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Elevate Capital Advisors’s Visa V Stock Holding History

Elevate 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 		$2.49M Sell
7,248
-2,779
-28% -$892K 1.37% 21
2026
Q1 		$3.03M Sell
10,027
-1,001
-9% -$322K 1.96% 12
2025
Q4 		$3.87M Buy
11,028
+126
+1% +$42.9K 2.56% 11
2025
Q3 		$3.72M Buy
10,902
+3,660
+51% +$1.27M 2.59% 10
2025
Q2 		$2.57M Sell
7,242
-317
-4% -$110K 2.05% 15
2025
Q1 		$2.65M Sell
7,559
-522
-6% -$177K 2.45% 10
2024
Q4 		$2.55M Buy
+8,081
New +$2.43M 2.25% 12

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

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

Elevate Capital Advisors reduced its Visa (V) stake by 28% in Q2 2026, selling an estimated $892K and leaving 7,248 shares worth $2.49M. The position accounts for 1.37% of the portfolio, ranked #21.

Elevate Capital Advisors first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.87M in Q4 2025. 4,577 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Elevate Capital Advisors held 7,248 shares of Visa worth $2.49M as of Q2 2026.
  • Elevate Capital Advisors sold 2,779 Visa shares in Q2 2026, an estimated $892K.
  • Visa made up 1.37% of Elevate Capital Advisors's portfolio in Q2 2026, its #21 holding.
  • Elevate Capital Advisors first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Elevate Capital Advisors's Visa position peaked at $3.87M in Q4 2025.
  • 4,577 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Elevate Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.