IAGL
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Innovative Advisory Group, LLC’s Visa V Stock Holding History

Innovative Advisory Group, 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
2026
Q1 		– Sell
-60
Closed -$21K – 218
2025
Q4 		$21K Hold
60
– – 0.01% 98
2025
Q3 		$20.5K Hold
60
– – 0.01% 100
2025
Q2 		$21.3K Buy
+60
New +$20.9K 0.02% 94

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Innovative Advisory Group, LLC's V Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Visa (V) in Q1 2026, closing a stake of 60 shares — an estimated $21K sold.

Innovative Advisory Group, LLC first reported a position in V in Q2 2025 and held it in 3 quarters. The position peaked at $21.3K in Q2 2025. 4,486 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 60 Visa shares in Q1 2026, an estimated $21K.
  • Innovative Advisory Group, LLC first reported a position in Visa in Q2 2025 and held it in 3 quarters.
  • Innovative Advisory Group, LLC's Visa position peaked at $21.3K in Q2 2025.
  • 4,486 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.