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Aptus Capital Advisors’s Visa V Stock Holding History

Aptus Capital Advisors’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-170,000
Closed -$39.7M – 611
2021
Q2 		$39.7M Buy
+170,000
New +$38.9M 1.16% 26
2020
Q3 		– Sell
-125,000
Closed -$24.1M – 497
2020
Q2 		$24.1M Buy
+125,000
New +$22.8M 1.52% 14

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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. 4,569 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.
  • 4,569 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.