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Dover Advisors’s Visa V Stock Holding History

Dover 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 		$1.07M Sell
3,055
-202
-6% -$64.9K 0.44% 61
2026
Q1 		$984K Buy
3,257
+202
+7% +$65K 0.41% 64
2025
Q4 		$1.07M Sell
3,055
-87
-3% -$29.6K 0.42% 64
2025
Q3 		$1.07M Sell
3,142
-5
-0.2% -$1.73K 0.43% 61
2025
Q2 		$1.12M Buy
3,147
+76
+2% +$26.5K 0.49% 54
2025
Q1 		$1.08M Buy
3,071
+103
+3% +$34.9K 0.47% 60
2024
Q4 		$938K Sell
2,968
-12
-0.4% -$3.61K 0.54% 61
2024
Q3 		$819K Sell
2,980
-194
-6% -$52.4K 0.46% 69
2024
Q2 		$833K Buy
3,174
+740
+30% +$203K 0.51% 62
2024
Q1 		$679K Buy
2,434
+686
+39% +$189K 0.47% 67
2023
Q4 		$455K Sell
1,748
-192
-10% -$47.3K 0.6% 57
2023
Q3 		$446K Sell
1,940
-5
-0.3% -$1.2K 0.45% 67
2023
Q2 		$462K Buy
1,945
+131
+7% +$30K 0.41% 67
2023
Q1 		$409K Buy
1,814
+115
+7% +$25.6K 0.39% 69
2022
Q4 		$353K Buy
+1,699
New +$343K 0.38% 71

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

Dover Advisors's V Position: Q2 2026 in Review

Dover Advisors reduced its Visa (V) stake by 6.2% in Q2 2026, selling an estimated $64.9K and leaving 3,055 shares worth $1.07M. The position accounts for 0.44% of the portfolio, ranked #61.

Dover Advisors first reported a position in V in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.12M in Q2 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Dover Advisors held 3,055 shares of Visa worth $1.07M as of Q2 2026.
  • Dover Advisors sold 202 Visa shares in Q2 2026, an estimated $64.9K.
  • Visa made up 0.44% of Dover Advisors's portfolio in Q2 2026, its #61 holding.
  • Dover Advisors first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • Dover Advisors's Visa position peaked at $1.12M in Q2 2025.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Dover Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.