Elevation Advisory Partners’s Visa V Stock Holding History

Elevation Advisory Partners’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	–	Sell	-791	Closed	-$257K	–	88
2026 Q1	$257K	Buy	+791	New	+$254K	0.24%	71

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Elevation Advisory Partners's V Position: Q2 2026 in Review

Elevation Advisory Partners sold out of Visa (V) in Q2 2026, closing a stake of 791 shares — an estimated $257K sold.

Elevation Advisory Partners first reported a position in V in Q1 2026 and held it in 1 quarter. The position peaked at $257K in Q1 2026. 4,543 funds tracked by Wall St. Rank hold V as of Q2 2026.

Elevation Advisory Partners reported no remaining Visa position as of Q2 2026 after selling out during the quarter.
Elevation Advisory Partners sold 791 Visa shares in Q2 2026, an estimated $257K.
Elevation Advisory Partners first reported a position in Visa in Q1 2026 and held it in 1 quarter.
Elevation Advisory Partners's Visa position peaked at $257K in Q1 2026.
4,543 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Elevation Advisory Partners's 13F filing for Q2 2026, filed 13 Aug 2026.