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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
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
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

Coppell Advisory Solutions's V Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Visa (V) in Q1 2026, closing a stake of 4,807 shares — an estimated $1.7M sold.

Coppell Advisory Solutions first reported a position in V in Q4 2022 and held it in 9 quarters. The position peaked at $9.51M in Q1 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 4,807 Visa shares in Q1 2026, an estimated $1.7M.
  • Coppell Advisory Solutions first reported a position in Visa in Q4 2022 and held it in 9 quarters.
  • Coppell Advisory Solutions's Visa position peaked at $9.51M in Q1 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.