Cahill Financial Advisors’s Visa V Stock Holding History

Cahill Financial 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 Q1	$1.5M	Sell	4,978 -6	-0.1%	-$1.93K	0.16%	98
2025 Q4	$1.75M	Sell	4,984 -21	-0.4%	-$7.16K	0.19%	83
2025 Q3	$1.71M	Buy	5,005 +678	+16%	+$235K	0.19%	85
2025 Q2	$1.54M	Sell	4,327 -352	-8%	-$123K	0.19%	85
2025 Q1	$1.64M	Buy	4,679 +22	+0.5%	+$7.44K	0.22%	80
2024 Q4	$1.47M	Buy	4,657 +595	+15%	+$179K	0.2%	85
2024 Q3	$1.12M	Buy	4,062 +190	+5%	+$51.4K	0.15%	105
2024 Q2	$1.02M	Buy	3,872 +57	+1%	+$15.6K	0.14%	120
2024 Q1	$1.06M	Sell	3,815 -51	-1%	-$14.1K	0.15%	118
2023 Q4	$1.01M	Buy	3,866 +1	+0%	+$246	0.15%	117
2023 Q3	$889K	Sell	3,865 -42	-1%	-$10.1K	0.15%	127
2023 Q2	$928K	Sell	3,907 -1,474	-27%	-$337K	0.15%	120
2023 Q1	$1.21M	Buy	5,381 +8	+0.1%	+$1.78K	0.22%	106
2022 Q4	$1.12M	Sell	5,373 -490	-8%	-$98.8K	0.21%	112
2022 Q3	$1.04M	Sell	5,863 -11	-0.2%	-$2.24K	0.22%	104
2022 Q2	$1.16M	Sell	5,874 -72	-1%	-$14.9K	0.25%	91
2022 Q1	$1.32M	Sell	5,946 -1,132	-16%	-$245K	0.25%	92
2021 Q4	$1.53M	Sell	7,078 -1,468	-17%	-$315K	0.3%	79
2021 Q3	$1.9M	Sell	8,546 -48	-0.6%	-$11.3K	0.39%	63
2021 Q2	$2.01M	Sell	8,594 -4	-0%	-$914	0.45%	54
2021 Q1	$1.82M	Sell	8,598 -217	-2%	-$45.7K	0.44%	55
2020 Q4	$1.93M	Sell	8,815 -60	-0.7%	-$12.3K	0.49%	48
2020 Q3	$1.77M	Buy	8,875 +105	+1%	+$21K	0.64%	42
2020 Q2	$1.7M	Sell	8,770 -699	-7%	-$128K	0.66%	42
2020 Q1	$1.53M	Buy	9,469 +128	+1%	+$24.1K	0.71%	43
2019 Q4	$1.76M	Sell	9,341 -54	-0.6%	-$9.73K	0.64%	48
2019 Q3	$1.62M	Sell	9,395 -9	-0.1%	-$1.6K	0.63%	50
2019 Q2	$1.63M	Buy	9,404 +233	+3%	+$38.2K	0.65%	45
2019 Q1	$1.43M	Sell	9,171 -175	-2%	-$25.2K	0.6%	51
2018 Q4	$1.23M	Buy	9,346 +619	+7%	+$85.5K	0.62%	47
2018 Q3	$1.31M	Hold	8,727	–	–	0.58%	46
2018 Q2	$1.16M	Sell	8,727 -28	-0.3%	-$3.6K	0.53%	53
2018 Q1	$1.05M	Buy	8,755 +317	+4%	+$38.4K	0.5%	55
2017 Q4	$963K	Buy	8,438 +600	+8%	+$66.3K	0.48%	54
2017 Q3	$825K	Buy	7,838 +900	+13%	+$91.3K	0.44%	57
2017 Q2	$651K	Sell	6,938 -10	-0.1%	-$928	0.36%	69
2017 Q1	$618K	Buy	6,948 +310	+5%	+$26.7K	0.36%	71
2016 Q4	$518K	Sell	6,638 -83	-1%	-$6.67K	0.32%	74
2016 Q3	$556K	Buy	6,721 +286	+4%	+$22.9K	0.36%	69
2016 Q2	$478K	Buy	6,435 +878	+16%	+$68.7K	0.33%	76
2016 Q1	$425K	Sell	5,557 -63	-1%	-$4.58K	0.32%	78
2015 Q4	$436K	Sell	5,620 -400	-7%	-$31K	0.36%	71
2015 Q3	$420K	Sell	6,020 -260	-4%	-$18.6K	0.34%	75
2015 Q2	$422K	Buy	6,280 +20	+0.3%	+$1.35K	0.32%	74
2015 Q1	$410K	Sell	6,260 -200	-3%	-$13.2K	0.31%	74
2014 Q4	$424K	Sell	6,460 -40	-0.6%	-$2.41K	0.33%	72
2014 Q3	$347K	Sell	6,500 -700	-10%	-$37.6K	0.28%	79
2014 Q2	$380K	Sell	7,200 -76	-1%	-$3.97K	0.3%	76
2014 Q1	$393K	Buy	7,276 +300	+4%	+$16.7K	0.34%	66
2013 Q4	$389K	Buy	+6,976	New	+$352K	0.34%	70

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Cahill Financial Advisors's V Position: Q1 2026 in Review

Cahill Financial Advisors reduced its Visa (V) stake by 0.12% in Q1 2026, selling an estimated $1.93K and leaving 4,978 shares worth $1.5M. The position accounts for 0.16% of the portfolio, ranked #98.

Cahill Financial Advisors first reported a position in V in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.01M in Q2 2021. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

Cahill Financial Advisors held 4,978 shares of Visa worth $1.5M as of Q1 2026.
Cahill Financial Advisors sold 6 Visa shares in Q1 2026, an estimated $1.93K.
Visa made up 0.16% of Cahill Financial Advisors's portfolio in Q1 2026, its #98 holding.
Cahill Financial Advisors first reported a position in Visa in Q4 2013 and has held it in 50 quarters since.
Cahill Financial Advisors's Visa position peaked at $2.01M in Q2 2021.
4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.