Highland Financial Advisors’s Visa V Stock Holding History

Highland Financial 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	$355K	Buy	1,034 +16	+2%	+$5.14K	0.08%	56
2026 Q1	$308K	Sell	1,018 -18	-2%	-$5.79K	0.08%	51
2025 Q4	$363K	Buy	1,036 +68	+7%	+$23.2K	0.1%	43
2025 Q3	$330K	Buy	968 +47	+5%	+$16.3K	0.09%	43
2025 Q2	$327K	Hold	921	–	–	0.11%	42
2025 Q1	$323K	Sell	921 -715	-44%	-$242K	0.12%	43
2024 Q4	$517K	Buy	1,636 +687	+72%	+$207K	0.18%	34
2024 Q3	$261K	Hold	949	–	–	0.09%	41
2024 Q2	$249K	Buy	949 +28	+3%	+$7.67K	0.09%	51
2024 Q1	$257K	Hold	921	–	–	0.1%	44
2023 Q4	$240K	Sell	921 -3	-0.3%	-$739	0.1%	51
2023 Q3	$213K	Sell	924 -29	-3%	-$6.97K	0.11%	41
2023 Q2	$226K	Hold	953	–	–	0.12%	41
2023 Q1	$215K	Buy	+953	New	+$212K	0.12%	43

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

Highland Financial Advisors's V Position: Q2 2026 in Review

Highland Financial Advisors increased its Visa (V) stake by 1.6% in Q2 2026, buying an estimated $5.14K and bringing the position to 1,034 shares worth $355K. The position accounts for 0.08% of the portfolio, ranked #56.

Highland Financial Advisors first reported a position in V in Q1 2023 and has held it in 14 quarters since. The position peaked at $517K in Q4 2024. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

Highland Financial Advisors held 1,034 shares of Visa worth $355K as of Q2 2026.
Highland Financial Advisors bought 16 Visa shares in Q2 2026, an estimated $5.14K.
Visa made up 0.08% of Highland Financial Advisors's portfolio in Q2 2026, its #56 holding.
Highland Financial Advisors first reported a position in Visa in Q1 2023 and has held it in 14 quarters since.
Highland Financial Advisors's Visa position peaked at $517K in Q4 2024.
4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.