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Enclave Advisors’s Visa V Stock Holding History

Enclave 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 		$361K Buy
1,052
+18
+2% +$5.78K 0.05% 109
2026
Q1 		$313K Buy
1,034
+118
+13% +$37.9K 0.04% 112
2025
Q4 		$321K Sell
916
-112
-11% -$38.2K 0.05% 106
2025
Q3 		$351K Sell
1,028
-8
-0.8% -$2.77K 0.05% 93
2025
Q2 		$368K Sell
1,036
-9
-0.9% -$3.14K 0.06% 87
2025
Q1 		$366K Sell
1,045
-28
-3% -$9.47K 0.06% 84
2024
Q4 		$339K Sell
1,073
-109
-9% -$32.8K 0.06% 94
2024
Q3 		$325K Buy
+1,182
New +$320K 0.06% 93

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

Enclave Advisors's V Position: Q2 2026 in Review

Enclave Advisors increased its Visa (V) stake by 1.7% in Q2 2026, buying an estimated $5.78K and bringing the position to 1,052 shares worth $361K. The position accounts for 0.05% of the portfolio, ranked #109.

Enclave Advisors first reported a position in V in Q3 2024 and has held it in 8 quarters since. The position peaked at $368K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Enclave Advisors held 1,052 shares of Visa worth $361K as of Q2 2026.
  • Enclave Advisors bought 18 Visa shares in Q2 2026, an estimated $5.78K.
  • Visa made up 0.05% of Enclave Advisors's portfolio in Q2 2026, its #109 holding.
  • Enclave Advisors first reported a position in Visa in Q3 2024 and has held it in 8 quarters since.
  • Enclave Advisors's Visa position peaked at $368K in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Enclave Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.