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Cary Street Partners Investment Advisory’s Visa V Stock Holding History

Cary Street Partners Investment 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 		$3.32M Buy
9,691
+1,359
+16% +$436K 0.67% 36
2026
Q1 		$2.52M Buy
8,332
+57
+0.7% +$18.3K 0.64% 38
2025
Q4 		$2.9M Buy
8,275
+449
+6% +$153K 0.78% 25
2025
Q3 		$2.67M Buy
7,826
+220
+3% +$76.1K 1.12% 13
2025
Q2 		$2.7M Buy
7,606
+611
+9% +$213K 1.31% 11
2025
Q1 		$2.45M Buy
6,995
+1,221
+21% +$413K 1.41% 9
2024
Q4 		$1.82M Sell
5,774
-41,640
-88% -$12.5M 1.2% 14
2024
Q3 		$13M Buy
47,414
+6,112
+15% +$1.65M 0.48% 52
2024
Q2 		$10.8M Buy
41,302
+21,104
+104% +$5.78M 0.44% 56
2024
Q1 		$5.64M Buy
20,198
+1,154
+6% +$319K 0.24% 114
2023
Q4 		$4.96M Buy
19,044
+5,047
+36% +$1.24M 0.24% 119
2023
Q3 		$3.22M Buy
13,997
+3,379
+32% +$812K 0.17% 156
2023
Q2 		$2.52M Buy
10,618
+1,875
+21% +$429K 0.16% 158
2023
Q1 		$1.97M Sell
8,743
-606
-6% -$135K 0.14% 168
2022
Q4 		$1.94M Buy
9,349
+58
+0.6% +$11.7K 0.14% 167
2022
Q3 		$1.65M Sell
9,291
-601
-6% -$122K 0.14% 173
2022
Q2 		$1.95M Buy
9,892
+4,031
+69% +$833K 0.17% 142
2022
Q1 		$1.3M Sell
5,861
-389
-6% -$84.1K 0.36% 86
2021
Q4 		$1.35M Buy
6,250
+4,314
+223% +$926K 0.38% 80
2021
Q3 		$431K Buy
1,936
+411
+27% +$96.4K 0.14% 146
2021
Q2 		$357K Buy
1,525
+13
+0.9% +$2.97K 0.12% 169
2021
Q1 		$320K Sell
1,512
-1,226
-45% -$258K 0.13% 157
2020
Q4 		$599K Sell
2,738
-926
-25% -$189K 0.12% 163
2020
Q3 		$733K Buy
3,664
+2,143
+141% +$428K 0.16% 151
2020
Q2 		$293K Buy
1,521
+10
+0.7% +$1.83K 0.42% 77
2020
Q1 		$243K Sell
1,511
-218
-13% -$41.1K 0.57% 53
2019
Q4 		$325K Buy
+1,729
New +$312K 0.36% 76
2018
Q4 		$210K Buy
+1,595
New +$220K 0.2% 92

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Cary Street Partners Investment Advisory's V Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Visa (V) stake by 16% in Q2 2026, buying an estimated $436K and bringing the position to 9,691 shares worth $3.32M. The position accounts for 0.67% of the portfolio, ranked #36.

Cary Street Partners Investment Advisory first reported a position in V in Q4 2018 and has held it in 28 quarters since. The position peaked at $13M in Q3 2024. 3,047 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Cary Street Partners Investment Advisory held 9,691 shares of Visa worth $3.32M as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 1,359 Visa shares in Q2 2026, an estimated $436K.
  • Visa made up 0.67% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #36 holding.
  • Cary Street Partners Investment Advisory first reported a position in Visa in Q4 2018 and has held it in 28 quarters since.
  • Cary Street Partners Investment Advisory's Visa position peaked at $13M in Q3 2024.
  • 3,047 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.