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Horan Capital Advisors’s Visa V Stock Holding History

Horan Capital 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 		$3.56M Sell
10,155
-117
-1% -$39.6K 1.2% 27
2024
Q4 		$3.25M Sell
10,272
-892
-8% -$268K 1.09% 29
2024
Q3 		$3.07M Sell
11,164
-58
-0.5% -$15.7K 1.02% 37
2024
Q2 		$2.95M Sell
11,222
-37
-0.3% -$10.1K 1.04% 34
2024
Q1 		$3.14M Buy
11,259
+152
+1% +$42K 1.12% 33
2023
Q4 		$2.89M Sell
11,107
-128
-1% -$31.5K 1.06% 36
2023
Q3 		$2.58M Buy
11,235
+1,265
+13% +$304K 1.04% 36
2023
Q2 		$2.37M Buy
9,970
+46
+0.5% +$10.5K 0.92% 38
2023
Q1 		$2.24M Buy
9,924
+85
+0.9% +$18.9K 0.92% 46
2022
Q4 		$2.04M Buy
9,839
+2
+0% +$403 0.9% 45
2022
Q3 		$1.75M Buy
9,837
+261
+3% +$53.1K 0.85% 45
2022
Q2 		$1.89M Buy
9,576
+37
+0.4% +$7.65K 0.88% 46
2022
Q1 		$2.12M Buy
9,539
+219
+2% +$47.4K 0.85% 42
2021
Q4 		$2.02M Sell
9,320
-380
-4% -$81.6K 0.8% 45
2021
Q3 		$2.16M Buy
9,700
+242
+3% +$56.7K 0.96% 43
2021
Q2 		$2.21M Buy
9,458
+243
+3% +$55.6K 1% 41
2021
Q1 		$1.95M Buy
9,215
+29
+0.3% +$6.1K 0.94% 43
2020
Q4 		$2.01M Buy
9,186
+350
+4% +$71.6K 1.04% 40
2020
Q3 		$1.77M Buy
+8,836
New +$1.76M 1% 38
2020
Q1 		– Sell
-738
Closed -$139K – 242
2019
Q4 		$139K Sell
738
-9
-1% -$1.62K 0.08% 88
2019
Q3 		$128K Buy
+747
New +$133K 0.08% 89
2019
Q2 		– Sell
-766
Closed -$120K – 231
2019
Q1 		$120K Buy
+766
New +$110K 0.08% 88
2017
Q4 		– Sell
-772
Closed -$81K – 260
2017
Q3 		$81K Buy
+772
New +$78.3K 0.05% 117

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Horan Capital Advisors's V Position: Q1 2025 in Review

Horan Capital Advisors reduced its Visa (V) stake by 1.1% in Q1 2025, selling an estimated $39.6K and leaving 10,155 shares worth $3.56M. The position accounts for 1.2% of the portfolio, ranked #27.

Horan Capital Advisors first reported a position in V in Q3 2017 and has held it in 23 quarters since. 4,281 funds tracked by Wall St. Rank hold V as of Q1 2025.

  • Horan Capital Advisors held 10,155 shares of Visa worth $3.56M as of Q1 2025.
  • Horan Capital Advisors sold 117 Visa shares in Q1 2025, an estimated $39.6K.
  • Visa made up 1.2% of Horan Capital Advisors's portfolio in Q1 2025, its #27 holding.
  • Horan Capital Advisors first reported a position in Visa in Q3 2017 and has held it in 23 quarters since.
  • 4,281 funds tracked by Wall St. Rank held Visa as of Q1 2025.

Based on Horan Capital Advisors's 13F filing for Q1 2025, filed 7 May 2025.