Heffernan Advisory’s Visa V Stock Holding History

Heffernan Advisory’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	$357K	Buy	1,041 +300	+40%	+$96.3K	0.3%	24
2026 Q1	$224K	Hold	741	–	–	0.21%	21
2025 Q4	$260K	Buy	+741	New	+$252K	0.25%	21

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Heffernan Advisory's V Position: Q2 2026 in Review

Heffernan Advisory increased its Visa (V) stake by 40% in Q2 2026, buying an estimated $96.3K and bringing the position to 1,041 shares worth $357K. The position accounts for 0.3% of the portfolio, ranked #24.

Heffernan Advisory first reported a position in V in Q4 2025 and has held it in 3 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

Heffernan Advisory held 1,041 shares of Visa worth $357K as of Q2 2026.
Heffernan Advisory bought 300 Visa shares in Q2 2026, an estimated $96.3K.
Visa made up 0.3% of Heffernan Advisory's portfolio in Q2 2026, its #24 holding.
Heffernan Advisory first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Heffernan Advisory's 13F filing for Q2 2026, filed 21 Jul 2026.