MGIA
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Moneta Group Investment Advisors’s Visa V Stock Holding History

Moneta Group Investment 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 		$12.3M Buy
40,850
+1,322
+3% +$425K 0.09% 104
2025
Q4 		$13.9M Buy
39,528
+352
+0.9% +$120K 0.1% 93
2025
Q3 		$13.4M Buy
39,176
+1,991
+5% +$689K 0.11% 87
2025
Q2 		$13.2M Sell
37,185
-303
-0.8% -$106K 0.16% 78
2025
Q1 		$13.1M Sell
37,488
-61
-0.2% -$20.6K 0.18% 74
2024
Q4 		$11.9M Buy
37,549
+1,672
+5% +$503K 0.17% 75
2024
Q3 		$9.86M Sell
35,877
-188
-0.5% -$50.8K 0.14% 90
2024
Q2 		$9.47M Buy
36,065
+1,255
+4% +$344K 0.15% 85
2024
Q1 		$9.71M Buy
34,810
+6,836
+24% +$1.89M 0.16% 84
2023
Q4 		$7.28M Buy
27,974
+178
+0.6% +$43.9K 0.14% 82
2023
Q3 		$6.39M Sell
27,796
-1,489
-5% -$358K 0.15% 81
2023
Q2 		$6.95M Buy
29,285
+4,028
+16% +$922K 0.15% 79
2023
Q1 		$5.69M Buy
25,257
+4,996
+25% +$1.11M 0.14% 92
2022
Q4 		$4.66M Sell
20,261
-735
-4% -$148K 0.13% 100
2022
Q3 		$3.73M Sell
20,996
-1,285
-6% -$261K 0.14% 100
2022
Q2 		$4.39M Buy
22,281
+5,227
+31% +$1.08M 0.15% 100
2022
Q1 		$3.78M Buy
17,054
+779
+5% +$168K 0.15% 94
2021
Q4 		$3.53M Sell
16,275
-847
-5% -$182K 0.14% 99
2021
Q3 		$3.81M Buy
17,122
+318
+2% +$74.6K 0.18% 90
2021
Q2 		$3.93M Buy
16,804
+3,816
+29% +$872K 0.18% 91
2021
Q1 		$2.75M Buy
12,988
+6,240
+92% +$1.31M 0.15% 106
2020
Q4 		$1.48M Buy
6,748
+1,072
+19% +$219K 0.11% 118
2020
Q3 		$1.14M Buy
5,676
+116
+2% +$23.2K 0.1% 117
2020
Q2 		$1.07M Buy
5,560
+1,544
+38% +$282K 0.1% 110
2020
Q1 		$647K Sell
4,016
-1,428
-26% -$269K 0.07% 133
2019
Q4 		$1.02M Buy
5,444
+264
+5% +$47.6K 0.09% 114
2019
Q3 		$891K Buy
5,180
+1,181
+30% +$210K 0.08% 127
2019
Q2 		$694K Sell
3,999
-515
-11% -$84.3K 0.07% 136
2019
Q1 		$705K Sell
4,514
-2,527
-36% -$364K 0.07% 120
2018
Q4 		$929K Sell
7,041
-764
-10% -$106K 0.11% 101
2018
Q3 		$1.17M Sell
7,805
-1,775
-19% -$252K 0.12% 96
2018
Q2 		$1.27M Buy
9,580
+7,307
+321% +$940K 0.14% 89
2018
Q1 		$272K Sell
2,273
-1,418
-38% -$172K 0.04% 166
2017
Q4 		$421K Hold
3,691
– – 0.06% 137
2017
Q3 		$388K Buy
+3,691
New +$374K 0.06% 143
2015
Q4 		– Sell
-340
Closed -$24K – 403
2015
Q3 		$24K Buy
+340
New +$24.3K 0.01% 303
2015
Q2 		– Sell
-8,000
Closed -$523K – 157
2015
Q1 		$523K Hold
8,000
– – 0.22% 79
2014
Q4 		$524K Hold
8,000
– – 0.25% 66
2014
Q3 		$427K Hold
8,000
– – 0.22% 75
2014
Q2 		$421K Hold
8,000
– – 0.23% 73
2014
Q1 		$432K Hold
8,000
– – 0.26% 63
2013
Q4 		$445K Hold
8,000
– – 0.27% 66
2013
Q3 		$382K Hold
8,000
– – 0.25% 71
2013
Q2 		$366K Buy
+8,000
New +$350K 0.26% 70

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

Moneta Group Investment Advisors's V Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Visa (V) stake by 3.3% in Q1 2026, buying an estimated $425K and bringing the position to 40,850 shares worth $12.3M. The position accounts for 0.09% of the portfolio, ranked #104.

Moneta Group Investment Advisors first reported a position in V in Q2 2013 and has held it in 44 quarters since. The position peaked at $13.9M in Q4 2025. 4,450 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Moneta Group Investment Advisors held 40,850 shares of Visa worth $12.3M as of Q1 2026.
  • Moneta Group Investment Advisors bought 1,322 Visa shares in Q1 2026, an estimated $425K.
  • Visa made up 0.09% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #104 holding.
  • Moneta Group Investment Advisors first reported a position in Visa in Q2 2013 and has held it in 44 quarters since.
  • Moneta Group Investment Advisors's Visa position peaked at $13.9M in Q4 2025.
  • 4,450 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.