Cetera Investment Advisers
V icon

Cetera Investment Advisers’s Visa V Stock Holding History

Cetera Investment Advisers’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 		$252M Sell
834,891
-14,057
-2% -$4.52M 0.27% 67
2025
Q4 		$298M Buy
848,948
+5,866
+0.7% +$2M 0.33% 52
2025
Q3 		$288M Buy
843,082
+158,048
+23% +$54.7M 0.33% 47
2025
Q2 		$243M Buy
685,034
+19,390
+3% +$6.76M 0.41% 39
2025
Q1 		$233M Buy
665,644
+18,696
+3% +$6.33M 0.45% 33
2024
Q4 		$204M Buy
646,948
+13,450
+2% +$4.04M 0.43% 37
2024
Q3 		$174M Sell
633,498
-4,633
-0.7% -$1.25M 0.38% 41
2024
Q2 		$167M Sell
638,131
-14,750
-2% -$4.04M 0.39% 42
2024
Q1 		$182M Buy
652,881
+491,179
+304% +$136M 0.43% 34
2023
Q4 		$42.1M Sell
161,702
-1,183
-0.7% -$292K 0.34% 46
2023
Q3 		$37.5M Sell
162,885
-995
-0.6% -$239K 0.32% 53
2023
Q2 		$38.9M Sell
163,880
-814
-0.5% -$186K 0.33% 49
2023
Q1 		$37.1M Sell
164,694
-6,650
-4% -$1.48M 0.32% 48
2022
Q4 		$35.6M Buy
171,344
+63,615
+59% +$12.8M 0.33% 52
2022
Q3 		$19.1M Sell
107,729
-20,442
-16% -$4.16M 0.38% 47
2022
Q2 		$25.2M Buy
128,171
+25,290
+25% +$5.23M 0.4% 44
2022
Q1 		$22.8M Buy
102,881
+1,832
+2% +$396K 0.33% 56
2021
Q4 		$21.9M Buy
101,049
+4,859
+5% +$1.04M 0.31% 58
2021
Q3 		$21.4M Buy
96,190
+4,121
+4% +$966K 0.34% 53
2021
Q2 		$21.5M Buy
92,069
+19,725
+27% +$4.51M 0.35% 52
2021
Q1 		$15.3M Sell
72,344
-9,015
-11% -$1.9M 0.3% 67
2020
Q4 		$17.8M Buy
81,359
+60,235
+285% +$12.3M 0.35% 58
2020
Q3 		$4.22M Buy
21,124
+2,088
+11% +$417K 0.35% 74
2020
Q2 		$3.68M Sell
19,036
-534
-3% -$97.6K 0.34% 73
2020
Q1 		$3.15M Buy
19,570
+136
+0.7% +$25.6K 0.39% 66
2019
Q4 		$3.66M Buy
19,434
+695
+4% +$125K 0.37% 77
2019
Q3 		$3.23M Buy
18,739
+446
+2% +$79.4K 0.39% 66
2019
Q2 		$3.17M Buy
18,293
+843
+5% +$138K 0.41% 63
2019
Q1 		$2.73M Buy
17,450
+738
+4% +$106K 0.39% 70
2018
Q4 		$2.21M Buy
16,712
+225
+1% +$31.1K 0.36% 78
2018
Q3 		$2.48M Buy
16,487
+3,361
+26% +$478K 0.36% 76
2018
Q2 		$1.74M Buy
13,126
+496
+4% +$63.8K 0.31% 86
2018
Q1 		$1.51M Sell
12,630
-35
-0.3% -$4.24K 0.28% 95
2017
Q4 		$1.45M Buy
12,665
+2,069
+20% +$228K 0.27% 100
2017
Q3 		$1.12M Buy
10,596
+1,298
+14% +$132K 0.25% 105
2017
Q2 		$872K Buy
9,298
+4,103
+79% +$381K 0.21% 130
2017
Q1 		$460K Buy
5,195
+146
+3% +$12.6K 0.13% 207
2016
Q4 		$394K Buy
5,049
+1,371
+37% +$110K 0.13% 204
2016
Q3 		$305K Sell
3,678
-595
-14% -$47.6K 0.13% 189
2016
Q2 		$317K Buy
4,273
+188
+5% +$14.7K 0.12% 204
2016
Q1 		$313K Buy
4,085
+165
+4% +$12K 0.14% 189
2015
Q4 		$303K Buy
+3,920
New +$304K 0.14% 184

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

Cetera Investment Advisers's V Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Visa (V) stake by 1.7% in Q1 2026, selling an estimated $4.52M and leaving 834,891 shares worth $252M. The position accounts for 0.27% of the portfolio, ranked #67.

Cetera Investment Advisers first reported a position in V in Q4 2015 and has held it in 42 quarters since. The position peaked at $298M in Q4 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Cetera Investment Advisers held 834,891 shares of Visa worth $252M as of Q1 2026.
  • Cetera Investment Advisers sold 14,057 Visa shares in Q1 2026, an estimated $4.52M.
  • Visa made up 0.27% of Cetera Investment Advisers's portfolio in Q1 2026, its #67 holding.
  • Cetera Investment Advisers first reported a position in Visa in Q4 2015 and has held it in 42 quarters since.
  • Cetera Investment Advisers's Visa position peaked at $298M in Q4 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.