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Emerald Advisors’s Visa V Stock Holding History

Emerald 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 		$907K Buy
2,645
+114
+5% +$36.6K 0.11% 61
2026
Q1 		$765K Buy
2,531
+168
+7% +$54K 0.09% 64
2025
Q4 		$829K Buy
2,363
+73
+3% +$24.9K 0.11% 60
2025
Q3 		$782K Sell
2,290
-35
-2% -$12.1K 0.1% 57
2025
Q2 		$825K Buy
2,325
+158
+7% +$55.1K 0.11% 51
2025
Q1 		$759K Buy
2,167
+312
+17% +$106K 0.1% 51
2024
Q4 		$586K Buy
1,855
+25
+1% +$7.52K 0.08% 59
2024
Q3 		$532K Buy
1,830
+54
+3% +$14.6K 0.08% 61
2024
Q2 		$466K Buy
1,776
+14
+0.8% +$3.84K 0.07% 62
2024
Q1 		$492K Sell
1,762
-14
-0.8% -$3.87K 0.09% 60
2023
Q4 		$462K Buy
1,776
+26
+1% +$6.41K 0.09% 57
2023
Q3 		$403K Buy
1,750
+21
+1% +$5.05K 0.09% 57
2023
Q2 		$411K Buy
1,729
+49
+3% +$11.2K 0.1% 57
2023
Q1 		$379K Sell
1,680
-50
-3% -$11.1K 0.1% 54
2022
Q4 		$359K Sell
1,730
-67
-4% -$13.5K 0.1% 55
2022
Q3 		$319K Sell
1,797
-28
-2% -$5.7K 0.09% 63
2022
Q2 		$359K Sell
1,825
-142
-7% -$29.3K 0.1% 61
2022
Q1 		$436K Buy
1,967
+6
+0.3% +$1.3K 0.1% 61
2021
Q4 		$425K Sell
1,961
-365
-16% -$78.4K 0.1% 61
2021
Q3 		$518K Buy
2,326
+151
+7% +$35.4K 0.15% 56
2021
Q2 		$509K Buy
2,175
+135
+7% +$30.9K 0.16% 53
2021
Q1 		$432K Sell
2,040
-96
-4% -$20.2K 0.16% 49
2020
Q4 		$467K Sell
2,136
-339
-14% -$69.4K 0.16% 46
2020
Q3 		$495K Buy
2,475
+47
+2% +$9.39K 0.19% 38
2020
Q2 		$469K Buy
2,428
+51
+2% +$9.32K 0.21% 39
2020
Q1 		$440K Buy
2,377
+188
+9% +$35.4K 0.2% 38
2019
Q4 		$441K Buy
+2,189
New +$394K 0.42% 34

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

Emerald Advisors's V Position: Q2 2026 in Review

Emerald Advisors increased its Visa (V) stake by 4.5% in Q2 2026, buying an estimated $36.6K and bringing the position to 2,645 shares worth $907K. The position accounts for 0.11% of the portfolio, ranked #61.

Emerald Advisors first reported a position in V in Q4 2019 and has held it in 27 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Emerald Advisors held 2,645 shares of Visa worth $907K as of Q2 2026.
  • Emerald Advisors bought 114 Visa shares in Q2 2026, an estimated $36.6K.
  • Visa made up 0.11% of Emerald Advisors's portfolio in Q2 2026, its #61 holding.
  • Emerald Advisors first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Emerald Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.