Coppell Advisory Solutions’s Visa V Stock Holding History

Coppell Advisory Solutions’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	$1.86M	Buy	+6,445	New	+$2.07M	0.15%	118
2026 Q1	–	Sell	-4,807	Closed	-$1.7M	–	340
2025 Q4	$1.7M	Buy	4,807 +113	+2%	+$38.5K	0.17%	130
2025 Q3	$1.6M	Buy	4,694 +41	+0.9%	+$14.2K	0.17%	132
2025 Q2	$1.62M	Sell	4,653 -23,190	-83%	-$8.08M	0.19%	116
2025 Q1	$9.51M	Buy	27,843 +24,900	+846%	+$8.43M	1.32%	15
2024 Q4	$929K	Buy	+2,943	New	+$885K	0.13%	127
2023 Q4	$736K	Buy	2,828 +2,088	+282%	+$515K	0.15%	132
2023 Q3	$154K	Buy	740 +54	+8%	+$13K	0.05%	179
2023 Q2	$161K	Buy	+686	New	+$157K	0.05%	212
2023 Q1	–	Sell	-740	Closed	-$154K	–	1042
2022 Q4	$154K	Buy	+740	New	+$149K	0.05%	184

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

Coppell Advisory Solutions's V Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Visa (V) in Q2 2026: 6,445 shares worth $1.86M. The stake represents 0.15% of the portfolio and ranks #118 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in V as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in V in Q4 2022 and has held it in 10 quarters since. The position peaked at $9.51M in Q1 2025. 4,577 funds tracked by Wall St. Rank hold V as of Q2 2026.

Coppell Advisory Solutions held 6,445 shares of Visa worth $1.86M as of Q2 2026.
Visa was a new Coppell Advisory Solutions position in Q2 2026.
Visa made up 0.15% of Coppell Advisory Solutions's portfolio in Q2 2026, its #118 holding.
Coppell Advisory Solutions first reported a position in Visa in Q4 2022 and has held it in 10 quarters since.
Coppell Advisory Solutions's Visa position peaked at $9.51M in Q1 2025.
4,577 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.