PIA
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Petredis Investment Advisors’s Visa V Stock Holding History

Petredis Investment 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 		$7.53M Buy
21,946
+12
+0.1% +$3.85K 0.51% 45
2026
Q1 		$6.63M Sell
21,934
-202
-0.9% -$65K 0.54% 44
2025
Q4 		$7.76M Sell
22,136
-249
-1% -$84.8K 0.61% 37
2025
Q3 		$7.64M Sell
22,385
-117
-0.5% -$40.5K 0.61% 36
2025
Q2 		$7.99M Buy
22,502
+308
+1% +$107K 0.7% 32
2025
Q1 		$7.78M Buy
22,194
+210
+1% +$71.1K 0.81% 26
2024
Q4 		$6.95M Sell
21,984
-235
-1% -$70.7K 0.72% 29
2024
Q3 		$6.11M Buy
22,219
+75
+0.3% +$20.3K 0.65% 34
2024
Q2 		$5.81M Sell
22,144
-7
-0% -$1.92K 0.65% 35
2024
Q1 		$6.18M Buy
22,151
+561
+3% +$155K 0.74% 31
2023
Q4 		$5.62M Sell
21,590
-640
-3% -$158K 0.74% 35
2023
Q3 		$5.11M Buy
22,230
+95
+0.4% +$22.8K 0.73% 34
2023
Q2 		$5.26M Sell
22,135
-6,098
-22% -$1.4M 0.72% 34
2023
Q1 		$6.37M Buy
28,233
+355
+1% +$79K 0.99% 27
2022
Q4 		$5.79M Buy
+27,878
New +$5.62M 1.05% 27

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Petredis Investment Advisors's V Position: Q2 2026 in Review

Petredis Investment Advisors increased its Visa (V) stake by 0.05% in Q2 2026, buying an estimated $3.85K and bringing the position to 21,946 shares worth $7.53M. The position accounts for 0.51% of the portfolio, ranked #45.

Petredis Investment Advisors first reported a position in V in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.99M in Q2 2025. 930 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Petredis Investment Advisors held 21,946 shares of Visa worth $7.53M as of Q2 2026.
  • Petredis Investment Advisors bought 12 Visa shares in Q2 2026, an estimated $3.85K.
  • Visa made up 0.51% of Petredis Investment Advisors's portfolio in Q2 2026, its #45 holding.
  • Petredis Investment Advisors first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • Petredis Investment Advisors's Visa position peaked at $7.99M in Q2 2025.
  • 930 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Petredis Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.