Lloyd Advisory Services’s Visa V Stock Holding History

Lloyd Advisory Services’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	$33K	Sell	96 -13,687	-99%	-$4.39M	0.01%	269
2026 Q1	$2.16M	Buy	13,783 +13,661	+11,198%	+$4.39M	0.62%	18
2025 Q4	$42.8K	Buy	+122	New	+$41.6K	0.02%	254
2024 Q2	–	Sell	-7,530	Closed	-$2.1M	–	189
2024 Q1	$2.1M	Buy	7,530 +6,484	+620%	+$1.79M	0.45%	28
2023 Q4	$272K	Sell	1,046 -13,296	-93%	-$3.28M	0.13%	95
2023 Q3	$3.3M	Buy	+14,342	New	+$3.45M	1.09%	15
2022 Q2	–	Sell	-569	Closed	-$126K	–	534
2022 Q1	$126K	Sell	569 -253	-31%	-$54.7K	0.06%	137
2021 Q4	$178K	Buy	822 +101	+14%	+$21.7K	0.08%	98
2021 Q3	$161K	Buy	721 +213	+42%	+$49.9K	0.08%	98
2021 Q2	$119K	Buy	508 +173	+52%	+$39.5K	0.06%	107
2021 Q1	$71K	Buy	335 +169	+102%	+$35.6K	0.04%	121
2020 Q4	$36K	Hold	166	–	–	0.02%	139
2020 Q3	$33K	Buy	166 +9	+6%	+$1.8K	0.02%	130
2020 Q2	$30K	Sell	157 -72	-31%	-$13.2K	0.02%	143
2020 Q1	$37K	Buy	229 +2	+0.9%	+$377	0.03%	104
2019 Q4	$43K	Buy	+227	New	+$40.9K	0.04%	134

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

Lloyd Advisory Services's V Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Visa (V) stake by 99% in Q2 2026, selling an estimated $4.39M and leaving 96 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #269.

Lloyd Advisory Services first reported a position in V in Q4 2019 and has held it in 16 quarters since. The position peaked at $3.3M in Q3 2023. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

Lloyd Advisory Services held 96 shares of Visa worth $33K as of Q2 2026.
Lloyd Advisory Services sold 13,687 Visa shares in Q2 2026, an estimated $4.39M.
Visa made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #269 holding.
Lloyd Advisory Services first reported a position in Visa in Q4 2019 and has held it in 16 quarters since.
Lloyd Advisory Services's Visa position peaked at $3.3M in Q3 2023.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.