DA
V icon

Denali Advisors’s Visa V Stock Holding History

Denali 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 		$2.02M Sell
6,697
-28
-0.4% -$9K 0.23% 116
2025
Q4 		$2.36M Sell
6,725
-107
-2% -$36.5K 0.26% 100
2025
Q3 		$2.33M Sell
6,832
-5,148
-43% -$1.78M 0.26% 105
2025
Q2 		$4.25M Sell
11,980
-212
-2% -$73.9K 0.44% 76
2025
Q1 		$4.27M Sell
12,192
-133
-1% -$45K 0.49% 70
2024
Q4 		$3.9M Sell
12,325
-14,524
-54% -$4.37M 0.41% 87
2024
Q3 		$7.38M Buy
+26,849
New +$7.26M 0.79% 29

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Denali Advisors's V Position: Q1 2026 in Review

Denali Advisors reduced its Visa (V) stake by 0.42% in Q1 2026, selling an estimated $9K and leaving 6,697 shares worth $2.02M. The position accounts for 0.23% of the portfolio, ranked #116.

Denali Advisors first reported a position in V in Q3 2024 and has held it in 7 quarters since. The position peaked at $7.38M in Q3 2024. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Denali Advisors held 6,697 shares of Visa worth $2.02M as of Q1 2026.
  • Denali Advisors sold 28 Visa shares in Q1 2026, an estimated $9K.
  • Visa made up 0.23% of Denali Advisors's portfolio in Q1 2026, its #116 holding.
  • Denali Advisors first reported a position in Visa in Q3 2024 and has held it in 7 quarters since.
  • Denali Advisors's Visa position peaked at $7.38M in Q3 2024.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Denali Advisors's 13F filing for Q1 2026, filed 8 May 2026.