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Insight Advisors’s Visa V Stock Holding History

Insight 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
Q2 		$627K Sell
1,826
-276
-13% -$88.6K 0.11% 118
2026
Q1 		$635K Buy
2,102
+9
+0.4% +$2.89K 0.12% 115
2025
Q4 		$734K Buy
2,093
+19
+0.9% +$6.47K 0.11% 122
2025
Q3 		$710K Buy
2,074
+69
+3% +$23.9K 0.11% 124
2025
Q2 		$712K Sell
2,005
-148
-7% -$51.6K 0.11% 114
2025
Q1 		$755K Buy
2,153
+345
+19% +$117K 0.13% 106
2024
Q4 		$571K Sell
1,808
-12
-0.7% -$3.61K 0.1% 142
2024
Q3 		$501K Buy
1,820
+20
+1% +$5.41K 0.09% 161
2024
Q2 		$473K Buy
1,800
+17
+1% +$4.66K 0.09% 160
2024
Q1 		$497K Sell
1,783
-52
-3% -$14.4K 0.1% 163
2023
Q4 		$478K Buy
1,835
+135
+8% +$33.3K 0.1% 148
2023
Q3 		$391K Sell
1,700
-247
-13% -$59.4K 0.09% 171
2023
Q2 		$462K Sell
1,947
-468
-19% -$107K 0.1% 151
2023
Q1 		$544K Sell
2,415
-1,699
-41% -$378K 0.13% 128
2022
Q4 		$854K Sell
4,114
-274
-6% -$55.3K 0.3% 87
2022
Q3 		$779K Sell
4,388
-33
-0.7% -$6.71K 0.31% 90
2022
Q2 		$926K Sell
4,421
-330
-7% -$68.2K 0.31% 87
2022
Q1 		$1.05M Buy
4,751
+1,841
+63% +$398K 0.32% 89
2021
Q4 		$631K Buy
2,910
+215
+8% +$46.2K 0.19% 133
2021
Q3 		$563K Sell
2,695
-528
-16% -$124K 0.17% 153
2021
Q2 		$773K Sell
3,223
-770
-19% -$176K 0.24% 109
2021
Q1 		$932K Sell
3,993
-708
-15% -$149K 0.3% 94
2020
Q4 		$1.03M Buy
+4,701
New +$962K 0.39% 70

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Insight Advisors's V Position: Q2 2026 in Review

Insight Advisors reduced its Visa (V) stake by 13% in Q2 2026, selling an estimated $88.6K and leaving 1,826 shares worth $627K. The position accounts for 0.11% of the portfolio, ranked #118.

Insight Advisors first reported a position in V in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.05M in Q1 2022. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Insight Advisors held 1,826 shares of Visa worth $627K as of Q2 2026.
  • Insight Advisors sold 276 Visa shares in Q2 2026, an estimated $88.6K.
  • Visa made up 0.11% of Insight Advisors's portfolio in Q2 2026, its #118 holding.
  • Insight Advisors first reported a position in Visa in Q4 2020 and has held it in 23 quarters since.
  • Insight Advisors's Visa position peaked at $1.05M in Q1 2022.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.