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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Aptus Capital Advisors's V Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Visa (V) stake by 4.5% in Q1 2026, selling an estimated $3.46M and leaving 227,751 shares worth $68.8M. The position accounts for 0.54% of the portfolio, ranked #36.

Aptus Capital Advisors first reported a position in V in Q1 2019 and has held it in 29 quarters since. The position peaked at $83.7M in Q4 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Aptus Capital Advisors held 227,751 shares of Visa worth $68.8M as of Q1 2026.
  • Aptus Capital Advisors sold 10,769 Visa shares in Q1 2026, an estimated $3.46M.
  • Visa made up 0.54% of Aptus Capital Advisors's portfolio in Q1 2026, its #36 holding.
  • Aptus Capital Advisors first reported a position in Visa in Q1 2019 and has held it in 29 quarters since.
  • Aptus Capital Advisors's Visa position peaked at $83.7M in Q4 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.