Diversify Advisory Services’s Visa V Stock Holding History

Diversify Advisory Services’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	$2.84M	Sell	8,475 -25,038	-75%	-$8.05M	0.43%	28
2025 Q4	$11M	Buy	33,513 +827	+3%	+$282K	0.35%	46
2025 Q3	$11M	Sell	32,686 -3,607	-10%	-$1.25M	0.37%	45
2025 Q2	$12.2M	Buy	36,293 +8,408	+30%	+$2.93M	0.47%	36
2025 Q1	$9.52M	Buy	27,885 +2,465	+10%	+$834K	0.59%	28
2024 Q4	$7.82M	Sell	25,420 -3,405	-12%	-$1.02M	0.43%	32
2024 Q3	$8.21M	Sell	28,825 -2,446	-8%	-$661K	0.44%	41
2024 Q2	$8.3M	Sell	31,271 -3,132	-9%	-$858K	0.45%	43
2024 Q1	$9.57M	Buy	+34,403	New	+$9.5M	0.56%	37

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

Diversify Advisory Services's V Position: Q1 2026 in Review

Diversify Advisory Services reduced its Visa (V) stake by 75% in Q1 2026, selling an estimated $8.05M and leaving 8,475 shares worth $2.84M. The position accounts for 0.43% of the portfolio, ranked #28.

Diversify Advisory Services first reported a position in V in Q1 2024 and has held it in 9 quarters since. The position peaked at $12.2M in Q2 2025. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

Diversify Advisory Services held 8,475 shares of Visa worth $2.84M as of Q1 2026.
Diversify Advisory Services sold 25,038 Visa shares in Q1 2026, an estimated $8.05M.
Visa made up 0.43% of Diversify Advisory Services's portfolio in Q1 2026, its #28 holding.
Diversify Advisory Services first reported a position in Visa in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's Visa position peaked at $12.2M in Q2 2025.
4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.