Emerald Advisers’s Visa V Stock Holding History

Emerald Advisers’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	$719K	Sell	2,095 -28	-1%	-$8.99K	0.02%	163
2026 Q1	$642K	Hold	2,123	–	–	0.02%	160
2025 Q4	$745K	Sell	2,123 -55	-3%	-$18.7K	0.02%	148
2025 Q3	$744K	Hold	2,178	–	–	0.02%	160
2025 Q2	$773K	Sell	2,178 -99	-4%	-$34.5K	0.03%	152
2025 Q1	$798K	Sell	2,277 -684	-23%	-$231K	0.04%	140
2024 Q4	$936K	Sell	2,961 -60	-2%	-$18K	0.04%	136
2024 Q3	$831K	Sell	3,021 -609	-17%	-$165K	0.03%	145
2024 Q2	$953K	Sell	3,630 -238	-6%	-$65.2K	0.04%	144
2024 Q1	$1.08M	Sell	3,868 -1,046	-21%	-$289K	0.04%	143
2023 Q4	$1.28M	Sell	4,914 -1,115	-18%	-$275K	0.05%	143
2023 Q3	$1.39M	Hold	6,029	–	–	0.07%	135
2023 Q2	$1.43M	Sell	6,029 -710	-11%	-$162K	0.06%	133
2023 Q1	$1.52M	Hold	6,739	–	–	0.07%	134
2022 Q4	$1.4M	Sell	6,739 -162	-2%	-$32.7K	0.07%	129
2022 Q3	$1.23M	Hold	6,901	–	–	0.06%	135
2022 Q2	$1.36M	Buy	6,901 +1,247	+22%	+$258K	0.07%	130
2022 Q1	$1.25M	Buy	5,654 +1,702	+43%	+$368K	0.05%	149
2021 Q4	$856K	Sell	3,952 -172	-4%	-$36.9K	0.03%	166
2021 Q3	$919K	Hold	4,124	–	–	0.03%	159
2021 Q2	$964K	Buy	4,124 +775	+23%	+$177K	0.04%	161
2021 Q1	$709K	Sell	3,349 -450	-12%	-$94.7K	0.03%	172
2020 Q4	$831K	Sell	3,799 -927	-20%	-$190K	0.03%	168
2020 Q3	$945K	Hold	4,726	–	–	0.04%	149
2020 Q2	$913K	Hold	4,726	–	–	0.04%	150
2020 Q1	$761K	Sell	4,726 -325	-6%	-$61.2K	0.04%	142
2019 Q4	$949K	Hold	5,051	–	–	0.04%	148
2019 Q3	$869K	Buy	5,051 +613	+14%	+$109K	0.04%	147
2019 Q2	$770K	Buy	4,438 +774	+21%	+$127K	0.03%	163
2019 Q1	$572K	Hold	3,664	–	–	0.02%	194
2018 Q4	$483K	Buy	3,664 +675	+23%	+$93.2K	0.02%	192
2018 Q3	$449K	Hold	2,989	–	–	0.02%	212
2018 Q2	$396K	Sell	2,989 -329	-10%	-$42.3K	0.01%	217
2018 Q1	$397K	Buy	3,318 +805	+32%	+$97.6K	0.02%	218
2017 Q4	$287K	Buy	+2,513	New	+$278K	0.01%	221
2015 Q2	–	Sell	-4,436	Closed	-$296K	–	377
2015 Q1	$296K	Hold	4,436	–	–	0.01%	306
2014 Q4	$291K	Sell	4,436 -1,084	-20%	-$65.3K	0.02%	300
2014 Q3	$294K	Sell	5,520 -2,112	-28%	-$114K	0.02%	306
2014 Q2	$402K	Buy	7,632 +432	+6%	+$22.6K	0.02%	295
2014 Q1	$389K	Sell	7,200 -1,220	-14%	-$67.8K	0.02%	299
2013 Q4	$469K	Sell	8,420 -256	-3%	-$12.9K	0.03%	284
2013 Q3	$414K	Buy	+8,676	New	+$401K	0.02%	288

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

Emerald Advisers's V Position: Q2 2026 in Review

Emerald Advisers reduced its Visa (V) stake by 1.3% in Q2 2026, selling an estimated $8.99K and leaving 2,095 shares worth $719K. The position accounts for 0.02% of the portfolio, ranked #163.

Emerald Advisers first reported a position in V in Q3 2013 and has held it in 42 quarters since. The position peaked at $1.52M in Q1 2023. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

Emerald Advisers held 2,095 shares of Visa worth $719K as of Q2 2026.
Emerald Advisers sold 28 Visa shares in Q2 2026, an estimated $8.99K.
Visa made up 0.02% of Emerald Advisers's portfolio in Q2 2026, its #163 holding.
Emerald Advisers first reported a position in Visa in Q3 2013 and has held it in 42 quarters since.
Emerald Advisers's Visa position peaked at $1.52M in Q1 2023.
4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Emerald Advisers's 13F filing for Q2 2026, filed 5 Aug 2026.