AAS
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Avantax Advisory Services’s Visa V Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$63.4M Sell
178,702
-16,116
-8% -$5.62M 0.35% 40
2025
Q1 		$68.3M Buy
194,818
+1,288
+0.7% +$436K 0.41% 35
2024
Q4 		$61.2M Buy
193,530
+4,200
+2% +$1.26M 0.38% 37
2024
Q3 		$52.1M Sell
189,330
-5,536
-3% -$1.5M 0.34% 38
2024
Q2 		$51.1M Buy
194,866
+83,513
+75% +$22.9M 0.36% 36
2024
Q1 		$31.1M Buy
111,353
+2,288
+2% +$632K 0.28% 51
2023
Q4 		$28.4M Buy
109,065
+8,323
+8% +$2.05M 0.28% 44
2023
Q3 		$23.2M Buy
100,742
+533
+0.5% +$128K 0.26% 53
2023
Q2 		$23.8M Buy
100,209
+253
+0.3% +$57.9K 0.27% 53
2023
Q1 		$22.5M Buy
99,956
+1,119
+1% +$249K 0.28% 49
2022
Q4 		$20.5M Buy
98,837
+3,505
+4% +$707K 0.27% 50
2022
Q3 		$16.9M Buy
95,332
+2,809
+3% +$572K 0.26% 57
2022
Q2 		$18.2M Buy
92,523
+15,631
+20% +$3.23M 0.27% 55
2022
Q1 		$17.1M Buy
76,892
+2,716
+4% +$587K 0.23% 68
2021
Q4 		$16.1M Buy
74,176
+1,372
+2% +$295K 0.24% 63
2021
Q3 		$16.2M Buy
72,804
+9,840
+16% +$2.31M 0.27% 57
2021
Q2 		$14.7M Buy
62,964
+3,794
+6% +$867K 0.27% 60
2021
Q1 		$12.5M Buy
59,170
+8,687
+17% +$1.83M 0.27% 61
2020
Q4 		$11M Sell
50,483
-74,030
-59% -$15.1M 0.26% 61
2020
Q3 		$24.9M Buy
124,513
+79,769
+178% +$15.9M 0.4% 43
2020
Q2 		$8.64M Buy
44,744
+3,620
+9% +$661K 0.25% 71
2020
Q1 		$6.62M Sell
41,124
-2,195
-5% -$413K 0.2% 83
2019
Q4 		$8.15M Buy
43,319
+11,848
+38% +$2.13M 0.19% 77
2019
Q3 		$5.41M Buy
31,471
+3,072
+11% +$547K 0.22% 59
2019
Q2 		$4.93M Buy
28,399
+2,696
+10% +$441K 0.22% 58
2019
Q1 		$4.01M Buy
25,703
+3,748
+17% +$540K 0.21% 61
2018
Q4 		$2.9M Buy
+21,955
New +$3.03M 0.49% 53

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avantax Advisory Services's V Position: Q2 2025 in Review

Avantax Advisory Services reduced its Visa (V) stake by 8.3% in Q2 2025, selling an estimated $5.62M and leaving 178,702 shares worth $63.4M. The position accounts for 0.35% of the portfolio, ranked #40.

Avantax Advisory Services first reported a position in V in Q4 2018 and has held it in 27 quarters since. The position peaked at $68.3M in Q1 2025. 4,341 funds tracked by Wall St. Rank hold V as of Q2 2025.

  • Avantax Advisory Services held 178,702 shares of Visa worth $63.4M as of Q2 2025.
  • Avantax Advisory Services sold 16,116 Visa shares in Q2 2025, an estimated $5.62M.
  • Visa made up 0.35% of Avantax Advisory Services's portfolio in Q2 2025, its #40 holding.
  • Avantax Advisory Services first reported a position in Visa in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Visa position peaked at $68.3M in Q1 2025.
  • 4,341 funds tracked by Wall St. Rank held Visa as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.