N.E.W. Advisory Services’s Visa V Stock Holding History

N.E.W. Advisory Services’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 Q1	$951K	Buy	3,147 +19	+0.6%	+$6.11K	0.07%	98
2025 Q4	$1.1M	Buy	3,128 +1	+0%	+$341	0.08%	89
2025 Q3	$1.07M	Hold	3,127	–	–	0.1%	78
2025 Q2	$1.11M	Sell	3,127 -1,107	-26%	-$386K	0.11%	68
2025 Q1	$1.48M	Buy	4,234 +1,002	+31%	+$339K	0.11%	72
2024 Q4	$1.02M	Sell	3,232 -27	-0.8%	-$8.12K	0.1%	76
2024 Q3	$896K	Buy	3,259 +1	+0%	+$270	0.09%	81
2024 Q2	$855K	Sell	3,258 -12	-0.4%	-$3.29K	0.09%	78
2024 Q1	$913K	Buy	3,270 +42	+1%	+$11.6K	0.1%	75
2023 Q4	$841K	Sell	3,228 -22	-0.7%	-$5.42K	0.1%	76
2023 Q3	$748K	Sell	3,250 -156	-5%	-$37.5K	0.11%	78
2023 Q2	$809K	Sell	3,406 -262	-7%	-$60K	0.11%	67
2023 Q1	$827K	Sell	3,668 -180	-5%	-$40.1K	0.12%	64
2022 Q4	$800K	Buy	3,848 +50	+1%	+$10.1K	0.13%	64
2022 Q3	$675K	Sell	3,798 -38	-1%	-$7.73K	0.12%	66
2022 Q2	$755K	Buy	3,836 +112	+3%	+$23.1K	0.13%	65
2022 Q1	$788K	Sell	3,724 -107	-3%	-$23.1K	0.15%	64
2021 Q4	$830K	Hold	3,831	–	–	0.13%	65
2021 Q3	$853K	Buy	3,831 +121	+3%	+$28.4K	0.14%	62
2021 Q2	$870K	Sell	3,710 -14	-0.4%	-$3.2K	0.15%	62
2021 Q1	$807K	Sell	3,724 -324	-8%	-$68.2K	0.15%	64
2020 Q4	$883K	Sell	4,048 -113	-3%	-$23.1K	0.19%	59
2020 Q3	$834K	Sell	4,161 -53	-1%	-$10.6K	0.24%	45
2020 Q2	$814K	Buy	+4,214	New	+$770K	0.25%	44
2019 Q4	$637K	Buy	+3,385	New	+$610K	0.21%	49

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

N.E.W. Advisory Services's V Position: Q1 2026 in Review

N.E.W. Advisory Services increased its Visa (V) stake by 0.61% in Q1 2026, buying an estimated $6.11K and bringing the position to 3,147 shares worth $951K. The position accounts for 0.07% of the portfolio, ranked #98.

N.E.W. Advisory Services first reported a position in V in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.48M in Q1 2025. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

N.E.W. Advisory Services held 3,147 shares of Visa worth $951K as of Q1 2026.
N.E.W. Advisory Services bought 19 Visa shares in Q1 2026, an estimated $6.11K.
Visa made up 0.07% of N.E.W. Advisory Services's portfolio in Q1 2026, its #98 holding.
N.E.W. Advisory Services first reported a position in Visa in Q4 2019 and has held it in 25 quarters since.
N.E.W. Advisory Services's Visa position peaked at $1.48M in Q1 2025.
4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.