Aptus Capital Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $81.2M | Buy |
236,653
+8,902
| +4% | +$2.86M | 0.56% | 38 |
|
|
2026
Q1 | $68.8M | Sell |
227,751
-10,769
| -5% | -$3.46M | 0.54% | 36 |
|
|
2025
Q4 | $83.7M | Buy |
238,520
+12,062
| +5% | +$4.11M | 0.6% | 36 |
|
|
2025
Q3 | $77.3M | Buy |
226,458
+5,843
| +3% | +$2.02M | 0.56% | 40 |
|
|
2025
Q2 | $78.3M | Buy |
220,615
+20,299
| +10% | +$7.08M | 0.64% | 37 |
|
|
2025
Q1 | $70.2M | Buy |
200,316
+17,658
| +10% | +$5.98M | 0.72% | 33 |
|
|
2024
Q4 | $57.7M | Buy |
182,658
+30,185
| +20% | +$9.08M | 0.6% | 39 |
|
|
2024
Q3 | $41.9M | Buy |
152,473
+23,638
| +18% | +$6.39M | 0.62% | 35 |
|
|
2024
Q2 | $33.8M | Buy |
128,835
+18,523
| +17% | +$5.08M | 0.6% | 37 |
|
|
2024
Q1 | $30.8M | Buy |
110,312
+11,354
| +11% | +$3.13M | 0.57% | 39 |
|
|
2023
Q4 | $25.8M | Sell |
98,958
-781
| -0.8% | -$192K | 0.7% | 30 |
|
|
2023
Q3 | $22.9M | Buy |
99,739
+3,916
| +4% | +$941K | 0.62% | 36 |
|
|
2023
Q2 | $22.8M | Sell |
95,823
-786
| -0.8% | -$180K | 0.55% | 41 |
|
|
2023
Q1 | $21.8M | Buy |
96,609
+10,147
| +12% | +$2.26M | 0.59% | 34 |
|
|
2022
Q4 | $18M | Buy |
86,462
+32,509
| +60% | +$6.56M | 0.55% | 34 |
|
|
2022
Q3 | $9.6M | Buy |
53,953
+2,419
| +5% | +$492K | 0.23% | 62 |
|
|
2022
Q2 | $10.1M | Buy |
51,534
+364
| +0.7% | +$75.2K | 0.26% | 53 |
|
|
2022
Q1 | $11.3M | Buy |
51,170
+8,268
| +19% | +$1.79M | 0.28% | 50 |
|
|
2021
Q4 | $9.3M | Sell |
42,902
-16,760
| -28% | -$3.6M | 0.28% | 55 |
|
|
2021
Q3 | $13.3M | Buy |
59,662
+6,647
| +13% | +$1.56M | 0.34% | 42 |
|
|
2021
Q2 | $12.4M | Buy |
53,015
+6,735
| +15% | +$1.54M | 0.36% | 41 |
|
|
2021
Q1 | $9.8M | Buy |
46,280
+1,490
| +3% | +$314K | 0.35% | 43 |
|
|
2020
Q4 | $9.8M | Buy |
44,790
+7,418
| +20% | +$1.52M | 0.45% | 43 |
|
|
2020
Q3 | $7.47M | Buy |
37,372
+1,434
| +4% | +$286K | 0.4% | 46 |
|
|
2020
Q2 | $6.94M | Buy |
35,938
+2,986
| +9% | +$546K | 0.44% | 40 |
|
|
2020
Q1 | $5.31M | Buy |
32,952
+13,857
| +73% | +$2.61M | 0.46% | 40 |
|
|
2019
Q4 | $3.59M | Buy |
19,095
+16,926
| +780% | +$3.05M | 0.25% | 65 |
|
|
2019
Q3 | $373K | Buy |
2,169
+587
| +37% | +$105K | 0.02% | 304 |
|
|
2019
Q2 | $274K | Buy |
1,582
+128
| +9% | +$21K | 0.04% | 288 |
|
|
2019
Q1 | $227K | Buy |
+1,454
| New | +$210K | 0.04% | 282 |
|
Other funds holding V
Aptus Capital Advisors's V Position: Q2 2026 in Review
Aptus Capital Advisors increased its Visa (V) stake by 3.9% in Q2 2026, buying an estimated $2.86M and bringing the position to 236,653 shares worth $81.2M. The position accounts for 0.56% of the portfolio, ranked #38.
Aptus Capital Advisors first reported a position in V in Q1 2019 and has held it in 30 quarters since. The position peaked at $83.7M in Q4 2025. 4,603 funds tracked by Wall St. Rank hold V as of Q2 2026.
- Aptus Capital Advisors held 236,653 shares of Visa worth $81.2M as of Q2 2026.
- Aptus Capital Advisors bought 8,902 Visa shares in Q2 2026, an estimated $2.86M.
- Visa made up 0.56% of Aptus Capital Advisors's portfolio in Q2 2026, its #38 holding.
- Aptus Capital Advisors first reported a position in Visa in Q1 2019 and has held it in 30 quarters since.
- Aptus Capital Advisors's Visa position peaked at $83.7M in Q4 2025.
- 4,603 funds tracked by Wall St. Rank held Visa as of Q2 2026.
Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.