AIM
V icon

Avanda Investment Management’s Visa V Stock Holding History

Avanda Investment Management’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 		$2.72M Sell
9,000
-10,125
-53% -$3.26M 4.31% 7
2025
Q4 		$6.71M Sell
19,125
-125
-0.6% -$42.6K 6.67% 4
2025
Q3 		$6.57M Hold
19,250
– – 5.17% 4
2025
Q2 		$6.83M Sell
19,250
-15,438
-45% -$5.38M 2.25% 11
2025
Q1 		$12.2M Buy
34,688
+269
+0.8% +$91K 4.31% 4
2024
Q4 		$10.9M Sell
34,419
-833
-2% -$250K 3.46% 4
2024
Q3 		$9.69M Sell
35,252
-17,570
-33% -$4.75M 1.89% 9
2024
Q2 		$13.9M Sell
52,822
-12,300
-19% -$3.37M 2.1% 12
2024
Q1 		$18.2M Sell
65,122
-81,008
-55% -$22.4M 2.44% 9
2023
Q4 		$38M Buy
+146,130
New +$36M 3.71% 5

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

Avanda Investment Management's V Position: Q1 2026 in Review

Avanda Investment Management reduced its Visa (V) stake by 53% in Q1 2026, selling an estimated $3.26M and leaving 9,000 shares worth $2.72M. The position accounts for 4.31% of the portfolio, ranked #7.

Avanda Investment Management first reported a position in V in Q4 2023 and has held it in 10 quarters since. The position peaked at $38M in Q4 2023. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Avanda Investment Management held 9,000 shares of Visa worth $2.72M as of Q1 2026.
  • Avanda Investment Management sold 10,125 Visa shares in Q1 2026, an estimated $3.26M.
  • Visa made up 4.31% of Avanda Investment Management's portfolio in Q1 2026, its #7 holding.
  • Avanda Investment Management first reported a position in Visa in Q4 2023 and has held it in 10 quarters since.
  • Avanda Investment Management's Visa position peaked at $38M in Q4 2023.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Avanda Investment Management's 13F filing for Q1 2026, filed 5 May 2026.