Elevated Capital Advisors
V icon

Elevated Capital Advisors’s Visa V Stock Holding History

Elevated 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
Q3 		$1.15M Sell
3,205
-1,928
-38% -$705K 0.38% 49
2026
Q2 		$1.76M Sell
5,133
-1,918
-27% -$616K 0.48% 50
2026
Q1 		$2.13M Buy
7,051
+273
+4% +$87.8K 0.54% 45
2025
Q4 		$2.38M Buy
6,778
+162
+2% +$55.2K 0.55% 44
2025
Q3 		$2.26M Buy
6,616
+146
+2% +$50.5K 0.56% 43
2025
Q2 		$2.27M Hold
6,470
– – 0.64% 36
2025
Q1 		$2.27M Sell
6,470
-374
-5% -$127K 0.64% 36
2024
Q4 		$2.16M Buy
6,844
+320
+5% +$96.2K 0.59% 38
2024
Q3 		$1.79M Buy
6,524
+845
+15% +$228K 0.48% 46
2024
Q2 		$1.49M Buy
5,679
+397
+8% +$109K 0.42% 61
2024
Q1 		$1.47M Buy
5,282
+546
+12% +$151K 0.42% 71
2023
Q4 		$1.23M Buy
4,736
+161
+4% +$39.7K 0.39% 81
2023
Q3 		$1.05M Sell
4,575
-141
-3% -$33.9K 0.36% 83
2023
Q2 		$1.12M Buy
4,716
+152
+3% +$34.8K 0.37% 88
2023
Q1 		$1.03M Sell
4,564
-85
-2% -$18.9K 0.37% 85
2022
Q4 		$966K Buy
4,649
+2,747
+144% +$554K 0.37% 80
2022
Q3 		$338K Buy
+1,902
New +$387K 0.13% 130
2022
Q1 		$1.01M Buy
+4,574
New +$989K 0.34% 100
2021
Q3 		$832K Buy
+3,733
New +$875K 0.29% 105
2021
Q1 		$694K Buy
3,110
+311
+11% +$65.5K 0.27% 107
2020
Q4 		$612K Buy
2,799
+412
+17% +$84.3K 0.27% 108
2020
Q3 		$509K Buy
2,387
+68
+3% +$13.6K 0.24% 119
2020
Q2 		$502K Buy
+2,319
New +$424K 0.24% 124
2019
Q4 		$403K Buy
+2,147
New +$387K 0.45% 68
2019
Q1 		$801K Buy
+4,827
New +$696K 0.53% 64

Other funds holding V

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Elevated Capital Advisors's V Position: Q3 2026 in Review

Elevated Capital Advisors reduced its Visa (V) stake by 38% in Q3 2026, selling an estimated $705K and leaving 3,205 shares worth $1.15M. The position accounts for 0.38% of the portfolio, ranked #49.

Elevated Capital Advisors first reported a position in V in Q1 2019 and has held it in 25 quarters since. The position peaked at $2.38M in Q4 2025. 3,188 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Elevated Capital Advisors held 3,205 shares of Visa worth $1.15M as of Q3 2026.
  • Elevated Capital Advisors sold 1,928 Visa shares in Q3 2026, an estimated $705K.
  • Visa made up 0.38% of Elevated Capital Advisors's portfolio in Q3 2026, its #49 holding.
  • Elevated Capital Advisors first reported a position in Visa in Q1 2019 and has held it in 25 quarters since.
  • Elevated Capital Advisors's Visa position peaked at $2.38M in Q4 2025.
  • 3,188 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.