IAS
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Investment Advisory Services’s Visa V Stock Holding History

Investment 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
Q2 		$813K Sell
2,371
-184
-7% -$59.1K 0.23% 65
2026
Q1 		$772K Sell
2,555
-34
-1% -$10.9K 0.25% 63
2025
Q4 		$908K Sell
2,589
-20
-0.8% -$6.81K 0.28% 58
2025
Q3 		$891K Sell
2,609
-706
-21% -$244K 0.28% 63
2025
Q2 		$1.18M Sell
3,315
-49
-1% -$17.1K 0.39% 51
2025
Q1 		$1.18M Sell
3,364
-32
-0.9% -$10.8K 0.43% 50
2024
Q4 		$1.07M Sell
3,396
-30
-0.9% -$9.02K 0.38% 53
2024
Q3 		$942K Buy
3,426
+7
+0.2% +$1.89K 0.33% 55
2024
Q2 		$897K Sell
3,419
-139
-4% -$38.1K 0.33% 55
2024
Q1 		$993K Sell
3,558
-333
-9% -$91.9K 0.36% 54
2023
Q4 		$1.01M Sell
3,891
-39
-1% -$9.61K 0.4% 55
2023
Q3 		$904K Buy
3,930
+78
+2% +$18.7K 0.39% 55
2023
Q2 		$915K Hold
3,852
– – 0.39% 55
2023
Q1 		$868K Hold
3,852
– – 0.43% 52
2022
Q4 		$800K Sell
3,852
-64
-2% -$12.9K 0.41% 53
2022
Q3 		$696K Buy
3,916
+146
+4% +$29.7K 0.42% 54
2022
Q2 		$742K Buy
3,770
+349
+10% +$72.1K 0.43% 54
2022
Q1 		$759K Buy
3,421
+124
+4% +$26.8K 0.42% 55
2021
Q4 		$714K Sell
3,297
-132
-4% -$28.3K 0.39% 59
2021
Q3 		$764K Buy
3,429
+86
+3% +$20.2K 0.47% 51
2021
Q2 		$782K Buy
+3,343
New +$764K 0.48% 50
2020
Q4 		$651K Buy
2,978
+488
+20% +$99.9K 0.46% 55
2020
Q3 		$498K Buy
2,490
+787
+46% +$157K 0.39% 58
2020
Q2 		$335K Buy
1,703
+114
+7% +$20.8K 0.29% 65
2020
Q1 		$256K Buy
1,589
+203
+15% +$38.2K 0.27% 59
2019
Q4 		$260K Buy
+1,386
New +$250K 0.23% 61

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

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

Investment Advisory Services reduced its Visa (V) stake by 7.2% in Q2 2026, selling an estimated $59.1K and leaving 2,371 shares worth $813K. The position accounts for 0.23% of the portfolio, ranked #65.

Investment Advisory Services first reported a position in V in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.18M in Q1 2025. 1,537 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Investment Advisory Services held 2,371 shares of Visa worth $813K as of Q2 2026.
  • Investment Advisory Services sold 184 Visa shares in Q2 2026, an estimated $59.1K.
  • Visa made up 0.23% of Investment Advisory Services's portfolio in Q2 2026, its #65 holding.
  • Investment Advisory Services first reported a position in Visa in Q4 2019 and has held it in 26 quarters since.
  • Investment Advisory Services's Visa position peaked at $1.18M in Q1 2025.
  • 1,537 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.