Laraway Financial Advisors’s Visa V Stock Holding History

Laraway Financial 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	$656K	Sell	2,170 -280	-11%	-$90K	0.46%	54
2025 Q4	$859K	Hold	2,450	–	–	0.56%	43
2025 Q3	$836K	Hold	2,450	–	–	0.57%	44
2025 Q2	$870K	Hold	2,450	–	–	0.66%	41
2025 Q1	$859K	Sell	2,450 -50	-2%	-$16.9K	0.68%	40
2024 Q4	$790K	Hold	2,500	–	–	0.61%	42
2024 Q3	$687K	Hold	2,500	–	–	0.55%	52
2024 Q2	$656K	Hold	2,500	–	–	0.56%	51
2024 Q1	$698K	Hold	2,500	–	–	0.62%	50
2023 Q4	$651K	Hold	2,500	–	–	0.62%	52
2023 Q3	$575K	Hold	2,500	–	–	0.6%	54
2023 Q2	$594K	Sell	2,500 -200	-7%	-$45.8K	0.59%	52
2023 Q1	$609K	Sell	2,700 -250	-8%	-$55.6K	0.62%	53
2022 Q4	$613K	Hold	2,950	–	–	0.64%	50
2022 Q3	$524K	Sell	2,950 -10	-0.3%	-$2.04K	0.59%	53
2022 Q2	$582K	Sell	2,960 -190	-6%	-$39.3K	0.62%	51
2022 Q1	$699K	Hold	3,150	–	–	0.64%	49
2021 Q4	$683K	Buy	+3,150	New	+$676K	0.61%	55

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

Laraway Financial Advisors's V Position: Q1 2026 in Review

Laraway Financial Advisors reduced its Visa (V) stake by 11% in Q1 2026, selling an estimated $90K and leaving 2,170 shares worth $656K. The position accounts for 0.46% of the portfolio, ranked #54.

Laraway Financial Advisors first reported a position in V in Q4 2021 and has held it in 18 quarters since. The position peaked at $870K in Q2 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

Laraway Financial Advisors held 2,170 shares of Visa worth $656K as of Q1 2026.
Laraway Financial Advisors sold 280 Visa shares in Q1 2026, an estimated $90K.
Visa made up 0.46% of Laraway Financial Advisors's portfolio in Q1 2026, its #54 holding.
Laraway Financial Advisors first reported a position in Visa in Q4 2021 and has held it in 18 quarters since.
Laraway Financial Advisors's Visa position peaked at $870K in Q2 2025.
4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Laraway Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.