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Bell Investment Advisors’s Visa V Stock Holding History

Bell Investment 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 		$480K Buy
1,398
+259
+23% +$83.2K 0.07% 88
2026
Q1 		$344K Buy
1,139
+8
+0.7% +$2.57K 0.05% 97
2025
Q4 		$397K Sell
1,131
-59
-5% -$20.1K 0.06% 87
2025
Q3 		$406K Sell
1,190
-48
-4% -$16.6K 0.07% 86
2025
Q2 		$440K Buy
1,238
+41
+3% +$14.3K 0.08% 82
2025
Q1 		$420K Buy
1,197
+41
+4% +$13.9K 0.08% 75
2024
Q4 		$365K Buy
1,156
+95
+9% +$28.6K 0.07% 78
2024
Q3 		$292K Sell
1,061
-1
-0.1% -$270 0.05% 90
2024
Q2 		$279K Sell
1,062
-7
-0.7% -$1.92K 0.05% 91
2024
Q1 		$298K Buy
1,069
+28
+3% +$7.73K 0.06% 83
2023
Q4 		$271K Sell
1,041
-1
-0.1% -$246 0.06% 86
2023
Q3 		$240K Buy
1,042
+4
+0.4% +$961 0.05% 84
2023
Q2 		$247K Buy
1,038
+12
+1% +$2.75K 0.05% 78
2023
Q1 		$231K Buy
1,026
+23
+2% +$5.12K 0.05% 78
2022
Q4 		$208K Buy
1,003
+317
+46% +$63.9K 0.05% 78
2022
Q3 		$122K Sell
686
-140
-17% -$28.5K 0.04% 74
2022
Q2 		$163K Buy
+826
New +$171K 0.05% 72
2021
Q4 		$162K Buy
747
+35
+5% +$7.51K 0.04% 79
2021
Q3 		$159K Buy
+712
New +$167K 0.05% 79

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

Bell Investment Advisors's V Position: Q2 2026 in Review

Bell Investment Advisors increased its Visa (V) stake by 23% in Q2 2026, buying an estimated $83.2K and bringing the position to 1,398 shares worth $480K. The position accounts for 0.07% of the portfolio, ranked #88.

Bell Investment Advisors first reported a position in V in Q3 2021 and has held it in 19 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Bell Investment Advisors held 1,398 shares of Visa worth $480K as of Q2 2026.
  • Bell Investment Advisors bought 259 Visa shares in Q2 2026, an estimated $83.2K.
  • Visa made up 0.07% of Bell Investment Advisors's portfolio in Q2 2026, its #88 holding.
  • Bell Investment Advisors first reported a position in Visa in Q3 2021 and has held it in 19 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.