MA
V icon

Mezzasalma Advisors’s Visa V Stock Holding History

Mezzasalma Advisors’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 		$13.1M Buy
38,092
+951
+3% +$305K 2.62% 10
2026
Q1 		$11.2M Buy
37,141
+1,382
+4% +$444K 2.87% 9
2025
Q4 		$12.4M Buy
35,759
+447
+1% +$152K 2.98% 9
2025
Q3 		$12.1M Buy
35,312
+276
+0.8% +$95.5K 3.09% 9
2025
Q2 		$12.4M Sell
35,036
-84
-0.2% -$29.3K 3.73% 8
2025
Q1 		$12.3M Sell
35,120
-375
-1% -$127K 4.25% 7
2024
Q4 		$11.2M Buy
35,495
+957
+3% +$288K 3.62% 8
2024
Q3 		$9.5M Buy
34,538
+997
+3% +$270K 3.74% 9
2024
Q2 		$8.8M Buy
33,541
+4,621
+16% +$1.27M 3.78% 9
2024
Q1 		$8.07M Buy
28,920
+1,917
+7% +$529K 3.82% 9
2023
Q4 		$7.03M Buy
27,003
+281
+1% +$69.3K 3.83% 8
2023
Q3 		$6.15M Buy
26,722
+360
+1% +$86.5K 3.79% 8
2023
Q2 		$6.26M Buy
26,362
+1,585
+6% +$363K 3.8% 6
2023
Q1 		$5.59M Sell
24,777
-280
-1% -$62.3K 3.95% 6
2022
Q4 		$5.21M Sell
25,057
-324
-1% -$65.3K 4.54% 6
2022
Q3 		$4.51M Buy
25,381
+191
+0.8% +$38.9K 3.58% 8
2022
Q2 		$4.96M Sell
25,190
-56
-0.2% -$11.6K 4.19% 5
2022
Q1 		$5.6M Sell
25,246
-49
-0.2% -$10.6K 3.49% 7
2021
Q4 		$5.48M Buy
25,295
+184
+0.7% +$39.5K 2.94% 8
2021
Q3 		$5.59M Sell
25,111
-1
-0% -$234 3.14% 10
2021
Q2 		$5.87M Hold
25,112
– – 3.24% 9
2021
Q1 		$5.32M Sell
25,112
-290
-1% -$61K 3.41% 7
2020
Q4 		$5.56M Buy
+25,402
New +$5.2M 3.56% 6

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

Mezzasalma Advisors's V Position: Q2 2026 in Review

Mezzasalma Advisors increased its Visa (V) stake by 2.6% in Q2 2026, buying an estimated $305K and bringing the position to 38,092 shares worth $13.1M. The position accounts for 2.62% of the portfolio, ranked #10.

Mezzasalma Advisors first reported a position in V in Q4 2020 and has held it in 23 quarters since. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Mezzasalma Advisors held 38,092 shares of Visa worth $13.1M as of Q2 2026.
  • Mezzasalma Advisors bought 951 Visa shares in Q2 2026, an estimated $305K.
  • Visa made up 2.62% of Mezzasalma Advisors's portfolio in Q2 2026, its #10 holding.
  • Mezzasalma Advisors first reported a position in Visa in Q4 2020 and has held it in 23 quarters since.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.