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MSH Capital Advisors’s Visa V Stock Holding History

MSH Capital 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 		$3.3M Buy
9,625
+1,006
+12% +$323K 0.57% 50
2026
Q1 		$2.6M Buy
8,619
+703
+9% +$226K 0.55% 53
2025
Q4 		$2.78M Buy
7,916
+1,936
+32% +$660K 0.59% 44
2025
Q3 		$2.04M Buy
5,980
+4
+0.1% +$1.38K 0.55% 54
2025
Q2 		$2.12M Sell
5,976
-80
-1% -$27.9K 0.61% 47
2025
Q1 		$2.12M Sell
6,056
-296
-5% -$100K 0.66% 45
2024
Q4 		$2.01M Sell
6,352
-135
-2% -$40.6K 0.63% 49
2024
Q3 		$1.78M Buy
6,487
+1,877
+41% +$507K 0.55% 60
2024
Q2 		$1.21M Sell
4,610
-436
-9% -$120K 0.4% 74
2024
Q1 		$1.41M Sell
5,046
-395
-7% -$109K 0.49% 63
2023
Q4 		$1.42M Sell
5,441
-670
-11% -$165K 0.53% 62
2023
Q3 		$1.41M Buy
6,111
+203
+3% +$48.8K 0.55% 62
2023
Q2 		$1.4M Buy
5,908
+3,328
+129% +$762K 0.51% 67
2023
Q1 		$582K Sell
2,580
-72
-3% -$16K 0.25% 105
2022
Q4 		$551K Sell
2,652
-146
-5% -$29.4K 0.25% 106
2022
Q3 		$497K Sell
2,798
-98
-3% -$19.9K 0.24% 105
2022
Q2 		$570K Buy
2,896
+90
+3% +$18.6K 0.26% 98
2022
Q1 		$622K Buy
2,806
+690
+33% +$149K 0.26% 99
2021
Q4 		$459K Buy
+2,116
New +$454K 0.21% 110

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 $3.37T AUM 44.26% 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

MSH Capital Advisors's V Position: Q2 2026 in Review

MSH Capital Advisors increased its Visa (V) stake by 12% in Q2 2026, buying an estimated $323K and bringing the position to 9,625 shares worth $3.3M. The position accounts for 0.57% of the portfolio, ranked #50.

MSH Capital Advisors first reported a position in V in Q4 2021 and has held it in 19 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • MSH Capital Advisors held 9,625 shares of Visa worth $3.3M as of Q2 2026.
  • MSH Capital Advisors bought 1,006 Visa shares in Q2 2026, an estimated $323K.
  • Visa made up 0.57% of MSH Capital Advisors's portfolio in Q2 2026, its #50 holding.
  • MSH Capital Advisors first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.