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Modus Advisors’s Visa V Stock Holding History

Modus 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
Q1 		– Sell
-120
Closed -$42K – 322
2025
Q4 		$42K Buy
+120
New +$40.9K 0.01% 189
2025
Q1 		– Sell
-101
Closed -$31.9K – 293
2024
Q4 		$31.9K Buy
+101
New +$30.4K 0.01% 174
2021
Q3 		– Sell
-31
Closed -$7K – 238
2021
Q2 		$7K Buy
+31
New +$7.09K ﹤0.01% 219
2020
Q3 		– Sell
-31
Closed -$6K – 205
2020
Q2 		$6K Buy
+31
New +$5.66K ﹤0.01% 188

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Modus Advisors's V Position: Q1 2026 in Review

Modus Advisors sold out of Visa (V) in Q1 2026, closing a stake of 120 shares — an estimated $42K sold.

Modus Advisors first reported a position in V in Q2 2020 and held it in 4 quarters. The position peaked at $42K in Q4 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Modus Advisors reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • Modus Advisors sold 120 Visa shares in Q1 2026, an estimated $42K.
  • Modus Advisors first reported a position in Visa in Q2 2020 and held it in 4 quarters.
  • Modus Advisors's Visa position peaked at $42K in Q4 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.