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McAdam LLC’s Visa V Stock Holding History

McAdam LLC’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 		$2.14M Buy
6,228
+919
+17% +$295K 0.08% 102
2026
Q1 		$1.6M Buy
5,309
+35
+0.7% +$11.3K 0.07% 124
2025
Q4 		$1.85M Buy
5,274
+299
+6% +$102K 0.08% 112
2025
Q3 		$1.7M Buy
4,975
+328
+7% +$114K 0.08% 109
2025
Q2 		$1.65M Buy
4,647
+901
+24% +$314K 0.09% 109
2025
Q1 		$1.31M Sell
3,746
-146
-4% -$49.4K 0.08% 110
2024
Q4 		$1.23M Buy
3,892
+547
+16% +$164K 0.07% 121
2024
Q3 		$920K Buy
3,345
+95
+3% +$25.7K 0.05% 138
2024
Q2 		$853K Buy
3,250
+342
+12% +$93.7K 0.05% 128
2024
Q1 		$812K Sell
2,908
-962
-25% -$266K 0.05% 129
2023
Q4 		$1.01M Buy
3,870
+1,509
+64% +$372K 0.07% 112
2023
Q3 		$543K Buy
2,361
+325
+16% +$78.1K 0.04% 148
2023
Q2 		$484K Buy
2,036
+183
+10% +$41.9K 0.04% 155
2023
Q1 		$418K Buy
1,853
+679
+58% +$151K 0.04% 163
2022
Q4 		$254K Sell
1,174
-241
-17% -$48.6K 0.03% 159
2022
Q3 		$251K Sell
1,415
-12
-0.8% -$2.44K 0.03% 190
2022
Q2 		$281K Buy
1,427
+31
+2% +$6.41K 0.03% 180
2022
Q1 		$310K Buy
1,396
+222
+19% +$48K 0.03% 159
2021
Q4 		$254K Buy
1,174
+12
+1% +$2.58K 0.03% 159
2021
Q3 		$259K Buy
1,162
+26
+2% +$6.1K 0.03% 147
2021
Q2 		$282K Buy
1,136
+26
+2% +$5.94K 0.03% 139
2021
Q1 		$235K Buy
1,110
+87
+9% +$18.3K 0.03% 144
2020
Q4 		$218K Sell
1,023
-74
-7% -$15.1K 0.03% 150
2020
Q3 		$219K Buy
+1,097
New +$219K 0.04% 130
2018
Q4 		– Sell
-856
Closed -$128K – 577
2018
Q3 		$128K Buy
856
+3
+0.4% +$427 0.05% 93
2018
Q2 		$113K Sell
853
-32
-4% -$4.12K 0.05% 92
2018
Q1 		$106K Buy
+885
New +$107K 0.05% 96

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

McAdam LLC's V Position: Q2 2026 in Review

McAdam LLC increased its Visa (V) stake by 17% in Q2 2026, buying an estimated $295K and bringing the position to 6,228 shares worth $2.14M. The position accounts for 0.08% of the portfolio, ranked #102.

McAdam LLC first reported a position in V in Q1 2018 and has held it in 27 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • McAdam LLC held 6,228 shares of Visa worth $2.14M as of Q2 2026.
  • McAdam LLC bought 919 Visa shares in Q2 2026, an estimated $295K.
  • Visa made up 0.08% of McAdam LLC's portfolio in Q2 2026, its #102 holding.
  • McAdam LLC first reported a position in Visa in Q1 2018 and has held it in 27 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.