Cedar Mountain Advisors’s Visa V Stock Holding History

Cedar Mountain 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	$124K	Buy	361 +3	+0.8%	+$963	0.02%	96
2026 Q1	$108K	Buy	358 +43	+14%	+$13.8K	0.02%	85
2025 Q4	$111K	Hold	315	–	–	0.02%	77
2025 Q3	$108K	Buy	315 +153	+94%	+$53K	0.02%	76
2025 Q2	$57.5K	Sell	162 -5	-3%	-$1.74K	0.01%	88
2025 Q1	$58.5K	Buy	167 +37	+28%	+$12.5K	0.01%	84
2024 Q4	$41.1K	Sell	130 -23	-15%	-$6.92K	0.01%	100
2024 Q3	$42.1K	Sell	153 -4	-3%	-$1.08K	0.01%	95
2024 Q2	$41.2K	Hold	157	–	–	0.01%	83
2024 Q1	$43.8K	Hold	157	–	–	0.01%	79
2023 Q4	$40.9K	Hold	157	–	–	0.01%	81
2023 Q3	$36.1K	Hold	157	–	–	0.01%	82
2023 Q2	$37.3K	Hold	157	–	–	0.01%	85
2023 Q1	$35.4K	Sell	157 -32	-17%	-$7.12K	0.01%	87
2022 Q4	$39.3K	Hold	189	–	–	0.01%	84
2022 Q3	$34K	Hold	189	–	–	0.01%	86
2022 Q2	$37K	Hold	189	–	–	0.01%	85
2022 Q1	$42K	Hold	189	–	–	0.01%	85
2021 Q4	$41K	Hold	189	–	–	0.01%	83
2021 Q3	$42K	Buy	189 +32	+20%	+$7.5K	0.01%	76
2021 Q2	$37K	Sell	157 -1	-0.6%	-$229	0.01%	86
2021 Q1	$33K	Hold	158	–	–	0.01%	96
2020 Q4	$35K	Hold	158	–	–	0.01%	91
2020 Q3	$32K	Hold	158	–	–	0.01%	85
2020 Q2	$31K	Buy	158 +80	+103%	+$14.6K	0.01%	83
2020 Q1	$13K	Hold	78	–	–	0.01%	114
2019 Q4	$15K	Buy	+78	New	+$14.1K	0.01%	125

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Cedar Mountain Advisors's V Position: Q2 2026 in Review

Cedar Mountain Advisors increased its Visa (V) stake by 0.84% in Q2 2026, buying an estimated $963 and bringing the position to 361 shares worth $124K. The position accounts for 0.02% of the portfolio, ranked #96.

Cedar Mountain Advisors first reported a position in V in Q4 2019 and has held it in 27 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

Cedar Mountain Advisors held 361 shares of Visa worth $124K as of Q2 2026.
Cedar Mountain Advisors bought 3 Visa shares in Q2 2026, an estimated $963.
Visa made up 0.02% of Cedar Mountain Advisors's portfolio in Q2 2026, its #96 holding.
Cedar Mountain Advisors first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.