Diversify Advisory Services
V icon

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
Q2 		$21.9M Buy
60,289
+51,814
+611% +$16.6M 0.37% 50
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 		$9.5M 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 		$9.6M Buy
+34,403
New +$9.5M 0.56% 37

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 $3.38T AUM 44.17% 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

Diversify Advisory Services's V Position: Q2 2026 in Review

Diversify Advisory Services increased its Visa (V) stake by 611% in Q2 2026, buying an estimated $16.6M and bringing the position to 60,289 shares worth $21.9M. The position accounts for 0.37% of the portfolio, ranked #50.

Diversify Advisory Services first reported a position in V in Q1 2024 and has held it in 10 quarters since. 4,595 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Diversify Advisory Services held 60,289 shares of Visa worth $21.9M as of Q2 2026.
  • Diversify Advisory Services bought 51,814 Visa shares in Q2 2026, an estimated $16.6M.
  • Visa made up 0.37% of Diversify Advisory Services's portfolio in Q2 2026, its #50 holding.
  • Diversify Advisory Services first reported a position in Visa in Q1 2024 and has held it in 10 quarters since.
  • 4,595 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.