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Invested Advisors’s Visa V Stock Holding History

Invested 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 		$637K Buy
1,857
+25
+1% +$8.03K 0.56% 43
2026
Q1 		$554K Sell
1,832
-29
-2% -$9.32K 0.56% 46
2025
Q4 		$653K Buy
1,861
+56
+3% +$19.1K 0.68% 34
2025
Q3 		$564K Buy
+1,805
New +$625K 0.82% 29

Other funds holding V

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Invested Advisors's V Position: Q2 2026 in Review

Invested Advisors increased its Visa (V) stake by 1.4% in Q2 2026, buying an estimated $8.03K and bringing the position to 1,857 shares worth $637K. The position accounts for 0.56% of the portfolio, ranked #43.

Invested Advisors first reported a position in V in Q3 2025 and has held it in 4 quarters since. The position peaked at $653K in Q4 2025. 2,605 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Invested Advisors held 1,857 shares of Visa worth $637K as of Q2 2026.
  • Invested Advisors bought 25 Visa shares in Q2 2026, an estimated $8.03K.
  • Visa made up 0.56% of Invested Advisors's portfolio in Q2 2026, its #43 holding.
  • Invested Advisors first reported a position in Visa in Q3 2025 and has held it in 4 quarters since.
  • Invested Advisors's Visa position peaked at $653K in Q4 2025.
  • 2,605 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.