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 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 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

Insigneo Advisory Services's V Position: Q1 2026 in Review

Insigneo Advisory Services increased its Visa (V) stake by 2.9% in Q1 2026, buying an estimated $220K and bringing the position to 23,979 shares worth $7.25M. The position accounts for 0.51% of the portfolio, ranked #30.

Insigneo Advisory Services first reported a position in V in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.89M in Q2 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

Insigneo Advisory Services held 23,979 shares of Visa worth $7.25M as of Q1 2026.
Insigneo Advisory Services bought 685 Visa shares in Q1 2026, an estimated $220K.
Visa made up 0.51% of Insigneo Advisory Services's portfolio in Q1 2026, its #30 holding.
Insigneo Advisory Services first reported a position in Visa in Q4 2022 and has held it in 14 quarters since.
Insigneo Advisory Services's Visa position peaked at $8.89M in Q2 2025.
4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.