Brio Consultants’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.17M | Sell |
3,425
-97
| -3% | -$31.1K | 0.14% | 74 |
|
|
2026
Q1 | $1.13M | Sell |
3,522
-1,878
| -35% | -$604K | 0.14% | 71 |
|
|
2025
Q4 | $1.89M | Buy |
5,400
+2,445
| +83% | +$833K | 0.25% | 56 |
|
|
2025
Q3 | $1.01M | Buy |
2,955
+38
| +1% | +$13.2K | 0.14% | 68 |
|
|
2025
Q2 | $1.04M | Sell |
2,917
-53
| -2% | -$18.5K | 0.15% | 66 |
|
|
2025
Q1 | $1.04M | Sell |
2,970
-1,830
| -38% | -$619K | 0.16% | 64 |
|
|
2024
Q4 | $1.52M | Buy |
4,800
+136
| +3% | +$40.9K | 0.24% | 57 |
|
|
2024
Q3 | $1.28M | Buy |
4,664
+3,429
| +278% | +$927K | 0.2% | 57 |
|
|
2024
Q2 | $324K | Buy |
1,235
+67
| +6% | +$18.4K | 0.05% | 84 |
|
|
2024
Q1 | $326K | Sell |
1,168
-387
| -25% | -$107K | 0.06% | 82 |
|
|
2023
Q4 | $405K | Buy |
1,555
+437
| +39% | +$108K | 0.07% | 74 |
|
|
2023
Q3 | $257K | Buy |
1,118
+82
| +8% | +$19.7K | 0.05% | 82 |
|
|
2023
Q2 | $246K | Sell |
1,036
-64
| -6% | -$14.6K | 0.04% | 87 |
|
|
2023
Q1 | $248K | Buy |
1,100
+94
| +9% | +$20.9K | 0.05% | 83 |
|
|
2022
Q4 | $209K | Buy |
+1,006
| New | +$203K | 0.04% | 88 |
|
|
2022
Q2 | – | Sell |
-975
| Closed | -$216K | – | 94 |
|
|
2022
Q1 | $216K | Buy |
+975
| New | +$211K | 0.05% | 76 |
|
|
2021
Q4 | – | Sell |
-3,792
| Closed | -$845K | – | 78 |
|
|
2021
Q3 | $845K | Buy |
3,792
+21
| +0.6% | +$4.92K | 0.21% | 42 |
|
|
2021
Q2 | $882K | Buy |
3,771
+1
| +0% | +$229 | 0.23% | 40 |
|
|
2021
Q1 | $798K | Buy |
3,770
+1
| +0% | +$210 | 0.23% | 37 |
|
|
2020
Q4 | $824K | Buy |
3,769
+1
| +0% | +$205 | 0.27% | 35 |
|
|
2020
Q3 | $753K | Sell |
3,768
-218
| -5% | -$43.5K | 0.23% | 40 |
|
|
2020
Q2 | $770K | Sell |
3,986
-57
| -1% | -$10.4K | 0.26% | 39 |
|
|
2020
Q1 | $651K | Buy |
4,043
+2
| +0% | +$377 | 0.26% | 41 |
|
|
2019
Q4 | $759K | Buy |
4,041
+398
| +11% | +$71.7K | 0.26% | 42 |
|
|
2019
Q3 | $627K | Buy |
3,643
+2
| +0.1% | +$356 | 0.23% | 40 |
|
|
2019
Q2 | $632K | Buy |
3,641
+4
| +0.1% | +$655 | 0.25% | 40 |
|
|
2019
Q1 | $568K | Buy |
3,637
+5
| +0.1% | +$721 | 0.25% | 40 |
|
|
2018
Q4 | $479K | Buy |
+3,632
| New | +$502K | 0.25% | 40 |
|
Other funds holding V
Brio Consultants's V Position: Q2 2026 in Review
Brio Consultants reduced its Visa (V) stake by 2.8% in Q2 2026, selling an estimated $31.1K and leaving 3,425 shares worth $1.17M. The position accounts for 0.14% of the portfolio, ranked #74.
Brio Consultants first reported a position in V in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.89M in Q4 2025. 4,572 funds tracked by Wall St. Rank hold V as of Q2 2026.
- Brio Consultants held 3,425 shares of Visa worth $1.17M as of Q2 2026.
- Brio Consultants sold 97 Visa shares in Q2 2026, an estimated $31.1K.
- Visa made up 0.14% of Brio Consultants's portfolio in Q2 2026, its #74 holding.
- Brio Consultants first reported a position in Visa in Q4 2018 and has held it in 28 quarters since.
- Brio Consultants's Visa position peaked at $1.89M in Q4 2025.
- 4,572 funds tracked by Wall St. Rank held Visa as of Q2 2026.
Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.