Auxano Advisors
V icon

Auxano Advisors’s Visa V Stock Holding History

Auxano 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
Q3 		$3.48M Sell
9,694
-186
-2% -$68K 0.62% 27
2026
Q2 		$3.39M Buy
9,880
+31
+0.3% +$10K 0.64% 27
2026
Q1 		$2.98M Buy
9,849
+278
+3% +$89.4K 0.59% 25
2025
Q4 		$3.36M Buy
9,571
+46
+0.5% +$15.7K 0.66% 23
2025
Q3 		$3.25M Sell
9,525
-96
-1% -$33.2K 0.69% 23
2025
Q2 		$3.42M Sell
9,621
-503
-5% -$175K 0.8% 20
2025
Q1 		$3.55M Sell
10,124
-150
-1% -$50.8K 0.94% 20
2024
Q4 		$3.25M Buy
10,274
+227
+2% +$68.3K 0.82% 19
2024
Q3 		$2.76M Buy
10,047
+466
+5% +$126K 0.72% 22
2024
Q2 		$2.51M Sell
9,581
-866
-8% -$237K 0.7% 22
2024
Q1 		$2.92M Buy
10,447
+1,079
+12% +$298K 0.85% 22
2023
Q4 		$2.44M Sell
9,368
-59
-0.6% -$14.5K 0.82% 23
2023
Q3 		$2.17M Sell
9,427
-4,999
-35% -$1.2M 0.89% 24
2023
Q2 		$3.25M Hold
14,426
– – 1.3% 19
2023
Q1 		$3.25M Buy
14,426
+220
+2% +$49K 1.3% 19
2022
Q4 		$2.95M Buy
14,206
+45
+0.3% +$9.08K 1.33% 19
2022
Q3 		$2.52M Buy
14,161
+1,297
+10% +$264K 1.16% 21
2022
Q2 		$2.53M Buy
12,864
+391
+3% +$80.8K 1.25% 20
2022
Q1 		$2.77M Buy
12,473
+116
+0.9% +$25.1K 1.18% 19
2021
Q4 		$2.68M Buy
12,357
+329
+3% +$70.6K 1.2% 20
2021
Q3 		$2.68M Buy
12,028
+748
+7% +$175K 1.2% 17
2021
Q2 		$2.64M Sell
11,280
-223
-2% -$51K 1.21% 17
2021
Q1 		$2.44M Buy
11,503
+38
+0.3% +$8K 1.5% 18
2020
Q4 		$2.51M Buy
11,465
+469
+4% +$96K 1.66% 16
2020
Q3 		$2.2M Sell
10,996
-6,624
-38% -$1.32M 1.7% 15
2020
Q2 		$3.4M Hold
17,620
– – 2.83% 10
2020
Q1 		$2.84M Buy
+17,620
New +$3.32M 2.59% 10

Other funds holding V

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Auxano Advisors's V Position: Q3 2026 in Review

Auxano Advisors reduced its Visa (V) stake by 1.9% in Q3 2026, selling an estimated $68K and leaving 9,694 shares worth $3.48M. The position accounts for 0.62% of the portfolio, ranked #27.

Auxano Advisors first reported a position in V in Q1 2020 and has held it in 27 quarters since. The position peaked at $3.55M in Q1 2025. 3,188 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Auxano Advisors held 9,694 shares of Visa worth $3.48M as of Q3 2026.
  • Auxano Advisors sold 186 Visa shares in Q3 2026, an estimated $68K.
  • Visa made up 0.62% of Auxano Advisors's portfolio in Q3 2026, its #27 holding.
  • Auxano Advisors first reported a position in Visa in Q1 2020 and has held it in 27 quarters since.
  • Auxano Advisors's Visa position peaked at $3.55M in Q1 2025.
  • 3,188 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Auxano Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.