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Carson Advisory’s Visa V Stock Holding History

Carson Advisory’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 		$248K Buy
723
+47
+7% +$15.1K 0.11% 176
2026
Q1 		$204K Buy
676
+1
+0.1% +$322 0.11% 182
2025
Q4 		$237K Sell
675
-20
-3% -$6.81K 0.12% 162
2025
Q3 		$237K Buy
695
+12
+2% +$4.15K 0.13% 153
2025
Q2 		$243K Sell
683
-8
-1% -$2.79K 0.15% 147
2025
Q1 		$242K Buy
+691
New +$234K 0.16% 138

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

Carson Advisory's V Position: Q2 2026 in Review

Carson Advisory increased its Visa (V) stake by 7% in Q2 2026, buying an estimated $15.1K and bringing the position to 723 shares worth $248K. The position accounts for 0.11% of the portfolio, ranked #176.

Carson Advisory first reported a position in V in Q1 2025 and has held it in 6 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Carson Advisory held 723 shares of Visa worth $248K as of Q2 2026.
  • Carson Advisory bought 47 Visa shares in Q2 2026, an estimated $15.1K.
  • Visa made up 0.11% of Carson Advisory's portfolio in Q2 2026, its #176 holding.
  • Carson Advisory first reported a position in Visa in Q1 2025 and has held it in 6 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.