IAS
V icon

Insigneo Advisory Services’s Visa V Stock Holding History

Insigneo Advisory Services’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 		$9.66M Buy
28,157
+4,178
+17% +$1.34M 0.36% 47
2026
Q1 		$7.25M Buy
23,979
+685
+3% +$220K 0.51% 30
2025
Q4 		$8.17M Sell
23,294
-1,170
-5% -$399K 0.59% 23
2025
Q3 		$8.35M Sell
24,464
-566
-2% -$196K 0.59% 23
2025
Q2 		$8.89M Buy
25,030
+320
+1% +$112K 0.76% 21
2025
Q1 		$8.66M Buy
24,710
+397
+2% +$134K 0.89% 15
2024
Q4 		$7.68M Sell
24,313
-801
-3% -$241K 0.79% 17
2024
Q3 		$6.91M Buy
25,114
+861
+4% +$233K 0.7% 18
2024
Q2 		$6.22M Buy
24,253
+1,899
+8% +$520K 0.7% 20
2024
Q1 		$6.24M Buy
22,354
+1,609
+8% +$444K 0.74% 21
2023
Q4 		$5.4M Buy
20,745
+2,091
+11% +$515K 0.76% 18
2023
Q3 		$4.29M Buy
18,654
+262
+1% +$63K 0.87% 16
2023
Q2 		$4.37M Buy
18,392
+7,653
+71% +$1.75M 0.84% 17
2023
Q1 		$2.42M Sell
10,739
-507
-5% -$113K 0.77% 21
2022
Q4 		$2.34M Buy
+11,246
New +$2.27M 0.89% 20

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

Insigneo Advisory Services's V Position: Q2 2026 in Review

Insigneo Advisory Services increased its Visa (V) stake by 17% in Q2 2026, buying an estimated $1.34M and bringing the position to 28,157 shares worth $9.66M. The position accounts for 0.36% of the portfolio, ranked #47.

Insigneo Advisory Services first reported a position in V in Q4 2022 and has held it in 15 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Insigneo Advisory Services held 28,157 shares of Visa worth $9.66M as of Q2 2026.
  • Insigneo Advisory Services bought 4,178 Visa shares in Q2 2026, an estimated $1.34M.
  • Visa made up 0.36% of Insigneo Advisory Services's portfolio in Q2 2026, its #47 holding.
  • Insigneo Advisory Services first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.