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AssuredPartners Investment Advisors’s Visa V Stock Holding History

AssuredPartners Investment 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
2026
Q1 		$5.39M Buy
17,770
+8,047
+83% +$2.59M 0.59% 41
2025
Q4 		$3.41M Buy
9,723
+1,365
+16% +$465K 0.51% 51
2025
Q3 		$2.85M Buy
8,358
+104
+1% +$36K 0.64% 37
2025
Q2 		$2.93M Sell
8,254
-749
-8% -$261K 0.72% 34
2025
Q1 		$3.16M Buy
9,003
+101
+1% +$34.2K 0.61% 41
2024
Q4 		$2.81M Buy
+8,902
New +$2.68M 0.55% 47

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

AssuredPartners Investment Advisors's V Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its Visa (V) stake by 83% in Q1 2026, buying an estimated $2.59M and bringing the position to 17,770 shares worth $5.39M. The position accounts for 0.59% of the portfolio, ranked #41.

AssuredPartners Investment Advisors first reported a position in V in Q4 2024 and has held it in 6 quarters since. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • AssuredPartners Investment Advisors held 17,770 shares of Visa worth $5.39M as of Q1 2026.
  • AssuredPartners Investment Advisors bought 8,047 Visa shares in Q1 2026, an estimated $2.59M.
  • Visa made up 0.59% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #41 holding.
  • AssuredPartners Investment Advisors first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.