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MONECO Advisors’s Visa V Stock Holding History

MONECO 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 		$2.7M Buy
8,933
+216
+2% +$69.5K 0.21% 109
2025
Q4 		$3.06M Buy
8,717
+125
+1% +$42.6K 0.24% 86
2025
Q3 		$2.93M Buy
8,592
+228
+3% +$78.9K 0.24% 91
2025
Q2 		$2.97M Sell
8,364
-4
-0% -$1.39K 0.28% 81
2025
Q1 		$2.93M Sell
8,368
-514
-6% -$174K 0.3% 75
2024
Q4 		$2.81M Sell
8,882
-608
-6% -$183K 0.3% 83
2024
Q3 		$2.61M Buy
9,490
+2,365
+33% +$639K 0.32% 86
2024
Q2 		$1.87M Sell
7,125
-164
-2% -$45K 0.27% 98
2024
Q1 		$2.03M Buy
7,289
+347
+5% +$95.8K 0.32% 94
2023
Q4 		$1.81M Buy
6,942
+1,111
+19% +$274K 0.34% 76
2023
Q3 		$1.34M Buy
5,831
+37
+0.6% +$8.89K 0.36% 71
2023
Q2 		$1.38M Sell
5,794
-35
-0.6% -$8.01K 0.37% 63
2023
Q1 		$1.31M Buy
5,829
+1,256
+27% +$280K 0.39% 59
2022
Q4 		$950K Buy
4,573
+283
+7% +$57.1K 0.34% 74
2022
Q3 		$762K Buy
4,290
+14
+0.3% +$2.85K 0.3% 84
2022
Q2 		$842K Buy
4,276
+140
+3% +$28.9K 0.33% 78
2022
Q1 		$917K Buy
4,136
+85
+2% +$18.4K 0.34% 68
2021
Q4 		$938K Buy
4,051
+250
+7% +$53.7K 0.35% 71
2021
Q3 		$847K Buy
3,801
+1,329
+54% +$312K 0.33% 74
2021
Q2 		$578K Buy
2,472
+2
+0.1% +$457 0.27% 89
2021
Q1 		$523K Buy
2,470
+52
+2% +$10.9K 0.25% 93
2020
Q4 		$506K Buy
2,418
+2
+0.1% +$409 0.28% 79
2020
Q3 		$483K Buy
2,416
+316
+15% +$63.1K 0.31% 76
2020
Q2 		$406K Buy
2,100
+310
+17% +$56.6K 0.32% 76
2020
Q1 		$288K Buy
1,790
+118
+7% +$22.2K 0.29% 86
2019
Q4 		$342K Buy
1,672
+119
+8% +$21.4K 0.24% 91
2019
Q3 		$267K Buy
1,553
+114
+8% +$20.3K 0.21% 103
2019
Q2 		$250K Sell
1,439
-578
-29% -$94.6K 0.2% 102
2019
Q1 		$315K Buy
+2,017
New +$291K 0.26% 93

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

MONECO Advisors's V Position: Q1 2026 in Review

MONECO Advisors increased its Visa (V) stake by 2.5% in Q1 2026, buying an estimated $69.5K and bringing the position to 8,933 shares worth $2.7M. The position accounts for 0.21% of the portfolio, ranked #109.

MONECO Advisors first reported a position in V in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.06M in Q4 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • MONECO Advisors held 8,933 shares of Visa worth $2.7M as of Q1 2026.
  • MONECO Advisors bought 216 Visa shares in Q1 2026, an estimated $69.5K.
  • Visa made up 0.21% of MONECO Advisors's portfolio in Q1 2026, its #109 holding.
  • MONECO Advisors first reported a position in Visa in Q1 2019 and has held it in 29 quarters since.
  • MONECO Advisors's Visa position peaked at $3.06M in Q4 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.