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
Q2 		$3.09M Hold
9,000
– – 1.03% 10
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 $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

Avanda Investment Management's V Position: Q2 2026 in Review

Avanda Investment Management held its Visa (V) position steady in Q2 2026 at 9,000 shares worth $3.09M. The position accounts for 1.03% of the portfolio, ranked #10.

Avanda Investment Management first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $38M in Q4 2023. 4,577 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Avanda Investment Management held 9,000 shares of Visa worth $3.09M as of Q2 2026.
  • Avanda Investment Management left its Visa share count unchanged in Q2 2026.
  • Visa made up 1.03% of Avanda Investment Management's portfolio in Q2 2026, its #10 holding.
  • Avanda Investment Management first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • Avanda Investment Management's Visa position peaked at $38M in Q4 2023.
  • 4,577 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Avanda Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.