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Fortis Group Advisors’s Visa V Stock Holding History

Fortis Group 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 		$3.04M Sell
8,871
-340
-4% -$109K 0.49% 60
2026
Q1 		$3.03M Sell
9,211
-35
-0.4% -$11.3K 0.5% 55
2025
Q4 		$2.99M Sell
9,246
-234
-2% -$79.7K 0.5% 51
2025
Q3 		$3.23M Sell
9,480
-3,881
-29% -$1.34M 0.56% 48
2025
Q2 		$4.62M Sell
13,361
-462
-3% -$161K 0.84% 31
2025
Q1 		$4.84M Sell
13,823
-340
-2% -$115K 0.94% 34
2024
Q4 		$4.48M Buy
14,163
+334
+2% +$100K 0.83% 37
2024
Q3 		$3.8M Sell
13,829
-6,201
-31% -$1.68M 0.7% 44
2024
Q2 		$5.26M Sell
20,030
-11,294
-36% -$3.1M 1.04% 33
2024
Q1 		$8.74M Buy
31,324
+6,186
+25% +$1.71M 1.61% 16
2023
Q4 		$5.7M Buy
25,138
+471
+2% +$116K 1.41% 13
2023
Q3 		$5.56M Sell
24,667
-165
-0.7% -$39.7K 1.71% 12
2023
Q2 		$5.9M Buy
24,832
+612
+3% +$140K 1.57% 18
2023
Q1 		$5.64M Buy
+24,220
New +$5.39M 1.7% 12
2020
Q3 		$9.15M Buy
+45,764
New +$9.14M 1.77% 15

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 Group Advisors's V Position: Q2 2026 in Review

Fortis Group Advisors reduced its Visa (V) stake by 3.7% in Q2 2026, selling an estimated $109K and leaving 8,871 shares worth $3.04M. The position accounts for 0.49% of the portfolio, ranked #60.

Fortis Group Advisors first reported a position in V in Q3 2020 and has held it in 15 quarters since. The position peaked at $9.15M in Q3 2020. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Fortis Group Advisors held 8,871 shares of Visa worth $3.04M as of Q2 2026.
  • Fortis Group Advisors sold 340 Visa shares in Q2 2026, an estimated $109K.
  • Visa made up 0.49% of Fortis Group Advisors's portfolio in Q2 2026, its #60 holding.
  • Fortis Group Advisors first reported a position in Visa in Q3 2020 and has held it in 15 quarters since.
  • Fortis Group Advisors's Visa position peaked at $9.15M in Q3 2020.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.