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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 $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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's V Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Visa (V) stake by 0.46% in Q2 2026, selling an estimated $62K and leaving 41,866 shares worth $14.4M. The position accounts for 0.27% of the portfolio, ranked #82.

Mount Yale Investment Advisors first reported a position in V in Q1 2018 and has held it in 34 quarters since. 4,590 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Mount Yale Investment Advisors held 41,866 shares of Visa worth $14.4M as of Q2 2026.
  • Mount Yale Investment Advisors sold 193 Visa shares in Q2 2026, an estimated $62K.
  • Visa made up 0.27% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #82 holding.
  • Mount Yale Investment Advisors first reported a position in Visa in Q1 2018 and has held it in 34 quarters since.
  • 4,590 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.