CPC
V icon

Cadia Private Client’s Visa V Stock Holding History

Cadia Private Client’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 		$347K Buy
1,012
+7
+0.7% +$2.25K 0.25% 54
2026
Q1 		$304K Buy
1,005
+1
+0.1% +$322 0.25% 53
2025
Q4 		$352K Buy
+1,004
New +$342K 0.28% 44

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

Cadia Private Client's V Position: Q2 2026 in Review

Cadia Private Client increased its Visa (V) stake by 0.7% in Q2 2026, buying an estimated $2.25K and bringing the position to 1,012 shares worth $347K. The position accounts for 0.25% of the portfolio, ranked #54.

Cadia Private Client first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $352K in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Cadia Private Client held 1,012 shares of Visa worth $347K as of Q2 2026.
  • Cadia Private Client bought 7 Visa shares in Q2 2026, an estimated $2.25K.
  • Visa made up 0.25% of Cadia Private Client's portfolio in Q2 2026, its #54 holding.
  • Cadia Private Client first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Cadia Private Client's Visa position peaked at $352K in Q4 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Cadia Private Client's 13F filing for Q2 2026, filed 11 Aug 2026.