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New Age Alpha Advisors’s Visa V Stock Holding History

New Age Alpha 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
Q1 		$741K Sell
2,452
-21
-0.8% -$6.75K 0.03% 451
2025
Q4 		$867K Sell
2,473
-1,265
-34% -$431K 0.04% 418
2025
Q3 		$1.28M Hold
3,738
– – 0.05% 384
2025
Q2 		$1.33M Buy
3,738
+134
+4% +$46.7K 0.06% 380
2025
Q1 		$1.26M Sell
3,604
-29,566
-89% -$10M 0.06% 394
2024
Q4 		$10.5M Buy
33,170
+33,095
+44,127% +$9.95M 0.42% 46
2024
Q3 		$20.6K Buy
+75
New +$20.3K 0.01% 78

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

New Age Alpha Advisors's V Position: Q1 2026 in Review

New Age Alpha Advisors reduced its Visa (V) stake by 0.85% in Q1 2026, selling an estimated $6.75K and leaving 2,452 shares worth $741K. The position accounts for 0.03% of the portfolio, ranked #451.

New Age Alpha Advisors first reported a position in V in Q3 2024 and has held it in 7 quarters since. The position peaked at $10.5M in Q4 2024. 4,445 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • New Age Alpha Advisors held 2,452 shares of Visa worth $741K as of Q1 2026.
  • New Age Alpha Advisors sold 21 Visa shares in Q1 2026, an estimated $6.75K.
  • Visa made up 0.03% of New Age Alpha Advisors's portfolio in Q1 2026, its #451 holding.
  • New Age Alpha Advisors first reported a position in Visa in Q3 2024 and has held it in 7 quarters since.
  • New Age Alpha Advisors's Visa position peaked at $10.5M in Q4 2024.
  • 4,445 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.