Milestone Asset Management Group
V icon

Milestone Asset Management Group’s Visa V Stock Holding History

Milestone Asset Management 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
Q3 		$289K Buy
805
+43
+6% +$15.7K 0.13% 112
2026
Q2 		$262K Hold
762
– – 0.13% 116
2026
Q1 		$230K Buy
762
+2
+0.3% +$643 0.13% 119
2025
Q4 		$267K Buy
+760
New +$259K 0.15% 104

Other funds holding V

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Milestone Asset Management Group's V Position: Q3 2026 in Review

Milestone Asset Management Group increased its Visa (V) stake by 5.6% in Q3 2026, buying an estimated $15.7K and bringing the position to 805 shares worth $289K. The position accounts for 0.13% of the portfolio, ranked #112.

Milestone Asset Management Group first reported a position in V in Q4 2025 and has held it in 4 quarters since. 4,065 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Milestone Asset Management Group held 805 shares of Visa worth $289K as of Q3 2026.
  • Milestone Asset Management Group bought 43 Visa shares in Q3 2026, an estimated $15.7K.
  • Visa made up 0.13% of Milestone Asset Management Group's portfolio in Q3 2026, its #112 holding.
  • Milestone Asset Management Group first reported a position in Visa in Q4 2025 and has held it in 4 quarters since.
  • 4,065 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Milestone Asset Management Group's 13F filing for Q3 2026, filed 20 Oct 2026.