Certified Advisory Corp’s Visa V Stock Holding History

Certified Advisory Corp’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	$2.03M	Sell	5,931 -530	-8%	-$170K	0.16%	122
2026 Q1	$1.95M	Sell	6,461 -3,185	-33%	-$1.02M	0.18%	122
2025 Q4	$3.38M	Sell	9,646 -928	-9%	-$316K	0.31%	85
2025 Q3	$3.61M	Sell	10,574 -315	-3%	-$109K	0.34%	77
2025 Q2	$3.87M	Sell	10,889 -1,668	-13%	-$581K	0.4%	68
2025 Q1	$4.4M	Sell	12,557 -1,358	-10%	-$460K	0.5%	61
2024 Q4	$4.4M	Buy	13,915 +40	+0.3%	+$12K	0.48%	62
2024 Q3	$3.81M	Sell	13,875 -173	-1%	-$46.8K	0.42%	67
2024 Q2	$3.69M	Buy	14,048 +705	+5%	+$193K	0.46%	65
2024 Q1	$3.72M	Buy	13,343 +150	+1%	+$41.4K	0.52%	61
2023 Q4	$3.43M	Sell	13,193 -15,608	-54%	-$3.85M	0.52%	62
2023 Q3	$3.14M	Buy	28,801 +15,102	+110%	+$3.63M	0.58%	55
2023 Q2	$3.25M	Buy	13,699 +287	+2%	+$65.7K	0.6%	48
2023 Q1	$3.02M	Buy	13,412 +344	+3%	+$76.6K	0.54%	53
2022 Q4	$2.71M	Sell	13,068 -417	-3%	-$84.1K	0.54%	55
2022 Q3	$2.4M	Buy	13,485 +909	+7%	+$185K	0.55%	50
2022 Q2	$2.48M	Buy	12,576 +3,345	+36%	+$691K	0.55%	52
2022 Q1	$2.05M	Buy	9,231 +4,743	+106%	+$1.03M	0.43%	64
2021 Q4	$973K	Buy	4,488 +103	+2%	+$22.1K	0.21%	110
2021 Q3	$977K	Sell	4,385 -62	-1%	-$14.5K	0.24%	105
2021 Q2	$1.04M	Buy	4,447 +42	+1%	+$9.6K	0.26%	97
2021 Q1	$933K	Buy	+4,405	New	+$927K	0.24%	94
2020 Q2	$810K	Buy	4,193 +119	+3%	+$21.7K	0.27%	93
2020 Q1	$656K	Sell	4,074 -146	-3%	-$27.5K	0.26%	93
2019 Q4	$793K	Buy	4,220 +3	+0.1%	+$541	0.25%	94
2019 Q3	$725K	Buy	4,217 +48	+1%	+$8.55K	0.25%	91
2019 Q2	$724K	Buy	4,169 +168	+4%	+$27.5K	0.27%	85
2019 Q1	$625K	Buy	4,001 +157	+4%	+$22.6K	0.26%	87
2018 Q4	$507K	Sell	3,844 -72	-2%	-$9.94K	0.26%	85
2018 Q3	$588K	Sell	3,916 -148	-4%	-$21K	0.27%	83
2018 Q2	$538K	Buy	4,064 +3	+0.1%	+$386	0.3%	81
2018 Q1	$485K	Sell	4,061 -21	-0.5%	-$2.54K	0.29%	84
2017 Q4	$465K	Buy	+4,082	New	+$451K	0.33%	66

Other funds holding V

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Certified Advisory Corp's V Position: Q2 2026 in Review

Certified Advisory Corp reduced its Visa (V) stake by 8.2% in Q2 2026, selling an estimated $170K and leaving 5,931 shares worth $2.03M. The position accounts for 0.16% of the portfolio, ranked #122.

Certified Advisory Corp first reported a position in V in Q4 2017 and has held it in 33 quarters since. The position peaked at $4.4M in Q1 2025. 1,651 funds tracked by Wall St. Rank hold V as of Q2 2026.

Certified Advisory Corp held 5,931 shares of Visa worth $2.03M as of Q2 2026.
Certified Advisory Corp sold 530 Visa shares in Q2 2026, an estimated $170K.
Visa made up 0.16% of Certified Advisory Corp's portfolio in Q2 2026, its #122 holding.
Certified Advisory Corp first reported a position in Visa in Q4 2017 and has held it in 33 quarters since.
Certified Advisory Corp's Visa position peaked at $4.4M in Q1 2025.
1,651 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.