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Helium Advisors’s Visa V Stock Holding History

Helium 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
Q1 		$313K Buy
1,036
+100
+11% +$32.2K 0.3% 70
2025
Q4 		$328K Sell
936
-420
-31% -$143K 0.33% 59
2025
Q3 		$463K Sell
1,356
-6,871
-84% -$2.38M 0.39% 49
2025
Q2 		$2.92M Sell
8,227
-33
-0.4% -$11.5K 1.85% 13
2025
Q1 		$2.89M Sell
8,260
-142
-2% -$48K 2.11% 11
2024
Q4 		$2.66M Buy
+8,402
New +$2.53M 2.1% 9

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Helium Advisors's V Position: Q1 2026 in Review

Helium Advisors increased its Visa (V) stake by 11% in Q1 2026, buying an estimated $32.2K and bringing the position to 1,036 shares worth $313K. The position accounts for 0.3% of the portfolio, ranked #70.

Helium Advisors first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.92M in Q2 2025. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Helium Advisors held 1,036 shares of Visa worth $313K as of Q1 2026.
  • Helium Advisors bought 100 Visa shares in Q1 2026, an estimated $32.2K.
  • Visa made up 0.3% of Helium Advisors's portfolio in Q1 2026, its #70 holding.
  • Helium Advisors first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Helium Advisors's Visa position peaked at $2.92M in Q2 2025.
  • 4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Helium Advisors's 13F filing for Q1 2026, filed 5 May 2026.