Kovack Advisors’s Visa V Stock Holding History

Kovack 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
2019 Q3	–	Sell	-1	Closed	-$3K	–	534
2019 Q2	$3K	Hold	1	–	–	﹤0.01%	458
2019 Q1	$2K	Buy	+1	New	+$144	﹤0.01%	448
2018 Q4	–	Sell	-1	Closed	-$2K	–	497
2018 Q3	$2K	Buy	+1	New	+$142	﹤0.01%	452
2016 Q4	–	Sell	-1	Closed	-$1K	–	314
2016 Q3	$1K	Buy	+1	New	+$80	﹤0.01%	265

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Kovack Advisors's V Position: Q1 2026 in Review

Kovack Advisors reduced its Visa (V) stake by 8.6% in Q1 2026, selling an estimated $279K and leaving 9,174 shares worth $2.73M. The position accounts for 0.15% of the portfolio, ranked #133.

Kovack Advisors first reported a position in V in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.94M in Q2 2021. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

Kovack Advisors held 9,174 shares of Visa worth $2.73M as of Q1 2026.
Kovack Advisors sold 868 Visa shares in Q1 2026, an estimated $279K.
Visa made up 0.15% of Kovack Advisors's portfolio in Q1 2026, its #133 holding.
Kovack Advisors first reported a position in Visa in Q4 2014 and has held it in 46 quarters since.
Kovack Advisors's Visa position peaked at $3.94M in Q2 2021.
4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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