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Intellus Advisors’s Visa V Stock Holding History

Intellus 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 		$1.01M Sell
3,356
-168
-5% -$54K 0.14% 47
2025
Q4 		$1.24M Hold
3,524
– – 0.16% 46
2025
Q3 		$1.2M Sell
3,524
-671
-16% -$232K 0.16% 44
2025
Q2 		$1.49M Buy
4,195
+263
+7% +$91.7K 0.22% 40
2025
Q1 		$1.38M Buy
3,932
+2
+0.1% +$677 0.24% 39
2024
Q4 		$1.24M Buy
+3,930
New +$1.18M 0.22% 43

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

Intellus Advisors's V Position: Q1 2026 in Review

Intellus Advisors reduced its Visa (V) stake by 4.8% in Q1 2026, selling an estimated $54K and leaving 3,356 shares worth $1.01M. The position accounts for 0.14% of the portfolio, ranked #47.

Intellus Advisors first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.49M in Q2 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Intellus Advisors held 3,356 shares of Visa worth $1.01M as of Q1 2026.
  • Intellus Advisors sold 168 Visa shares in Q1 2026, an estimated $54K.
  • Visa made up 0.14% of Intellus Advisors's portfolio in Q1 2026, its #47 holding.
  • Intellus Advisors first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Intellus Advisors's Visa position peaked at $1.49M in Q2 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Intellus Advisors's 13F filing for Q1 2026, filed 7 May 2026.