MYIA
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Mount Yale Investment Advisors’s Visa V Stock Holding History

Mount Yale 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
2019
Q3 		– Sell
-3,600
Closed -$3K – 337
2019
Q2 		$3K Buy
+3,600
New +$589K ﹤0.01% 312

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

Mount Yale Investment Advisors's V Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Visa (V) stake by 221% in Q1 2026, buying an estimated $9.31M and bringing the position to 42,059 shares worth $12.7M. The position accounts for 0.29% of the portfolio, ranked #75.

Mount Yale Investment Advisors first reported a position in V in Q1 2018 and has held it in 33 quarters since. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Mount Yale Investment Advisors held 42,059 shares of Visa worth $12.7M as of Q1 2026.
  • Mount Yale Investment Advisors bought 28,943 Visa shares in Q1 2026, an estimated $9.31M.
  • Visa made up 0.29% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #75 holding.
  • Mount Yale Investment Advisors first reported a position in Visa in Q1 2018 and has held it in 33 quarters since.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.