HVIA
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Hudson Valley Investment Advisors’s Visa V Stock Holding History

Hudson Valley Investment 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 		$9.02M Sell
29,846
-2,889
-9% -$929K 1.17% 21
2025
Q4 		$11.5M Sell
32,735
-2,669
-8% -$909K 1.27% 19
2025
Q3 		$12.1M Buy
35,404
+53
+0.1% +$18.3K 1.26% 18
2025
Q2 		$12.6M Sell
35,351
-1,491
-4% -$520K 1.37% 17
2025
Q1 		$12.9M Sell
36,842
-1,107
-3% -$375K 1.54% 15
2024
Q4 		$12M Sell
37,949
-1,637
-4% -$492K 1.36% 19
2024
Q3 		$10.9M Buy
39,586
+5,138
+15% +$1.39M 1.2% 26
2024
Q2 		$9.04M Sell
34,448
-4,399
-11% -$1.21M 1.18% 24
2024
Q1 		$10.8M Buy
38,847
+9,853
+34% +$2.72M 1.3% 22
2023
Q4 		$7.61M Sell
28,994
-943
-3% -$232K 1.04% 29
2023
Q3 		$6.89M Sell
29,937
-245
-0.8% -$58.9K 0.97% 32
2023
Q2 		$7.17M Sell
30,182
-26,550
-47% -$6.08M 0.97% 30
2023
Q1 		$12.3M Buy
56,732
+29,037
+105% +$6.46M 1.72% 16
2022
Q4 		$5.75M Buy
27,695
+427
+2% +$86.1K 0.87% 35
2022
Q3 		$4.84M Buy
27,268
+1,511
+6% +$307K 0.78% 36
2022
Q2 		$5.07M Sell
25,757
-1,028
-4% -$212K 0.79% 38
2022
Q1 		$5.94M Sell
26,785
-676
-2% -$146K 0.8% 35
2021
Q4 		$5.95M Sell
27,461
-2,461
-8% -$528K 0.93% 34
2021
Q3 		$6.67M Buy
29,922
+262
+0.9% +$61.4K 1.14% 24
2021
Q2 		$6.93M Sell
29,660
-2,652
-8% -$606K 1.21% 23
2021
Q1 		$6.84M Buy
32,312
+688
+2% +$145K 1.22% 25
2020
Q4 		$6.92M Buy
31,624
+315
+1% +$64.5K 1.32% 23
2020
Q3 		$6.26M Buy
31,309
+110
+0.4% +$22K 1.35% 21
2020
Q2 		$6.03M Buy
31,199
+125
+0.4% +$22.8K 1.4% 19
2020
Q1 		$5.01M Buy
31,074
+1,650
+6% +$311K 1.39% 19
2019
Q4 		$5.53M Buy
29,424
+357
+1% +$64.3K 1.18% 26
2019
Q3 		$5M Buy
29,067
+560
+2% +$99.7K 1.16% 28
2019
Q2 		$4.95M Sell
28,507
-330
-1% -$54K 1.15% 28
2019
Q1 		$4.5M Buy
28,837
+1,080
+4% +$156K 1.09% 29
2018
Q4 		$3.66M Buy
27,757
+21,282
+329% +$2.94M 0.84% 39
2018
Q3 		$972K Buy
+6,475
New +$921K 0.23% 88

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Hudson Valley Investment Advisors's V Position: Q1 2026 in Review

Hudson Valley Investment Advisors reduced its Visa (V) stake by 8.8% in Q1 2026, selling an estimated $929K and leaving 29,846 shares worth $9.02M. The position accounts for 1.17% of the portfolio, ranked #21.

Hudson Valley Investment Advisors first reported a position in V in Q3 2018 and has held it in 31 quarters since. The position peaked at $12.9M in Q1 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Hudson Valley Investment Advisors held 29,846 shares of Visa worth $9.02M as of Q1 2026.
  • Hudson Valley Investment Advisors sold 2,889 Visa shares in Q1 2026, an estimated $929K.
  • Visa made up 1.17% of Hudson Valley Investment Advisors's portfolio in Q1 2026, its #21 holding.
  • Hudson Valley Investment Advisors first reported a position in Visa in Q3 2018 and has held it in 31 quarters since.
  • Hudson Valley Investment Advisors's Visa position peaked at $12.9M in Q1 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.