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 Q4	–	Sell	-100	Closed	-$181	–	3986
2025 Q3	$181	Hold	100	–	–	﹤0.01%	3792
2025 Q2	$435	Sell	100 -1,700	-94%	-$593K	﹤0.01%	3737
2025 Q1	$842	Buy	+1,800	New	+$609K	﹤0.01%	3660
2024 Q4	–	Sell	-700	Closed	-$165	–	4065
2024 Q3	$165	Sell	700 -4,300	-86%	-$1.16M	﹤0.01%	3712
2024 Q2	$48.1K	Buy	+5,000	New	+$1.37M	﹤0.01%	3314
2023 Q4	–	Sell	-250	Closed	-$3.61K	–	3865
2023 Q3	$3.61K	Buy	+250	New	+$60.1K	﹤0.01%	3442
2023 Q2	–	Sell	-100	Closed	-$115	–	3710
2023 Q1	$115	Buy	100 +98	+4,900%	+$21.8K	﹤0.01%	3368
2022 Q4	$990	Sell	2 -98	-98%	-$19.8K	﹤0.01%	3284
2022 Q3	$66K	Hold	100	–	–	﹤0.01%	2842
2022 Q2	$1K	Buy	+100	New	+$20.7K	﹤0.01%	3208
2022 Q1	–	Sell	-101	Closed	-$39K	–	3705
2021 Q4	$39K	Buy	+101	New	+$21.7K	﹤0.01%	3051
2021 Q1	–	Sell	-307	Closed	-$107K	–	3279
2020 Q4	$107K	Buy	+307	New	+$62.8K	﹤0.01%	2335
2020 Q3	–	Sell	-29,700	Closed	-$117K	–	2707
2020 Q2	$117K	Buy	+29,700	New	+$5.43M	﹤0.01%	2105

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.