Ballew Advisors’s Visa V Stock Holding History

Ballew 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 Q2	$310K	Buy	857 +1	+0.1%	+$321	0.16%	98
2026 Q1	$264K	Buy	856 +1	+0.1%	+$322	0.15%	102
2025 Q4	$280K	Buy	855 +50	+6%	+$17K	0.16%	99
2025 Q3	$280K	Buy	805 +1	+0.1%	+$346	0.16%	101
2025 Q2	$289K	Sell	804 -9	-1%	-$3.14K	0.17%	91
2025 Q1	$271K	Hold	813	–	–	0.18%	91
2024 Q4	$249K	Buy	813 +1	+0.1%	+$301	0.16%	95
2024 Q3	$225K	Buy	+812	New	+$220K	0.15%	98
2018 Q4	–	Sell	-200	Closed	-$28K	–	417
2018 Q3	$28K	Sell	200 -10	-5%	-$1.42K	0.03%	213
2018 Q2	$28K	Sell	210 -44	-17%	-$5.66K	0.03%	213
2018 Q1	$30K	Buy	+254	New	+$30.8K	0.03%	211

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Ballew Advisors's V Position: Q2 2026 in Review

Ballew Advisors increased its Visa (V) stake by 0.12% in Q2 2026, buying an estimated $321 and bringing the position to 857 shares worth $310K. The position accounts for 0.16% of the portfolio, ranked #98.

Ballew Advisors first reported a position in V in Q1 2018 and has held it in 11 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

Ballew Advisors held 857 shares of Visa worth $310K as of Q2 2026.
Ballew Advisors bought 1 Visa share in Q2 2026, an estimated $321.
Visa made up 0.16% of Ballew Advisors's portfolio in Q2 2026, its #98 holding.
Ballew Advisors first reported a position in Visa in Q1 2018 and has held it in 11 quarters since.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Ballew Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.