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 Q3	$83.9K	Sell	233 -128	-35%	-$46.8K	0.01%	113
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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Cedar Mountain Advisors's V Position: Q3 2026 in Review

Cedar Mountain Advisors reduced its Visa (V) stake by 35% in Q3 2026, selling an estimated $46.8K and leaving 233 shares worth $83.9K. The position accounts for 0.01% of the portfolio, ranked #113.

Cedar Mountain Advisors first reported a position in V in Q4 2019 and has held it in 28 quarters since. The position peaked at $124K in Q2 2026. 751 funds tracked by Wall St. Rank hold V as of Q3 2026.

Cedar Mountain Advisors held 233 shares of Visa worth $83.9K as of Q3 2026.
Cedar Mountain Advisors sold 128 Visa shares in Q3 2026, an estimated $46.8K.
Visa made up 0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #113 holding.
Cedar Mountain Advisors first reported a position in Visa in Q4 2019 and has held it in 28 quarters since.
Cedar Mountain Advisors's Visa position peaked at $124K in Q2 2026.
751 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.