MAG
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M3 Advisory Group’s Visa V Stock Holding History

M3 Advisory Group’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 		$466K Buy
1,357
+11
+0.8% +$3.53K 0.24% 74
2026
Q1 		$407K Buy
1,346
+36
+3% +$11.6K 0.25% 71
2025
Q4 		$460K Buy
1,310
+61
+5% +$20.8K 0.28% 65
2025
Q3 		$426K Sell
1,249
-32
-2% -$11.1K 0.27% 69
2025
Q2 		$455K Sell
1,281
-84
-6% -$29.3K 0.31% 65
2025
Q1 		$478K Sell
1,365
-593
-30% -$201K 0.38% 57
2024
Q4 		$619K Buy
1,958
+37
+2% +$11.1K 0.44% 48
2024
Q3 		$528K Buy
1,921
+174
+10% +$47K 0.39% 58
2024
Q2 		$459K Buy
1,747
+343
+24% +$94K 0.38% 62
2024
Q1 		$392K Buy
+1,404
New +$388K 0.36% 67

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

M3 Advisory Group's V Position: Q2 2026 in Review

M3 Advisory Group increased its Visa (V) stake by 0.82% in Q2 2026, buying an estimated $3.53K and bringing the position to 1,357 shares worth $466K. The position accounts for 0.24% of the portfolio, ranked #74.

M3 Advisory Group first reported a position in V in Q1 2024 and has held it in 10 quarters since. The position peaked at $619K in Q4 2024. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • M3 Advisory Group held 1,357 shares of Visa worth $466K as of Q2 2026.
  • M3 Advisory Group bought 11 Visa shares in Q2 2026, an estimated $3.53K.
  • Visa made up 0.24% of M3 Advisory Group's portfolio in Q2 2026, its #74 holding.
  • M3 Advisory Group first reported a position in Visa in Q1 2024 and has held it in 10 quarters since.
  • M3 Advisory Group's Visa position peaked at $619K in Q4 2024.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.