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
2025 Q1	–	Sell	-1,000	Closed	-$11.3K	–	4063
2024 Q4	$11.3K	Hold	1,000	–	–	﹤0.01%	3579
2024 Q3	$4.63K	Buy	+1,000	New	+$270K	﹤0.01%	3594
2024 Q2	–	Sell	-35,000	Closed	-$62K	–	3927
2024 Q1	$62K	Buy	+35,000	New	+$9.66M	﹤0.01%	3229
2022 Q2	–	Sell	-1	Closed	-$1K	–	3557
2022 Q1	$1K	Buy	+1	New	+$216	﹤0.01%	3384
2021 Q1	–	Sell	-411	Closed	-$539K	–	3278
2020 Q4	$539K	Buy	+411	New	+$84.1K	﹤0.01%	1604
2020 Q3	–	Sell	-1,700	Closed	-$4K	–	2706
2020 Q2	$4K	Buy	+1,700	New	+$311K	﹤0.01%	2355
2020 Q1	–	Sell	-1,000	Closed	-$13K	–	2520
2019 Q4	$13K	Hold	1,000	–	–	﹤0.01%	2191
2019 Q3	$8K	Buy	+1,000	New	+$178K	﹤0.01%	2319
2018 Q2	–	Sell	-2,500	Closed	-$2K	–	2375
2018 Q1	$2K	Sell	2,500 -3,500	-58%	-$424K	﹤0.01%	2158
2017 Q4	$50K	Buy	6,000 +500	+9%	+$55.2K	﹤0.01%	2104
2017 Q3	$23K	Buy	5,500 +2,500	+83%	+$254K	﹤0.01%	2124
2017 Q2	$4K	Sell	3,000 -3,900	-57%	-$362K	﹤0.01%	2162
2017 Q1	$16K	Buy	+6,900	New	+$594K	﹤0.01%	1984

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.