Ipsen Advisor Group’s Visa V Stock Holding History

Ipsen Advisor 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	$657K	Buy	1,915 +4	+0.2%	+$1.28K	0.42%	59
2026 Q1	$578K	Buy	1,911 +45	+2%	+$14.5K	0.4%	68
2025 Q4	$654K	Sell	1,866 -39	-2%	-$13.3K	0.47%	53
2025 Q3	$650K	Sell	1,905 -13	-0.7%	-$4.5K	0.47%	50
2025 Q2	$681K	Buy	1,918 +29	+2%	+$10.1K	0.52%	50
2025 Q1	$662K	Sell	1,889 -170	-8%	-$57.5K	0.57%	43
2024 Q4	$651K	Buy	+2,059	New	+$619K	0.56%	45
2022 Q4	$438K	Buy	+2,109	New	+$425K	0.51%	47

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Ipsen Advisor Group's V Position: Q2 2026 in Review

Ipsen Advisor Group increased its Visa (V) stake by 0.21% in Q2 2026, buying an estimated $1.28K and bringing the position to 1,915 shares worth $657K. The position accounts for 0.42% of the portfolio, ranked #59.

Ipsen Advisor Group first reported a position in V in Q4 2022 and has held it in 8 quarters since. The position peaked at $681K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

Ipsen Advisor Group held 1,915 shares of Visa worth $657K as of Q2 2026.
Ipsen Advisor Group bought 4 Visa shares in Q2 2026, an estimated $1.28K.
Visa made up 0.42% of Ipsen Advisor Group's portfolio in Q2 2026, its #59 holding.
Ipsen Advisor Group first reported a position in Visa in Q4 2022 and has held it in 8 quarters since.
Ipsen Advisor Group's Visa position peaked at $681K in Q2 2025.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.