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NewEdge Advisors’s Visa V Stock Holding History

NewEdge 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 		$229M Buy
757,409
+16,206
+2% +$5.21M 0.83% 17
2025
Q4 		$260M Buy
741,203
+356,134
+92% +$121M 0.94% 15
2025
Q3 		$131M Sell
385,069
-2,373
-0.6% -$821K 0.6% 26
2025
Q2 		$138M Buy
387,442
+8,166
+2% +$2.85M 0.71% 20
2025
Q1 		$133M Buy
379,276
+3,490
+0.9% +$1.18M 0.79% 17
2024
Q4 		$119M Buy
375,786
+11,532
+3% +$3.47M 0.71% 18
2024
Q3 		$100M Buy
364,254
+19,136
+6% +$5.17M 0.65% 22
2024
Q2 		$90.6M Buy
345,118
+47,211
+16% +$12.9M 0.66% 20
2024
Q1 		$83.1M Buy
297,907
+89,454
+43% +$24.7M 0.73% 15
2023
Q4 		$55M Buy
208,453
+25,154
+14% +$6.2M 0.52% 30
2023
Q3 		$42.2M Buy
183,299
+28,466
+18% +$6.84M 0.46% 45
2023
Q2 		$36.8M Buy
154,833
+1,525
+1% +$349K 0.42% 58
2023
Q1 		$34.6M Buy
153,308
+7,637
+5% +$1.7M 0.43% 57
2022
Q4 		$15.5M Buy
145,671
+17,031
+13% +$3.43M 0.42% 49
2022
Q3 		$22.9M Buy
128,640
+857
+0.7% +$174K 0.38% 65
2022
Q2 		$25.2M Buy
127,783
+7,190
+6% +$1.49M 0.42% 59
2022
Q1 		$26.7M Buy
120,593
+4,513
+4% +$976K 0.43% 56
2021
Q4 		$25.2M Buy
116,080
+42,793
+58% +$9.19M 0.38% 62
2021
Q3 		$16.3M Buy
73,287
+6,133
+9% +$1.44M 0.4% 61
2021
Q2 		$15.7M Buy
67,154
+4,472
+7% +$1.02M 0.42% 55
2021
Q1 		$13.3M Sell
62,682
-9,086
-13% -$1.91M 0.4% 56
2020
Q4 		$15.7M Sell
71,768
-8,482
-11% -$1.74M 0.51% 47
2020
Q3 		$16M Buy
80,250
+10,728
+15% +$2.14M 0.56% 48
2020
Q2 		$13.4M Buy
69,522
+5,401
+8% +$987K 0.52% 50
2020
Q1 		$10.3M Buy
64,121
+8,987
+16% +$1.69M 0.5% 55
2019
Q4 		$10.4M Buy
55,134
+6,230
+13% +$1.12M 0.41% 59
2019
Q3 		$8.48M Buy
48,904
+19,317
+65% +$3.44M 0.38% 75
2019
Q2 		$5.13M Sell
29,587
-269
-0.9% -$44K 0.31% 80
2019
Q1 		$4.66M Buy
29,856
+4,655
+18% +$671K 0.3% 85
2018
Q4 		$3.33K Buy
25,201
+2,062
+9% +$285K 0.21% 106
2018
Q3 		$3.47M Buy
23,139
+3,180
+16% +$452K 0.27% 94
2018
Q2 		$2.65K Buy
19,959
+3,705
+23% +$477K 0.24% 101
2018
Q1 		$1.92M Buy
16,254
+4,260
+36% +$516K 0.22% 101
2017
Q4 		$1.43M Buy
11,994
+183
+2% +$20.2K 0.19% 120
2017
Q3 		$1.26M Buy
11,811
+4,749
+67% +$482K 0.2% 130
2017
Q2 		$671K Buy
7,062
+810
+13% +$75.2K 0.12% 164
2017
Q1 		$559K Buy
6,252
+1,709
+38% +$147K 0.13% 157
2016
Q4 		$374K Buy
4,543
+336
+8% +$27K 0.1% 172
2016
Q3 		$348K Buy
+4,207
New +$337K 0.11% 151

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

NewEdge Advisors's V Position: Q1 2026 in Review

NewEdge Advisors increased its Visa (V) stake by 2.2% in Q1 2026, buying an estimated $5.21M and bringing the position to 757,409 shares worth $229M. The position accounts for 0.83% of the portfolio, ranked #17.

NewEdge Advisors first reported a position in V in Q3 2016 and has held it in 39 quarters since. The position peaked at $260M in Q4 2025. 4,450 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • NewEdge Advisors held 757,409 shares of Visa worth $229M as of Q1 2026.
  • NewEdge Advisors bought 16,206 Visa shares in Q1 2026, an estimated $5.21M.
  • Visa made up 0.83% of NewEdge Advisors's portfolio in Q1 2026, its #17 holding.
  • NewEdge Advisors first reported a position in Visa in Q3 2016 and has held it in 39 quarters since.
  • NewEdge Advisors's Visa position peaked at $260M in Q4 2025.
  • 4,450 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.