Lugano Financial Advisors SA (LFA)’s Visa V Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$374K	Hold	1,091	–	–	0.23%	51
2026 Q1	$330K	Hold	1,091	–	–	0.17%	54
2025 Q4	$383K	Hold	1,091	–	–	0.2%	53
2025 Q3	$372K	Hold	1,091	–	–	0.2%	51
2025 Q2	$387K	Buy	1,091 +101	+10%	+$35.2K	0.23%	49
2025 Q1	$347K	Buy	990 +90	+10%	+$30.5K	0.24%	49
2024 Q4	$284K	Hold	900	–	–	0.19%	58
2024 Q3	$247K	Sell	900 -91	-9%	-$24.6K	0.17%	64
2024 Q2	$260K	Buy	991 +300	+43%	+$82.2K	0.2%	55
2024 Q1	$193K	Hold	691	–	–	0.14%	69
2023 Q4	$180K	Buy	691 +46	+7%	+$11.3K	0.14%	58
2023 Q3	$148K	Sell	645 -555	-46%	-$133K	0.13%	67
2023 Q2	$285K	Buy	+1,200	New	+$275K	0.19%	61
2020 Q1	–	Sell	-26	Closed	-$5K	–	135
2019 Q4	$5K	Buy	+26	New	+$4.68K	﹤0.01%	134
2019 Q2	$9K	Buy	+53	New	+$8.68K	0.01%	132
2019 Q1	–	Sell	-1,677	Closed	-$252K	–	176
2018 Q4	$252K	Hold	1,677	–	–	0.18%	65
2018 Q3	$252K	Buy	1,677 +1,477	+739%	+$210K	0.18%	65
2018 Q2	$26K	Buy	+200	New	+$25.7K	0.03%	116

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

Lugano Financial Advisors SA (LFA)'s V Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its Visa (V) position steady in Q2 2026 at 1,091 shares worth $374K. The position accounts for 0.23% of the portfolio, ranked #51.

Lugano Financial Advisors SA (LFA) first reported a position in V in Q2 2018 and has held it in 18 quarters since. The position peaked at $387K in Q2 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 1,091 shares of Visa worth $374K as of Q2 2026.
Lugano Financial Advisors SA (LFA) left its Visa share count unchanged in Q2 2026.
Visa made up 0.23% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #51 holding.
Lugano Financial Advisors SA (LFA) first reported a position in Visa in Q2 2018 and has held it in 18 quarters since.
Lugano Financial Advisors SA (LFA)'s Visa position peaked at $387K in Q2 2025.
4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.