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MJT & Associates Financial Advisory’s Visa V Stock Holding History

MJT & Associates Financial 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 		$14.4K Sell
42
-6
-13% -$1.93K 0.01% 157
2026
Q1 		$14.5K Hold
48
– – 0.01% 146
2025
Q4 		$16.8K Hold
48
– – 0.01% 137
2025
Q3 		$16.4K Sell
48
-1
-2% -$346 0.01% 142
2025
Q2 		$17.4K Hold
49
– – 0.02% 159
2025
Q1 		$17.2K Buy
+49
New +$16.6K 0.02% 159

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

MJT & Associates Financial Advisory's V Position: Q2 2026 in Review

MJT & Associates Financial Advisory reduced its Visa (V) stake by 13% in Q2 2026, selling an estimated $1.93K and leaving 42 shares worth $14.4K. The position accounts for 0.01% of the portfolio, ranked #157.

MJT & Associates Financial Advisory first reported a position in V in Q1 2025 and has held it in 6 quarters since. The position peaked at $17.4K in Q2 2025. 4,539 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • MJT & Associates Financial Advisory held 42 shares of Visa worth $14.4K as of Q2 2026.
  • MJT & Associates Financial Advisory sold 6 Visa shares in Q2 2026, an estimated $1.93K.
  • Visa made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #157 holding.
  • MJT & Associates Financial Advisory first reported a position in Visa in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's Visa position peaked at $17.4K in Q2 2025.
  • 4,539 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.