Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$15M Buy
43,732
+304
+0.7% +$97.6K 0.28% 58
2026
Q1
$13.1M Sell
43,428
-701
-2% -$225K 0.28% 61
2025
Q4
$15.5M Sell
44,129
-699
-2% -$238K 0.33% 45
2025
Q3
$15.5M Buy
44,828
+1,286
+3% +$445K 0.34% 45
2025
Q2
$15.5M Sell
43,542
-352
-0.8% -$123K 0.39% 38
2025
Q1
$14.7M Sell
43,894
-2,016
-4% -$682K 0.42% 37
2024
Q4
$14.6M Sell
45,910
-2,200
-5% -$662K 0.42% 32
2024
Q3
$13.6M Sell
48,110
-846
-2% -$229K 0.4% 36
2024
Q2
$12.8M Buy
48,956
+601
+1% +$165K 0.39% 38
2024
Q1
$13.5M Buy
48,355
+4,852
+11% +$1.34M 0.43% 35
2023
Q4
$11.3M Buy
43,503
+525
+1% +$129K 0.39% 38
2023
Q3
$9.89M Sell
42,978
-1,375
-3% -$331K 0.39% 41
2023
Q2
$10.5M Buy
44,353
+117
+0.3% +$26.8K 0.4% 37
2023
Q1
$9.97M Buy
44,236
+382
+0.9% +$85K 0.41% 35
2022
Q4
$9.11M Buy
43,854
+1,513
+4% +$305K 0.41% 39
2022
Q3
$7.52M Buy
42,341
+16,946
+67% +$3.45M 0.39% 43
2022
Q2
$5M Buy
25,395
+4,087
+19% +$845K 0.33% 66
2022
Q1
$4.72M Buy
21,308
+164
+0.8% +$35.5K 0.26% 78
2021
Q4
$4.58M Buy
21,144
+863
+4% +$185K 0.24% 86
2021
Q3
$4.52M Buy
20,281
+2,167
+12% +$508K 0.27% 86
2021
Q2
$4.24M Buy
18,114
+1,684
+10% +$385K 0.25% 98
2021
Q1
$3.48M Sell
16,430
-1,305
-7% -$275K 0.24% 99
2020
Q4
$3.88M Sell
17,735
-1,226
-6% -$251K 0.29% 74
2020
Q3
$3.79M Buy
18,961
+1,174
+7% +$235K 0.33% 67
2020
Q2
$3.44M Buy
17,787
+3,265
+22% +$596K 0.34% 64
2020
Q1
$2.34M Buy
14,522
+2,827
+24% +$533K 0.32% 73
2019
Q4
$2.2M Sell
11,695
-381
-3% -$68.6K 0.23% 107
2019
Q3
$2.08M Buy
12,076
+1,212
+11% +$216K 0.27% 89
2019
Q2
$1.89M Buy
10,864
+3,072
+39% +$503K 0.24% 94
2019
Q1
$1.22M Buy
7,792
+1,356
+21% +$195K 0.18% 135
2018
Q4
$849K Sell
6,436
-567
-8% -$78.3K 0.17% 154
2018
Q3
$1.05M Buy
7,003
+1,077
+18% +$153K 0.16% 159
2018
Q2
$785K Buy
5,926
+378
+7% +$48.7K 0.18% 175
2018
Q1
$664K Buy
5,548
+1,217
+28% +$147K 0.17% 199
2017
Q4
$494K Buy
+4,331
New +$478K 0.19% 154

Other funds holding V

Mutual Advisors's V Position: Q2 2026 in Review

Mutual Advisors increased its Visa (V) stake by 0.7% in Q2 2026, buying an estimated $97.6K and bringing the position to 43,732 shares worth $15M. The position accounts for 0.28% of the portfolio, ranked #58.

Mutual Advisors first reported a position in V in Q4 2017 and has held it in 35 quarters since. The position peaked at $15.5M in Q2 2025. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Mutual Advisors held 43,732 shares of Visa worth $15M as of Q2 2026.
  • Mutual Advisors bought 304 Visa shares in Q2 2026, an estimated $97.6K.
  • Visa made up 0.28% of Mutual Advisors's portfolio in Q2 2026, its #58 holding.
  • Mutual Advisors first reported a position in Visa in Q4 2017 and has held it in 35 quarters since.
  • Mutual Advisors's Visa position peaked at $15.5M in Q2 2025.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.