NIA
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NIA Impact Advisors’s Visa V Stock Holding History

NIA Impact 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
Q2 		– Sell
-850
Closed -$257K – 92
2026
Q1 		$257K Sell
850
-16
-2% -$5.14K 0.11% 80
2025
Q4 		$304K Sell
866
-134
-13% -$45.7K 0.1% 89
2025
Q3 		$341K Sell
1,000
-136
-12% -$47.1K 0.11% 86
2025
Q2 		$403K Sell
1,136
-164
-13% -$57.2K 0.14% 81
2025
Q1 		$456K Hold
1,300
– – 0.17% 80
2024
Q4 		$411K Hold
1,300
– – 0.13% 90
2024
Q3 		$357K Sell
1,300
-100
-7% -$27K 0.12% 91
2024
Q2 		$367K Sell
1,400
-239
-15% -$65.5K 0.13% 85
2024
Q1 		$457K Buy
+1,639
New +$453K 0.18% 73

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

NIA Impact Advisors's V Position: Q2 2026 in Review

NIA Impact Advisors sold out of Visa (V) in Q2 2026, closing a stake of 850 shares — an estimated $257K sold.

NIA Impact Advisors first reported a position in V in Q1 2024 and held it in 9 quarters. The position peaked at $457K in Q1 2024. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • NIA Impact Advisors reported no remaining Visa position as of Q2 2026 after selling out during the quarter.
  • NIA Impact Advisors sold 850 Visa shares in Q2 2026, an estimated $257K.
  • NIA Impact Advisors first reported a position in Visa in Q1 2024 and held it in 9 quarters.
  • NIA Impact Advisors's Visa position peaked at $457K in Q1 2024.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on NIA Impact Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.