Cresta Advisors’s Visa V Stock Holding History

Cresta Advisors’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	-75	Closed	-$26.3K	–	150
2025 Q4	$26.3K	Buy	+75	New	+$25.6K	0.01%	92

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Cresta Advisors's V Position: Q1 2026 in Review

Cresta Advisors sold out of Visa (V) in Q1 2026, closing a stake of 75 shares — an estimated $26.3K sold.

Cresta Advisors first reported a position in V in Q4 2025 and held it in 1 quarter. The position peaked at $26.3K in Q4 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

Cresta Advisors reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
Cresta Advisors sold 75 Visa shares in Q1 2026, an estimated $26.3K.
Cresta Advisors first reported a position in Visa in Q4 2025 and held it in 1 quarter.
Cresta Advisors's Visa position peaked at $26.3K in Q4 2025.
4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Cresta Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.