LIA
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Lynx Investment Advisory’s Visa V Stock Holding History

Lynx Investment Advisory’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 		$1.51M Buy
4,397
+712
+19% +$229K 0.49% 53
2026
Q1 		$1.11M Sell
3,685
-167
-4% -$53.7K 0.53% 37
2025
Q4 		$1.35M Sell
3,852
-53
-1% -$18.1K 0.74% 28
2025
Q3 		$1.33M Sell
3,905
-3
-0.1% -$1.04K 0.8% 29
2025
Q2 		$1.39M Sell
3,908
-7
-0.2% -$2.44K 0.91% 25
2025
Q1 		$1.37M Sell
3,915
-222
-5% -$75.1K 0.91% 26
2024
Q4 		$1.31M Buy
4,137
+1,249
+43% +$376K 0.89% 26
2024
Q3 		$794K Sell
2,888
-226
-7% -$61.1K 0.57% 41
2024
Q2 		$817K Buy
+3,114
New +$854K 0.61% 35

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

Lynx Investment Advisory's V Position: Q2 2026 in Review

Lynx Investment Advisory increased its Visa (V) stake by 19% in Q2 2026, buying an estimated $229K and bringing the position to 4,397 shares worth $1.51M. The position accounts for 0.49% of the portfolio, ranked #53.

Lynx Investment Advisory first reported a position in V in Q2 2024 and has held it in 9 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Lynx Investment Advisory held 4,397 shares of Visa worth $1.51M as of Q2 2026.
  • Lynx Investment Advisory bought 712 Visa shares in Q2 2026, an estimated $229K.
  • Visa made up 0.49% of Lynx Investment Advisory's portfolio in Q2 2026, its #53 holding.
  • Lynx Investment Advisory first reported a position in Visa in Q2 2024 and has held it in 9 quarters since.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.