Great Valley Advisor Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18.5M | Buy |
53,885
+1,661
| +3% | +$533K | 0.29% | 86 |
|
|
2026
Q1 | $15.8M | Buy |
52,224
+529
| +1% | +$170K | 0.29% | 91 |
|
|
2025
Q4 | $18.1M | Sell |
51,695
-4,167
| -7% | -$1.42M | 0.35% | 72 |
|
|
2025
Q3 | $19.1M | Buy |
55,862
+4,989
| +10% | +$1.73M | 0.38% | 66 |
|
|
2025
Q2 | $18.1M | Sell |
50,873
-19,405
| -28% | -$6.76M | 0.4% | 63 |
|
|
2025
Q1 | $24.6M | Sell |
70,278
-6,450
| -8% | -$2.18M | 0.53% | 50 |
|
|
2024
Q4 | $24.2M | Buy |
76,728
+1,199
| +2% | +$361K | 0.54% | 43 |
|
|
2024
Q3 | $20.8M | Buy |
75,529
+2,440
| +3% | +$660K | 0.51% | 49 |
|
|
2024
Q2 | $19.2M | Buy |
73,089
+6,877
| +10% | +$1.88M | 0.54% | 43 |
|
|
2024
Q1 | $18.5M | Sell |
66,212
-1,191
| -2% | -$329K | 0.56% | 42 |
|
|
2023
Q4 | $17.5M | Buy |
67,403
+5,195
| +8% | +$1.28M | 0.62% | 40 |
|
|
2023
Q3 | $14.3M | Buy |
62,208
+5,287
| +9% | +$1.27M | 0.59% | 42 |
|
|
2023
Q2 | $13.5M | Buy |
56,921
+3,513
| +7% | +$804K | 0.57% | 44 |
|
|
2023
Q1 | $12M | Buy |
53,408
+15,205
| +40% | +$3.38M | 0.56% | 49 |
|
|
2022
Q4 | $7.94M | Buy |
38,203
+941
| +3% | +$190K | 0.41% | 59 |
|
|
2022
Q3 | $6.62M | Buy |
37,262
+1,191
| +3% | +$242K | 0.37% | 63 |
|
|
2022
Q2 | $7.1M | Buy |
36,071
+2,711
| +8% | +$560K | 0.39% | 63 |
|
|
2022
Q1 | $7.34M | Sell |
33,360
-414
| -1% | -$89.5K | 0.43% | 60 |
|
|
2021
Q4 | $7.39M | Sell |
33,774
-114
| -0.3% | -$24.5K | 0.46% | 52 |
|
|
2021
Q3 | $7.55M | Buy |
33,888
+2,059
| +6% | +$483K | 0.52% | 46 |
|
|
2021
Q2 | $7.18M | Buy |
31,829
+2,334
| +8% | +$534K | 0.53% | 42 |
|
|
2021
Q1 | $6.25M | Sell |
29,495
-7,082
| -19% | -$1.49M | 0.6% | 35 |
|
|
2020
Q4 | $8M | Buy |
36,577
+1,236
| +3% | +$253K | 0.83% | 22 |
|
|
2020
Q3 | $7.07M | Buy |
35,341
+5,656
| +19% | +$1.13M | 0.87% | 20 |
|
|
2020
Q2 | $5.73M | Buy |
29,685
+4,119
| +16% | +$753K | 0.94% | 17 |
|
|
2020
Q1 | $4.12M | Buy |
25,566
+3,857
| +18% | +$727K | 1.09% | 15 |
|
|
2019
Q4 | $4.08M | Buy |
21,709
+2,597
| +14% | +$468K | 0.91% | 19 |
|
|
2019
Q3 | $3.28M | Sell |
19,112
-602
| -3% | -$107K | 0.79% | 27 |
|
|
2019
Q2 | $3.42M | Buy |
19,714
+9,413
| +91% | +$1.54M | 0.86% | 22 |
|
|
2019
Q1 | $1.61M | Buy |
10,301
+515
| +5% | +$74.2K | 0.51% | 51 |
|
|
2018
Q4 | $1.29M | Buy |
+9,786
| New | +$1.35M | 0.48% | 51 |
|
Other funds holding V
Great Valley Advisor Group's V Position: Q2 2026 in Review
Great Valley Advisor Group increased its Visa (V) stake by 3.2% in Q2 2026, buying an estimated $533K and bringing the position to 53,885 shares worth $18.5M. The position accounts for 0.29% of the portfolio, ranked #86.
Great Valley Advisor Group first reported a position in V in Q4 2018 and has held it in 31 quarters since. The position peaked at $24.6M in Q1 2025. 4,595 funds tracked by Wall St. Rank hold V as of Q2 2026.
- Great Valley Advisor Group held 53,885 shares of Visa worth $18.5M as of Q2 2026.
- Great Valley Advisor Group bought 1,661 Visa shares in Q2 2026, an estimated $533K.
- Visa made up 0.29% of Great Valley Advisor Group's portfolio in Q2 2026, its #86 holding.
- Great Valley Advisor Group first reported a position in Visa in Q4 2018 and has held it in 31 quarters since.
- Great Valley Advisor Group's Visa position peaked at $24.6M in Q1 2025.
- 4,595 funds tracked by Wall St. Rank held Visa as of Q2 2026.
Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.