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Cambridge Advisors’s Visa V Stock Holding History

Cambridge 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 		$1.23M Sell
3,591
-482
-12% -$155K 0.21% 74
2026
Q1 		$1.23M Sell
4,073
-25
-0.6% -$8.04K 0.24% 71
2025
Q4 		$1.44M Buy
4,098
+1
+0% +$341 0.27% 64
2025
Q3 		$1.4M Sell
4,097
-19
-0.5% -$6.58K 0.27% 61
2025
Q2 		$1.46M Sell
4,116
-715
-15% -$249K 0.31% 53
2025
Q1 		$1.69M Sell
4,831
-24
-0.5% -$8.12K 0.37% 44
2024
Q4 		$1.53M Buy
4,855
+87
+2% +$26.2K 0.34% 49
2024
Q3 		$1.31M Buy
4,768
+126
+3% +$34.1K 0.29% 57
2024
Q2 		$1.22M Sell
4,642
-49
-1% -$13.4K 0.28% 60
2024
Q1 		$1.31M Sell
4,691
-500
-10% -$138K 0.31% 55
2023
Q4 		$1.35M Buy
5,191
+1
+0% +$246 0.34% 48
2023
Q3 		$1.19M Buy
5,190
+1
+0% +$240 0.32% 50
2023
Q2 		$1.23M Buy
5,189
+1
+0% +$229 0.32% 53
2023
Q1 		$1.17M Sell
5,188
-99
-2% -$22K 0.3% 57
2022
Q4 		$1.1M Hold
5,287
– – 0.29% 59
2022
Q3 		$939K Sell
5,287
-749
-12% -$152K 0.27% 63
2022
Q2 		$1.19M Sell
6,036
-99
-2% -$20.5K 0.32% 51
2022
Q1 		$1.36M Buy
6,135
+1
+0% +$216 0.32% 51
2021
Q4 		$1.33M Buy
6,134
+82
+1% +$17.6K 0.3% 58
2021
Q3 		$1.35M Buy
6,052
+1
+0% +$234 0.33% 53
2021
Q2 		$1.42M Sell
6,051
-99
-2% -$22.6K 0.34% 48
2021
Q1 		$1.3M Hold
6,150
– – 0.33% 49
2020
Q4 		$1.34M Sell
6,150
-99
-2% -$20.3K 0.36% 48
2020
Q3 		$1.25M Hold
6,249
– – 0.37% 45
2020
Q2 		$1.21M Buy
6,249
+8
+0.1% +$1.46K 0.38% 46
2020
Q1 		$1.01M Buy
6,241
+545
+10% +$103K 0.37% 50
2019
Q4 		$1.07M Sell
5,696
-49
-0.9% -$8.83K 0.33% 56
2019
Q3 		$988K Buy
5,745
+1
+0% +$178 0.33% 50
2019
Q2 		$997K Sell
5,744
-50
-0.9% -$8.19K 0.33% 52
2019
Q1 		$905K Sell
5,794
-349
-6% -$50.3K 0.31% 58
2018
Q4 		$810K Sell
6,143
-34
-0.6% -$4.7K 0.3% 60
2018
Q3 		$927K Buy
6,177
+38
+0.6% +$5.4K 0.31% 56
2018
Q2 		$813K Buy
6,139
+1
+0% +$129 0.29% 65
2018
Q1 		$734K Buy
6,138
+401
+7% +$48.6K 0.26% 71
2017
Q4 		$654K Hold
5,737
– – 0.24% 74
2017
Q3 		$604K Buy
5,737
+150
+3% +$15.2K 0.23% 72
2017
Q2 		$524K Buy
+5,587
New +$519K 0.21% 75

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Advisors's V Position: Q2 2026 in Review

Cambridge Advisors reduced its Visa (V) stake by 12% in Q2 2026, selling an estimated $155K and leaving 3,591 shares worth $1.23M. The position accounts for 0.21% of the portfolio, ranked #74.

Cambridge Advisors first reported a position in V in Q2 2017 and has held it in 37 quarters since. The position peaked at $1.69M in Q1 2025. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Cambridge Advisors held 3,591 shares of Visa worth $1.23M as of Q2 2026.
  • Cambridge Advisors sold 482 Visa shares in Q2 2026, an estimated $155K.
  • Visa made up 0.21% of Cambridge Advisors's portfolio in Q2 2026, its #74 holding.
  • Cambridge Advisors first reported a position in Visa in Q2 2017 and has held it in 37 quarters since.
  • Cambridge Advisors's Visa position peaked at $1.69M in Q1 2025.
  • 825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.