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Operose Advisors’s Visa V Stock Holding History

Operose 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 		$1.21M Buy
3,987
+1,532
+62% +$493K 0.28% 47
2025
Q4 		$861K Buy
2,455
+245
+11% +$83.5K 0.2% 62
2025
Q3 		$754K Hold
2,210
– – 0.19% 61
2025
Q2 		$785K Hold
2,210
– – 0.22% 57
2025
Q1 		$775K Sell
2,210
-37
-2% -$12.5K 0.26% 59
2024
Q4 		$710K Sell
2,247
-4,124
-65% -$1.24M 0.24% 59
2024
Q3 		$1.75M Sell
6,371
-623
-9% -$168K 0.57% 24
2024
Q2 		$1.84M Buy
6,994
+258
+4% +$70.7K 0.65% 19
2024
Q1 		$1.88M Buy
6,736
+635
+10% +$175K 0.64% 17
2023
Q4 		$1.59M Sell
6,101
-20
-0.3% -$4.93K 0.64% 19
2023
Q3 		$1.41M Sell
6,121
-19
-0.3% -$4.57K 0.56% 21
2023
Q2 		$1.46M Buy
6,140
+87
+1% +$19.9K 0.66% 19
2023
Q1 		$1.36M Buy
6,053
+236
+4% +$52.5K 0.68% 18
2022
Q4 		$1.21M Hold
5,817
– – 0.65% 19
2022
Q3 		$1.03M Buy
5,817
+5,600
+2,581% +$1.14M 0.68% 22
2022
Q2 		$43K Hold
217
– – 0.03% 151
2022
Q1 		$48K Buy
217
+125
+136% +$27K 0.03% 150
2021
Q4 		$20K Buy
+92
New +$19.8K 0.02% 211

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

Operose Advisors's V Position: Q1 2026 in Review

Operose Advisors increased its Visa (V) stake by 62% in Q1 2026, buying an estimated $493K and bringing the position to 3,987 shares worth $1.21M. The position accounts for 0.28% of the portfolio, ranked #47.

Operose Advisors first reported a position in V in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.88M in Q1 2024. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Operose Advisors held 3,987 shares of Visa worth $1.21M as of Q1 2026.
  • Operose Advisors bought 1,532 Visa shares in Q1 2026, an estimated $493K.
  • Visa made up 0.28% of Operose Advisors's portfolio in Q1 2026, its #47 holding.
  • Operose Advisors first reported a position in Visa in Q4 2021 and has held it in 18 quarters since.
  • Operose Advisors's Visa position peaked at $1.88M in Q1 2024.
  • 4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Operose Advisors's 13F filing for Q1 2026, filed 12 May 2026.