KA
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KDT Advisors’s Visa V Stock Holding History

KDT 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
Q1 		$807K Sell
2,670
-1,257
-32% -$404K 1.29% 21
2025
Q4 		$1.38M Buy
3,927
+177
+5% +$60.3K 1.93% 10
2025
Q3 		$1.28M Sell
3,750
-112
-3% -$38.8K 1.87% 11
2025
Q2 		$1.37M Hold
3,862
– – 2.21% 9
2025
Q1 		$1.35M Sell
3,862
-467
-11% -$158K 1.99% 10
2024
Q4 		$1.37M Buy
+4,329
New +$1.3M 2.01% 11

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

KDT Advisors's V Position: Q1 2026 in Review

KDT Advisors reduced its Visa (V) stake by 32% in Q1 2026, selling an estimated $404K and leaving 2,670 shares worth $807K. The position accounts for 1.29% of the portfolio, ranked #21.

KDT Advisors first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.38M in Q4 2025. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • KDT Advisors held 2,670 shares of Visa worth $807K as of Q1 2026.
  • KDT Advisors sold 1,257 Visa shares in Q1 2026, an estimated $404K.
  • Visa made up 1.29% of KDT Advisors's portfolio in Q1 2026, its #21 holding.
  • KDT Advisors first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • KDT Advisors's Visa position peaked at $1.38M in Q4 2025.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on KDT Advisors's 13F filing for Q1 2026, filed 15 May 2026.