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Limestone Investment Advisors’s Visa V Stock Holding History

Limestone Investment 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
Q2 		$3.91M Sell
11,400
-2,000
-15% -$642K 0.29% 68
2026
Q1 		$4.05M Buy
13,400
+100
+0.8% +$32.2K 0.32% 50
2025
Q4 		$4.66M Buy
13,300
+900
+7% +$307K 0.45% 41
2025
Q3 		$4.23M Sell
12,400
-4,300
-26% -$1.49M 0.34% 47
2025
Q2 		$5.93M Buy
+16,700
New +$5.82M 0.52% 41

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Limestone Investment Advisors's V Position: Q2 2026 in Review

Limestone Investment Advisors reduced its Visa (V) stake by 69% in Q2 2026, selling an estimated $3.07M and leaving 4,314 shares worth $1.48M. The position accounts for 0.11% of the portfolio, ranked #154.

Limestone Investment Advisors first reported a position in V in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.12M in Q2 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Limestone Investment Advisors held 4,314 shares of Visa worth $1.48M as of Q2 2026.
  • Limestone Investment Advisors sold 9,557 Visa shares in Q2 2026, an estimated $3.07M.
  • Visa made up 0.11% of Limestone Investment Advisors's portfolio in Q2 2026, its #154 holding.
  • Limestone Investment Advisors first reported a position in Visa in Q2 2025 and has held it in 5 quarters since.
  • Limestone Investment Advisors's Visa position peaked at $5.12M in Q2 2025.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Limestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.