Navalign LLC’s Visa V Stock Holding History

Navalign LLC’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
2021 Q3	–	Sell	-100	Closed	-$14K	–	125
2021 Q2	$14K	Buy	+100	New	+$22.9K	0.01%	123

Other funds holding V

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Navalign LLC's V Position: Q3 2026 in Review

Navalign LLC reduced its Visa (V) stake by 2% in Q3 2026, selling an estimated $80.8K and leaving 10,620 shares worth $3.82M. The position accounts for 0.87% of the portfolio, ranked #21.

Navalign LLC first reported a position in V in Q1 2021 and has held it in 23 quarters since. 4,065 funds tracked by Wall St. Rank hold V as of Q3 2026.

Navalign LLC held 10,620 shares of Visa worth $3.82M as of Q3 2026.
Navalign LLC sold 221 Visa shares in Q3 2026, an estimated $80.8K.
Visa made up 0.87% of Navalign LLC's portfolio in Q3 2026, its #21 holding.
Navalign LLC first reported a position in Visa in Q1 2021 and has held it in 23 quarters since.
4,065 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Navalign LLC's 13F filing for Q3 2026, filed 9 Nov 2026.