IAG
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Investmark Advisory Group’s Visa V Stock Holding History

Investmark Advisory Group’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 		$620K Buy
1,809
+17
+0.9% +$5.46K 0.24% 74
2026
Q1 		$542K Sell
1,792
-48
-3% -$15.4K 0.23% 75
2025
Q4 		$646K Buy
1,840
+1
+0.1% +$341 0.28% 66
2025
Q3 		$628K Sell
1,839
-57
-3% -$19.7K 0.27% 65
2025
Q2 		$673K Buy
1,896
+1
+0.1% +$349 0.32% 61
2025
Q1 		$664K Buy
1,895
+1
+0.1% +$338 0.33% 55
2024
Q4 		$599K Sell
1,894
-592
-24% -$178K 0.29% 58
2024
Q3 		$684K Buy
2,486
+28
+1% +$7.57K 0.33% 57
2024
Q2 		$645K Buy
2,458
+258
+12% +$70.7K 0.34% 59
2024
Q1 		$614K Buy
2,200
+2
+0.1% +$552 0.34% 61
2023
Q4 		$573K Buy
2,198
+16
+0.7% +$3.94K 0.34% 60
2023
Q3 		$502K Buy
2,182
+5
+0.2% +$1.2K 0.34% 59
2023
Q2 		$517K Buy
2,177
+5
+0.2% +$1.14K 0.34% 54
2023
Q1 		$490K Sell
2,172
-41
-2% -$9.13K 0.36% 52
2022
Q4 		$460K Buy
2,213
+111
+5% +$22.4K 0.34% 60
2022
Q3 		$373K Buy
2,102
+594
+39% +$121K 0.34% 53
2022
Q2 		$296K Sell
1,508
-85
-5% -$17.6K 0.29% 55
2022
Q1 		$353K Sell
1,593
-49
-3% -$10.6K 0.36% 50
2021
Q4 		$355K Buy
+1,642
New +$352K 0.33% 53

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

Investmark Advisory Group's V Position: Q2 2026 in Review

Investmark Advisory Group increased its Visa (V) stake by 0.95% in Q2 2026, buying an estimated $5.46K and bringing the position to 1,809 shares worth $620K. The position accounts for 0.24% of the portfolio, ranked #74.

Investmark Advisory Group first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $684K in Q3 2024. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Investmark Advisory Group held 1,809 shares of Visa worth $620K as of Q2 2026.
  • Investmark Advisory Group bought 17 Visa shares in Q2 2026, an estimated $5.46K.
  • Visa made up 0.24% of Investmark Advisory Group's portfolio in Q2 2026, its #74 holding.
  • Investmark Advisory Group first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • Investmark Advisory Group's Visa position peaked at $684K in Q3 2024.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.