FAG
V icon

Fortitude Advisory Group’s Visa V Stock Holding History

Fortitude Advisory Group’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 		$587K Sell
1,711
-40
-2% -$12.8K 0.22% 98
2026
Q1 		$529K Sell
1,751
-519
-23% -$167K 0.24% 93
2025
Q4 		$796K Buy
2,270
+84
+4% +$28.6K 0.34% 47
2025
Q3 		$746K Sell
2,186
-317
-13% -$110K 0.4% 46
2025
Q2 		$889K Buy
2,503
+77
+3% +$26.8K 0.51% 38
2025
Q1 		$804K Sell
2,426
-258
-10% -$87.3K 0.58% 33
2024
Q4 		$848K Sell
2,684
-147
-5% -$44.2K 0.51% 36
2024
Q3 		$778K Sell
2,831
-69
-2% -$18.7K 0.49% 39
2024
Q2 		$761K Buy
2,900
+6
+0.2% +$1.65K 0.45% 37
2024
Q1 		$808K Sell
2,894
-477
-14% -$132K 0.46% 44
2023
Q4 		$878K Sell
3,371
-12
-0.4% -$2.96K 0.53% 35
2023
Q3 		$778K Buy
3,383
+91
+3% +$21.9K 0.53% 38
2023
Q2 		$782K Sell
3,292
-227
-6% -$52K 0.57% 36
2023
Q1 		$793K Buy
3,519
+94
+3% +$20.9K 0.61% 36
2022
Q4 		$712K Sell
3,425
-247
-7% -$49.8K 0.61% 38
2022
Q3 		$652K Sell
3,672
-29
-0.8% -$5.9K 0.62% 42
2022
Q2 		$729K Sell
3,701
-804
-18% -$166K 0.67% 37
2022
Q1 		$999K Buy
4,505
+185
+4% +$40K 0.53% 26
2021
Q4 		$936K Buy
+4,320
New +$927K 0.47% 35

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Fortitude Advisory Group's V Position: Q2 2026 in Review

Fortitude Advisory Group reduced its Visa (V) stake by 2.3% in Q2 2026, selling an estimated $12.8K and leaving 1,711 shares worth $587K. The position accounts for 0.22% of the portfolio, ranked #98.

Fortitude Advisory Group first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $999K in Q1 2022. 1,817 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Fortitude Advisory Group held 1,711 shares of Visa worth $587K as of Q2 2026.
  • Fortitude Advisory Group sold 40 Visa shares in Q2 2026, an estimated $12.8K.
  • Visa made up 0.22% of Fortitude Advisory Group's portfolio in Q2 2026, its #98 holding.
  • Fortitude Advisory Group first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • Fortitude Advisory Group's Visa position peaked at $999K in Q1 2022.
  • 1,817 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.