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Everpar Advisors’s Visa V Stock Holding History

Everpar 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 		$2.07M Buy
6,027
+919
+18% +$295K 0.59% 36
2026
Q1 		$1.54M Buy
5,108
+812
+19% +$261K 0.53% 37
2025
Q4 		$1.51M Buy
4,296
+490
+13% +$167K 0.56% 36
2025
Q3 		$1.3M Buy
3,806
+105
+3% +$36.3K 0.51% 35
2025
Q2 		$1.31M Buy
3,701
+241
+7% +$84K 0.6% 32
2025
Q1 		$1.21M Buy
3,460
+268
+8% +$90.7K 0.64% 33
2024
Q4 		$1.01M Buy
3,192
+19
+0.6% +$5.71K 0.51% 36
2024
Q3 		$872K Sell
3,173
-461
-13% -$125K 0.45% 47
2024
Q2 		$954K Buy
3,634
+1,501
+70% +$411K 0.48% 43
2024
Q1 		$595K Buy
2,133
+435
+26% +$120K 0.36% 79
2023
Q4 		$442K Buy
+1,698
New +$419K 0.21% 170

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Everpar Advisors's V Position: Q2 2026 in Review

Everpar Advisors increased its Visa (V) stake by 18% in Q2 2026, buying an estimated $295K and bringing the position to 6,027 shares worth $2.07M. The position accounts for 0.59% of the portfolio, ranked #36.

Everpar Advisors first reported a position in V in Q4 2023 and has held it in 11 quarters since. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Everpar Advisors held 6,027 shares of Visa worth $2.07M as of Q2 2026.
  • Everpar Advisors bought 919 Visa shares in Q2 2026, an estimated $295K.
  • Visa made up 0.59% of Everpar Advisors's portfolio in Q2 2026, its #36 holding.
  • Everpar Advisors first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • 825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.