HighTower Advisors’s Visa V Stock Holding History

HighTower 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	$418M	Sell	1,383,690 -22,048	-2%	-$7.09M	0.44%	37
2025 Q4	$493M	Sell	1,405,738 -17,106	-1%	-$5.83M	0.54%	29
2025 Q3	$486M	Buy	1,422,844 +16,115	+1%	+$5.58M	0.55%	28
2025 Q2	$499M	Sell	1,406,729 -125,257	-8%	-$43.7M	0.63%	22
2025 Q1	$537M	Sell	1,531,986 -49,140	-3%	-$16.6M	0.73%	17
2024 Q4	$500M	Buy	1,581,126 +51,910	+3%	+$15.6M	0.68%	19
2024 Q3	$420M	Buy	1,529,216 +5,273	+0.3%	+$1.43M	0.6%	23
2024 Q2	$400M	Sell	1,523,943 -13,869	-0.9%	-$3.8M	0.62%	25
2024 Q1	$430M	Sell	1,537,812 -57,732	-4%	-$15.9M	0.7%	16
2023 Q4	$416M	Sell	1,595,544 -111,718	-7%	-$27.5M	0.7%	16
2023 Q3	$393M	Buy	1,707,262 +216,164	+14%	+$52M	0.74%	15
2023 Q2	$354M	Buy	1,491,098 +58,839	+4%	+$13.5M	0.7%	17
2023 Q1	$323M	Sell	1,432,259 -156,806	-10%	-$34.9M	0.7%	17
2022 Q4	$330M	Buy	1,589,065 +46,386	+3%	+$9.35M	0.75%	14
2022 Q3	$274M	Sell	1,542,679 -55,433	-3%	-$11.3M	0.73%	13
2022 Q2	$316M	Buy	1,598,112 +49,019	+3%	+$10.1M	0.82%	14
2022 Q1	$344M	Buy	1,549,093 +49,253	+3%	+$10.7M	0.77%	14
2021 Q4	$325M	Buy	1,499,840 +206,731	+16%	+$44.4M	0.71%	13
2021 Q3	$288M	Buy	1,293,109 +87,488	+7%	+$20.5M	0.77%	13
2021 Q2	$282M	Buy	1,205,621 +58,164	+5%	+$13.3M	0.82%	11
2021 Q1	$243M	Buy	+1,147,457	New	+$242M	0.77%	18
2020 Q4	–	Sell	-564,190	Closed	-$115M	–	2815
2020 Q3	$113M	Buy	564,190 +66,020	+13%	+$13.2M	0.54%	31
2020 Q2	$96.3M	Buy	498,170 +9,548	+2%	+$1.74M	0.53%	35
2020 Q1	$78.7M	Buy	488,622 +5,800	+1%	+$1.09M	0.51%	37
2019 Q4	$90.9M	Buy	482,822 +12,708	+3%	+$2.29M	0.54%	35
2019 Q3	$80.9M	Buy	470,114 +29,895	+7%	+$5.32M	0.44%	44
2019 Q2	$76.4M	Buy	440,219 +67,358	+18%	+$11M	0.45%	40
2019 Q1	$58.2M	Sell	372,861 -14,139	-4%	-$2.04M	0.39%	48
2018 Q4	$51.1M	Buy	387,000 +9,208	+2%	+$1.27M	0.39%	49
2018 Q3	$56.9M	Buy	377,792 +24,366	+7%	+$3.46M	0.41%	43
2018 Q2	$46.8M	Buy	353,426 +36,082	+11%	+$4.64M	0.37%	47
2018 Q1	$38M	Sell	317,344 -5,585	-2%	-$677K	0.32%	63
2017 Q4	$36.8M	Sell	322,929 -10,156	-3%	-$1.12M	0.3%	67
2017 Q3	$35.1M	Buy	333,085 +38,293	+13%	+$3.88M	0.3%	66
2017 Q2	$27.7M	Buy	294,792 +27,643	+10%	+$2.57M	0.25%	84
2017 Q1	$23.8M	Buy	267,149 +29,453	+12%	+$2.53M	0.23%	93
2016 Q4	$18.6M	Buy	237,696 +3,664	+2%	+$295K	0.2%	101
2016 Q3	$19.4M	Buy	234,032 +8,894	+4%	+$712K	0.22%	100
2016 Q2	$16.7M	Sell	225,138 -115,740	-34%	-$9.06M	0.21%	102
2016 Q1	$26.1M	Buy	340,878 +41,110	+14%	+$2.99M	0.09%	82
2015 Q4	$23.3M	Buy	299,768 +42,264	+16%	+$3.27M	0.28%	76
2015 Q3	$18M	Buy	257,504 +15,491	+6%	+$1.11M	0.24%	93
2015 Q2	$16.4M	Buy	242,013 +41,221	+21%	+$2.79M	0.26%	83
2015 Q1	$13.1M	Buy	200,792 +9,332	+5%	+$617K	0.2%	112
2014 Q4	$12.6M	Buy	191,460 +4,260	+2%	+$256K	0.19%	117
2014 Q3	$9.97M	Sell	187,200 -2,316	-1%	-$124K	0.17%	137
2014 Q2	$9.98M	Buy	189,516 +8,312	+5%	+$434K	0.17%	135
2014 Q1	$9.78M	Sell	181,204 -35,536	-16%	-$1.97M	0.19%	122
2013 Q4	$12.1M	Buy	216,740 +47,920	+28%	+$2.42M	0.25%	88
2013 Q3	$8.06M	Buy	168,820 +2,508	+2%	+$116K	0.2%	119
2013 Q2	$7.59M	Buy	+166,312	New	+$7.28M	0.21%	108

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

HighTower Advisors's V Position: Q1 2026 in Review

HighTower Advisors reduced its Visa (V) stake by 1.6% in Q1 2026, selling an estimated $7.09M and leaving 1,383,690 shares worth $418M. The position accounts for 0.44% of the portfolio, ranked #37.

HighTower Advisors first reported a position in V in Q2 2013 and has held it in 51 quarters since. The position peaked at $537M in Q1 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

HighTower Advisors held 1,383,690 shares of Visa worth $418M as of Q1 2026.
HighTower Advisors sold 22,048 Visa shares in Q1 2026, an estimated $7.09M.
Visa made up 0.44% of HighTower Advisors's portfolio in Q1 2026, its #37 holding.
HighTower Advisors first reported a position in Visa in Q2 2013 and has held it in 51 quarters since.
HighTower Advisors's Visa position peaked at $537M in Q1 2025.
4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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