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Fortis Capital Advisors’s Visa V Stock Holding History

Fortis Capital 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 		$1.91M Buy
5,552
+506
+10% +$162K 0.21% 80
2026
Q1 		$1.53M Buy
5,046
+191
+4% +$61.4K 0.2% 81
2025
Q4 		$1.7M Buy
4,855
+227
+5% +$77.3K 0.25% 59
2025
Q3 		$1.58M Buy
4,628
+81
+2% +$28K 0.25% 59
2025
Q2 		$1.61M Buy
4,547
+108
+2% +$37.6K 0.29% 51
2025
Q1 		$1.56M Buy
4,439
+2,211
+99% +$748K 0.32% 49
2024
Q4 		$616K Sell
2,228
-11
-0.5% -$3.31K 0.21% 95
2024
Q3 		$616K Sell
2,239
-118
-5% -$31.9K 0.21% 91
2024
Q2 		$619K Sell
2,357
-67
-3% -$18.4K 0.22% 85
2024
Q1 		$676K Buy
2,424
+254
+12% +$70.1K 0.28% 62
2023
Q4 		$565K Buy
2,170
+9
+0.4% +$2.22K 0.3% 53
2023
Q3 		$497K Buy
2,161
+674
+45% +$162K 0.32% 52
2023
Q2 		$353K Buy
1,487
+312
+27% +$71.4K 0.21% 67
2023
Q1 		$265K Sell
1,175
-60
-5% -$13.4K 0.14% 89
2022
Q4 		$257K Buy
+1,235
New +$249K 0.15% 97

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

Fortis Capital Advisors's V Position: Q2 2026 in Review

Fortis Capital Advisors increased its Visa (V) stake by 10% in Q2 2026, buying an estimated $162K and bringing the position to 5,552 shares worth $1.91M. The position accounts for 0.21% of the portfolio, ranked #80.

Fortis Capital Advisors first reported a position in V in Q4 2022 and has held it in 15 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Fortis Capital Advisors held 5,552 shares of Visa worth $1.91M as of Q2 2026.
  • Fortis Capital Advisors bought 506 Visa shares in Q2 2026, an estimated $162K.
  • Visa made up 0.21% of Fortis Capital Advisors's portfolio in Q2 2026, its #80 holding.
  • Fortis Capital Advisors first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.