CV Advisors’s Visa V Stock Holding History

CV 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 Q2	$1.91M	Buy	+5,558	New	+$1.78M	0.35%	31
2022 Q4	–	Sell	-1,717	Closed	-$306K	–	25
2022 Q3	$306K	Sell	1,717 -308	-15%	-$62.7K	0.3%	21
2022 Q2	$399K	Hold	2,025	–	–	0.38%	16
2022 Q1	$448K	Sell	2,025 -7,654	-79%	-$1.66M	0.32%	22
2021 Q4	$2.1M	Buy	+9,679	New	+$2.08M	1.2%	15

Other funds holding V

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

CV Advisors's V Position: Q2 2026 in Review

CV Advisors opened a new position in Visa (V) in Q2 2026: 5,558 shares worth $1.91M. The stake represents 0.35% of the portfolio and ranks #31 among its holdings. This is a return to the name: CV Advisors previously reported a position in V as recently as Q3 2022.

CV Advisors first reported a position in V in Q4 2021 and has held it in 5 quarters since. The position peaked at $2.1M in Q4 2021. 1,136 funds tracked by Wall St. Rank hold V as of Q2 2026.

CV Advisors held 5,558 shares of Visa worth $1.91M as of Q2 2026.
Visa was a new CV Advisors position in Q2 2026.
Visa made up 0.35% of CV Advisors's portfolio in Q2 2026, its #31 holding.
CV Advisors first reported a position in Visa in Q4 2021 and has held it in 5 quarters since.
CV Advisors's Visa position peaked at $2.1M in Q4 2021.
1,136 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on CV Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.