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Cornerstone Advisory’s Visa V Stock Holding History

Cornerstone Advisory’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 		$7.11M Buy
20,732
+382
+2% +$123K 0.59% 37
2026
Q1 		$6.15M Sell
20,350
-48
-0.2% -$15.4K 0.58% 36
2025
Q4 		$7.15M Buy
20,398
+440
+2% +$150K 0.68% 33
2025
Q3 		$6.81M Buy
19,958
+48
+0.2% +$16.6K 0.67% 33
2025
Q2 		$7.07M Buy
19,910
+84
+0.4% +$29.3K 0.76% 32
2025
Q1 		$6.89M Buy
19,826
+101
+0.5% +$34.2K 0.8% 30
2024
Q4 		$6.98M Sell
19,725
-338
-2% -$102K 0.79% 31
2024
Q3 		$5.52M Buy
20,063
+1,259
+7% +$340K 0.73% 37
2024
Q2 		$4.94M Buy
18,804
+742
+4% +$203K 0.69% 37
2024
Q1 		$5.04M Buy
18,062
+343
+2% +$94.7K 0.72% 38
2023
Q4 		$4.61M Buy
17,719
+349
+2% +$86K 0.72% 36
2023
Q3 		$4M Buy
17,370
+98
+0.6% +$23.6K 0.7% 34
2023
Q2 		$4.1M Sell
17,272
-544
-3% -$125K 0.72% 30
2023
Q1 		$4.02M Buy
17,816
+13
+0.1% +$2.89K 0.72% 29
2022
Q4 		$3.7M Sell
17,803
-806
-4% -$163K 0.73% 30
2022
Q3 		$3.31M Buy
18,609
+322
+2% +$65.5K 0.74% 28
2022
Q2 		$3.6M Sell
18,287
-4,736
-21% -$979K 0.82% 25
2022
Q1 		$5.11M Sell
23,023
-173
-0.7% -$37.4K 0.78% 27
2021
Q4 		$5.03M Sell
23,196
-527
-2% -$113K 0.72% 27
2021
Q3 		$5.29M Buy
23,723
+1,295
+6% +$304K 0.88% 23
2021
Q2 		$5.24M Sell
22,428
-323
-1% -$73.8K 0.88% 23
2021
Q1 		$4.82M Sell
22,751
-575
-2% -$121K 0.91% 24
2020
Q4 		$5.1M Sell
23,326
-251
-1% -$51.4K 1.03% 23
2020
Q3 		$4.71M Sell
23,577
-663
-3% -$132K 1.1% 23
2020
Q2 		$4.68M Buy
24,240
+2,174
+10% +$397K 1.22% 21
2020
Q1 		$3.56M Buy
22,066
+2,841
+15% +$535K 1.08% 28
2019
Q4 		$3.61M Buy
19,225
+1,568
+9% +$283K 0.75% 44
2019
Q3 		$3.04M Sell
17,657
-893
-5% -$159K 0.66% 47
2019
Q2 		$3.22M Buy
18,550
+1,956
+12% +$320K 0.7% 44
2019
Q1 		$2.59M Buy
16,594
+2,018
+14% +$291K 0.57% 47
2018
Q4 		$1.92M Sell
14,576
-1,333
-8% -$184K 0.5% 47
2018
Q3 		$2.39M Sell
15,909
-318
-2% -$45.2K 0.71% 38
2018
Q2 		$2.15M Sell
16,227
-73
-0.4% -$9.4K 0.71% 36
2018
Q1 		$1.95M Sell
16,300
-1,958
-11% -$237K 0.7% 34
2017
Q4 		$2.08M Sell
18,258
-2,010
-10% -$222K 0.71% 33
2017
Q3 		$2.13M Buy
20,268
+370
+2% +$37.5K 0.72% 33
2017
Q2 		$1.87M Buy
19,898
+14,981
+305% +$1.39M 0.62% 33
2017
Q1 		$437K Buy
4,917
+565
+13% +$48.6K 0.22% 66
2016
Q4 		$340K Buy
4,352
+398
+10% +$32K 0.26% 59
2016
Q3 		$327K Buy
3,954
+317
+9% +$25.4K 0.27% 58
2016
Q2 		$270K Buy
3,637
+227
+7% +$17.8K 0.23% 64
2016
Q1 		$261K Sell
3,410
-70
-2% -$5.09K 0.22% 66
2015
Q4 		$270K Buy
+3,480
New +$270K 0.23% 63

Other funds holding V

Ninety One (UK)
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Cornerstone Advisory's V Position: Q2 2026 in Review

Cornerstone Advisory increased its Visa (V) stake by 1.9% in Q2 2026, buying an estimated $123K and bringing the position to 20,732 shares worth $7.11M. The position accounts for 0.59% of the portfolio, ranked #37.

Cornerstone Advisory first reported a position in V in Q4 2015 and has held it in 43 quarters since. The position peaked at $7.15M in Q4 2025. 1,945 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Cornerstone Advisory held 20,732 shares of Visa worth $7.11M as of Q2 2026.
  • Cornerstone Advisory bought 382 Visa shares in Q2 2026, an estimated $123K.
  • Visa made up 0.59% of Cornerstone Advisory's portfolio in Q2 2026, its #37 holding.
  • Cornerstone Advisory first reported a position in Visa in Q4 2015 and has held it in 43 quarters since.
  • Cornerstone Advisory's Visa position peaked at $7.15M in Q4 2025.
  • 1,945 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.