CV Advisors
V icon

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
Q3 		$2M Hold
5,558
– – 0.34% 25
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)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CV Advisors's V Position: Q3 2026 in Review

CV Advisors held its Visa (V) position steady in Q3 2026 at 5,558 shares worth $2M. The position accounts for 0.34% of the portfolio, ranked #25.

CV Advisors first reported a position in V in Q4 2021 and has held it in 6 quarters since. The position peaked at $2.1M in Q4 2021. 1,234 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • CV Advisors held 5,558 shares of Visa worth $2M as of Q3 2026.
  • CV Advisors left its Visa share count unchanged in Q3 2026.
  • Visa made up 0.34% of CV Advisors's portfolio in Q3 2026, its #25 holding.
  • CV Advisors first reported a position in Visa in Q4 2021 and has held it in 6 quarters since.
  • CV Advisors's Visa position peaked at $2.1M in Q4 2021.
  • 1,234 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on CV Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.