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Park Edge Advisors’s Visa V Stock Holding History

Park Edge 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
-4,669
Closed -$1.41M – 164
2026
Q1 		$1.41M Sell
4,669
-144
-3% -$46.3K 0.33% 59
2025
Q4 		$1.69M Sell
4,813
-775
-14% -$264K 0.38% 58
2025
Q3 		$1.91M Buy
5,588
+1,050
+23% +$363K 0.44% 48
2025
Q2 		$1.61M Buy
4,538
+1,887
+71% +$658K 0.41% 46
2025
Q1 		$929K Buy
2,651
+117
+5% +$39.6K 0.26% 70
2024
Q4 		$801K Sell
2,534
-877
-26% -$264K 0.23% 71
2024
Q3 		$938K Buy
3,411
+379
+13% +$102K 0.27% 72
2024
Q2 		$796K Buy
3,032
+367
+14% +$101K 0.24% 68
2024
Q1 		$744K Sell
2,665
-1,135
-30% -$313K 0.21% 67
2023
Q4 		$989K Buy
3,800
+164
+5% +$40.4K 0.34% 39
2023
Q3 		$836K Buy
3,636
+232
+7% +$55.8K 0.3% 40
2023
Q2 		$808K Buy
+3,404
New +$779K 0.27% 39

Other funds holding V

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Park Edge Advisors's V Position: Q2 2026 in Review

Park Edge Advisors sold out of Visa (V) in Q2 2026, closing a stake of 4,669 shares — an estimated $1.41M sold.

Park Edge Advisors first reported a position in V in Q2 2023 and held it in 12 quarters. The position peaked at $1.91M in Q3 2025. 2,316 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Park Edge Advisors reported no remaining Visa position as of Q2 2026 after selling out during the quarter.
  • Park Edge Advisors sold 4,669 Visa shares in Q2 2026, an estimated $1.41M.
  • Park Edge Advisors first reported a position in Visa in Q2 2023 and held it in 12 quarters.
  • Park Edge Advisors's Visa position peaked at $1.91M in Q3 2025.
  • 2,316 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Park Edge Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.