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Centerpoint Advisors’s Visa V Stock Holding History

Centerpoint 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
Q1 		$1.36M Hold
4,513
– – 0.44% 25
2025
Q4 		$1.58M Sell
4,513
-2
-0% -$681 0.49% 25
2025
Q3 		$1.54M Buy
4,515
+99
+2% +$34.3K 0.48% 27
2025
Q2 		$1.57M Buy
4,416
+2
+0% +$697 0.53% 25
2025
Q1 		$1.55M Sell
4,414
-20
-0.5% -$6.77K 0.57% 24
2024
Q4 		$1.4M Sell
4,434
-75
-2% -$22.6K 0.49% 24
2024
Q3 		$1.24M Hold
4,509
– – 0.43% 28
2024
Q2 		$1.18M Sell
4,509
-25
-0.6% -$6.85K 0.43% 30
2024
Q1 		$1.26M Sell
4,534
-93
-2% -$25.7K 0.47% 28
2023
Q4 		$1.21M Sell
4,627
-13
-0.3% -$3.2K 0.47% 29
2023
Q3 		$1.07M Sell
4,640
-25
-0.5% -$6.01K 0.45% 31
2023
Q2 		$1.11M Sell
4,665
-55
-1% -$12.6K 0.45% 31
2023
Q1 		$1.06M Buy
4,720
+13
+0.3% +$2.89K 0.46% 29
2022
Q4 		$978K Buy
4,707
+81
+2% +$16.3K 0.46% 29
2022
Q3 		$822K Hold
4,626
– – 0.44% 29
2022
Q2 		$911K Sell
4,626
-85
-2% -$17.6K 0.46% 28
2022
Q1 		$1.04M Sell
4,711
-320
-6% -$69.2K 0.48% 24
2021
Q4 		$1.09M Sell
5,031
-80
-2% -$17.2K 0.48% 27
2021
Q3 		$1.14M Buy
5,111
+1
+0% +$234 0.54% 25
2021
Q2 		$1.2M Buy
5,110
+5,017
+5,395% +$1.15M 0.56% 24
2021
Q1 		$20K Hold
93
– – 0.01% 138
2020
Q4 		$20K Hold
93
– – 0.01% 133
2020
Q3 		$19K Sell
93
-129
-58% -$25.8K 0.01% 123
2020
Q2 		$43K Buy
+222
New +$40.6K 0.03% 87
2018
Q2 		– Sell
-16
Closed -$2K – 400
2018
Q1 		$2K Buy
+16
New +$1.94K ﹤0.01% 218

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Centerpoint Advisors's V Position: Q1 2026 in Review

Centerpoint Advisors held its Visa (V) position steady in Q1 2026 at 4,513 shares worth $1.36M. The position accounts for 0.44% of the portfolio, ranked #25.

Centerpoint Advisors first reported a position in V in Q1 2018 and has held it in 25 quarters since. The position peaked at $1.58M in Q4 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Centerpoint Advisors held 4,513 shares of Visa worth $1.36M as of Q1 2026.
  • Centerpoint Advisors left its Visa share count unchanged in Q1 2026.
  • Visa made up 0.44% of Centerpoint Advisors's portfolio in Q1 2026, its #25 holding.
  • Centerpoint Advisors first reported a position in Visa in Q1 2018 and has held it in 25 quarters since.
  • Centerpoint Advisors's Visa position peaked at $1.58M in Q4 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Centerpoint Advisors's 13F filing for Q1 2026, filed 7 May 2026.