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Prism Advisors’s Visa V Stock Holding History

Prism 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 		– Sell
-1,002
Closed -$351K – 83
2025
Q4 		$351K Sell
1,002
-300
-23% -$102K 0.09% 61
2025
Q3 		$444K Hold
1,302
– – 0.12% 62
2025
Q2 		$462K Hold
1,302
– – 0.13% 59
2025
Q1 		$456K Hold
1,302
– – 0.14% 49
2024
Q4 		$411K Hold
1,302
– – 0.12% 51
2024
Q3 		$358K Hold
1,302
– – 0.1% 55
2024
Q2 		$242K Hold
1,302
– – 0.07% 58
2024
Q1 		$363K Hold
1,302
– – 0.11% 51
2023
Q4 		$339K Buy
1,302
+300
+30% +$73.9K 0.11% 55
2023
Q3 		$240K Hold
1,002
– – 0.08% 55
2023
Q2 		$238K Buy
1,002
+48
+5% +$11K 0.08% 46
2023
Q1 		$215K Buy
+954
New +$212K 0.07% 46
2022
Q2 		– Sell
-954
Closed -$212K – 57
2022
Q1 		$212K Hold
954
– – 0.07% 51
2021
Q4 		$207K Hold
954
– – 0.07% 54
2021
Q3 		$213K Buy
+954
New +$224K 0.08% 48

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
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

Prism Advisors's V Position: Q1 2026 in Review

Prism Advisors sold out of Visa (V) in Q1 2026, closing a stake of 1,002 shares — an estimated $351K sold.

Prism Advisors first reported a position in V in Q3 2021 and held it in 15 quarters. The position peaked at $462K in Q2 2025. 4,468 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Prism Advisors reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
  • Prism Advisors sold 1,002 Visa shares in Q1 2026, an estimated $351K.
  • Prism Advisors first reported a position in Visa in Q3 2021 and held it in 15 quarters.
  • Prism Advisors's Visa position peaked at $462K in Q2 2025.
  • 4,468 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Prism Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.