Bluesphere Advisors’s Visa V Stock Holding History

Bluesphere 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	$273K	Sell	797 -112	-12%	-$36K	0.08%	97
2026 Q1	$275K	Buy	+909	New	+$292K	0.1%	97
2025 Q1	–	Sell	-3,925	Closed	-$1.24M	–	110
2024 Q4	$1.24M	Sell	3,925 -6	-0.2%	-$1.8K	0.61%	26
2024 Q3	$1.08M	Sell	3,931 -3	-0.1%	-$811	0.53%	29
2024 Q2	$1.03M	Sell	3,934 -11	-0.3%	-$3.02K	0.53%	29
2024 Q1	$1.1M	Hold	3,945	–	–	0.61%	27
2023 Q4	$1.03M	Hold	3,945	–	–	0.64%	27
2023 Q3	$907K	Buy	3,945 +20	+0.5%	+$4.81K	0.65%	29
2023 Q2	$932K	Sell	3,925 -270	-6%	-$61.8K	0.65%	30
2023 Q1	$946K	Hold	4,195	–	–	0.78%	24
2022 Q4	$872K	Hold	4,195	–	–	0.77%	25
2022 Q3	$745K	Hold	4,195	–	–	0.74%	28
2022 Q2	$826K	Sell	4,195 -20	-0.5%	-$4.13K	0.8%	27
2022 Q1	$935K	Hold	4,215	–	–	0.79%	27
2021 Q4	$913K	Hold	4,215	–	–	0.76%	30
2021 Q3	$939K	Sell	4,215 -225	-5%	-$52.8K	0.9%	27
2021 Q2	$1.04M	Hold	4,440	–	–	0.92%	23
2021 Q1	$940K	Buy	4,440 +270	+6%	+$56.8K	0.85%	26
2020 Q4	$912K	Buy	+4,170	New	+$853K	0.98%	25

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

Bluesphere Advisors's V Position: Q2 2026 in Review

Bluesphere Advisors reduced its Visa (V) stake by 12% in Q2 2026, selling an estimated $36K and leaving 797 shares worth $273K. The position accounts for 0.08% of the portfolio, ranked #97.

Bluesphere Advisors first reported a position in V in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.24M in Q4 2024. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

Bluesphere Advisors held 797 shares of Visa worth $273K as of Q2 2026.
Bluesphere Advisors sold 112 Visa shares in Q2 2026, an estimated $36K.
Visa made up 0.08% of Bluesphere Advisors's portfolio in Q2 2026, its #97 holding.
Bluesphere Advisors first reported a position in Visa in Q4 2020 and has held it in 19 quarters since.
Bluesphere Advisors's Visa position peaked at $1.24M in Q4 2024.
4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Bluesphere Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.