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Cypress Capital Advisors’s Visa V Stock Holding History

Cypress Capital 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 		$1.09M Sell
3,191
-161
-5% -$51.7K 0.45% 30
2026
Q1 		$1.01M Sell
3,352
-19
-0.6% -$6.11K 0.55% 33
2025
Q4 		$1.18M Buy
3,371
+15
+0.4% +$5.11K 0.63% 26
2025
Q3 		$1.15M Sell
3,356
-621
-16% -$215K 0.65% 28
2025
Q2 		$1.41M Buy
3,977
+64
+2% +$22.3K 0.88% 22
2025
Q1 		$1.37M Sell
3,913
-14
-0.4% -$4.74K 0.95% 18
2024
Q4 		$1.24M Buy
+3,927
New +$1.18M 0.97% 17

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Cypress Capital Advisors's V Position: Q2 2026 in Review

Cypress Capital Advisors reduced its Visa (V) stake by 4.8% in Q2 2026, selling an estimated $51.7K and leaving 3,191 shares worth $1.09M. The position accounts for 0.45% of the portfolio, ranked #30.

Cypress Capital Advisors first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.41M in Q2 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Cypress Capital Advisors held 3,191 shares of Visa worth $1.09M as of Q2 2026.
  • Cypress Capital Advisors sold 161 Visa shares in Q2 2026, an estimated $51.7K.
  • Visa made up 0.45% of Cypress Capital Advisors's portfolio in Q2 2026, its #30 holding.
  • Cypress Capital Advisors first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Cypress Capital Advisors's Visa position peaked at $1.41M in Q2 2025.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Cypress Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.