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Mountain Capital Investment Advisors’s Visa V Stock Holding History

Mountain Capital 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
Q2 		$1.54M Sell
4,502
-109
-2% -$35K 0.22% 20
2026
Q1 		$1.43M Sell
4,611
-457
-9% -$147K 0.21% 19
2025
Q4 		$1.65M Buy
5,068
+93
+2% +$31.7K 0.27% 18
2025
Q3 		$1.73M Sell
4,975
-127
-2% -$44K 0.3% 16
2025
Q2 		$1.81M Buy
5,102
+263
+5% +$91.7K 0.35% 15
2025
Q1 		$1.62M Buy
4,839
+39
+0.8% +$13.2K 0.35% 15
2024
Q4 		$1.53M Sell
4,800
-50
-1% -$15K 0.32% 16
2024
Q3 		$1.5M Sell
4,850
-99
-2% -$26.8K 0.33% 14
2024
Q2 		$1.33M Buy
4,949
+167
+3% +$45.8K 0.33% 14
2024
Q1 		$1.32M Buy
4,782
+162
+4% +$44.7K 0.37% 13
2023
Q4 		$1.21M Buy
4,620
+445
+11% +$110K 0.41% 12
2023
Q3 		$1.02M Buy
4,175
+242
+6% +$58.2K 0.38% 15
2023
Q2 		$947K Buy
3,933
+61
+2% +$14K 0.36% 43
2023
Q1 		$901K Sell
3,872
-29
-0.7% -$6.46K 0.4% 47
2022
Q4 		$862K Sell
3,901
-13,637
-78% -$2.75M 0.39% 56
2022
Q3 		$3.27M Sell
17,538
-17
-0.1% -$3.46K 1.71% 12
2022
Q2 		$3.56M Buy
17,555
+1,364
+8% +$282K 1.78% 14
2022
Q1 		$3.48M Buy
16,191
+3,298
+26% +$713K 1.64% 13
2021
Q4 		$2.76M Buy
12,893
+1,649
+15% +$354K 1.25% 13
2021
Q3 		$2.59M Sell
11,244
-531
-5% -$125K 1.37% 17
2021
Q2 		$2.79M Sell
11,775
-893
-7% -$204K 1.29% 18
2021
Q1 		$2.8M Buy
12,668
+292
+2% +$61.5K 1.41% 14
2020
Q4 		$2.63M Buy
12,376
+9
+0.1% +$1.84K 1.59% 13
2020
Q3 		$2.55M Buy
12,367
+8,850
+252% +$1.77M 1.65% 15
2020
Q2 		$683K Buy
3,517
+159
+5% +$29K 0.31% 27
2020
Q1 		$583K Buy
3,358
+869
+35% +$164K 0.3% 22
2019
Q4 		$478K Buy
2,489
+331
+15% +$59.6K 0.21% 22
2019
Q3 		$371K Sell
2,158
-38
-2% -$6.77K 0.33% 30
2019
Q2 		$392K Buy
2,196
+413
+23% +$67.6K 0.37% 27
2019
Q1 		$279K Buy
+1,783
New +$257K 0.3% 34
2017
Q4 		– Sell
-172
Closed -$18K – 407
2017
Q3 		$18K Buy
172
+100
+139% +$10.1K 0.02% 202
2017
Q2 		$7K Buy
+72
New +$6.68K 0.01% 343

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mountain Capital Investment Advisors's V Position: Q2 2026 in Review

Mountain Capital Investment Advisors reduced its Visa (V) stake by 2.4% in Q2 2026, selling an estimated $35K and leaving 4,502 shares worth $1.54M. The position accounts for 0.22% of the portfolio, ranked #20.

Mountain Capital Investment Advisors first reported a position in V in Q2 2017 and has held it in 32 quarters since. The position peaked at $3.56M in Q2 2022. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Mountain Capital Investment Advisors held 4,502 shares of Visa worth $1.54M as of Q2 2026.
  • Mountain Capital Investment Advisors sold 109 Visa shares in Q2 2026, an estimated $35K.
  • Visa made up 0.22% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #20 holding.
  • Mountain Capital Investment Advisors first reported a position in Visa in Q2 2017 and has held it in 32 quarters since.
  • Mountain Capital Investment Advisors's Visa position peaked at $3.56M in Q2 2022.
  • 825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.