IAG
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Investment Advisory Group’s Visa V Stock Holding History

Investment 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 		$364K Buy
1,060
+138
+15% +$44.3K 0.08% 149
2026
Q1 		$279K Sell
922
-107
-10% -$34.4K 0.07% 158
2025
Q4 		$361K Buy
1,029
+2
+0.2% +$681 0.09% 133
2025
Q3 		$351K Buy
1,027
+33
+3% +$11.4K 0.1% 132
2025
Q2 		$353K Sell
994
-1
-0.1% -$349 0.11% 122
2025
Q1 		$349K Buy
995
+80
+9% +$27.1K 0.12% 116
2024
Q4 		$289K Buy
915
+18
+2% +$5.41K 0.1% 126
2024
Q3 		$247K Buy
897
+34
+4% +$9.19K 0.09% 147
2024
Q2 		$227K Sell
863
-10
-1% -$2.74K 0.09% 146
2024
Q1 		$244K Buy
873
+15
+2% +$4.14K 0.1% 138
2023
Q4 		$223K Buy
+858
New +$211K 0.1% 137

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

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

Investment Advisory Group increased its Visa (V) stake by 15% in Q2 2026, buying an estimated $44.3K and bringing the position to 1,060 shares worth $364K. The position accounts for 0.08% of the portfolio, ranked #149.

Investment Advisory Group first reported a position in V in Q4 2023 and has held it in 11 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Investment Advisory Group held 1,060 shares of Visa worth $364K as of Q2 2026.
  • Investment Advisory Group bought 138 Visa shares in Q2 2026, an estimated $44.3K.
  • Visa made up 0.08% of Investment Advisory Group's portfolio in Q2 2026, its #149 holding.
  • Investment Advisory Group first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.