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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
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 $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

Elevate Capital Advisors's V Position: Q1 2026 in Review

Elevate Capital Advisors reduced its Visa (V) stake by 9.1% in Q1 2026, selling an estimated $322K and leaving 10,027 shares worth $3.03M. The position accounts for 1.96% of the portfolio, ranked #12.

Elevate Capital Advisors first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.87M in Q4 2025. 4,450 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Elevate Capital Advisors held 10,027 shares of Visa worth $3.03M as of Q1 2026.
  • Elevate Capital Advisors sold 1,001 Visa shares in Q1 2026, an estimated $322K.
  • Visa made up 1.96% of Elevate Capital Advisors's portfolio in Q1 2026, its #12 holding.
  • Elevate Capital Advisors first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Elevate Capital Advisors's Visa position peaked at $3.87M in Q4 2025.
  • 4,450 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Elevate Capital Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.