Quantum Financial Advisors’s Visa V Stock Holding History

Quantum Financial 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	$1.39M	Sell	4,051 -38	-0.9%	-$12.2K	0.14%	69
2026 Q1	$1.24M	Sell	4,089 -199	-5%	-$64K	0.14%	61
2025 Q4	$1.5M	Buy	4,288 +1,264	+42%	+$431K	0.17%	61
2025 Q3	$1.03M	Hold	3,024	–	–	0.13%	70
2025 Q2	$1.07M	Sell	3,024 -966	-24%	-$337K	0.15%	68
2025 Q1	$1.4M	Hold	3,990	–	–	0.21%	59
2024 Q4	$1.26M	Buy	3,990 +88	+2%	+$26.5K	0.19%	59
2024 Q3	$1.07M	Hold	3,902	–	–	0.17%	61
2024 Q2	$1.02M	Hold	3,902	–	–	0.18%	61
2024 Q1	$1.09M	Sell	3,902 -28	-0.7%	-$7.73K	0.2%	59
2023 Q4	$1.02M	Sell	3,930 -569	-13%	-$140K	0.25%	30
2023 Q3	$1.03M	Buy	4,499 +1,739	+63%	+$418K	0.3%	27
2023 Q2	$655K	Hold	2,760	–	–	0.19%	32
2023 Q1	$622K	Sell	2,760 -4	-0.1%	-$890	0.2%	32
2022 Q4	$574K	Hold	2,764	–	–	0.26%	30
2022 Q3	$491K	Hold	2,764	–	–	0.22%	32
2022 Q2	$586K	Buy	+2,764	New	+$571K	0.22%	29

Other funds holding V

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Quantum Financial Advisors's V Position: Q2 2026 in Review

Quantum Financial Advisors reduced its Visa (V) stake by 0.93% in Q2 2026, selling an estimated $12.2K and leaving 4,051 shares worth $1.39M. The position accounts for 0.14% of the portfolio, ranked #69.

Quantum Financial Advisors first reported a position in V in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.5M in Q4 2025. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

Quantum Financial Advisors held 4,051 shares of Visa worth $1.39M as of Q2 2026.
Quantum Financial Advisors sold 38 Visa shares in Q2 2026, an estimated $12.2K.
Visa made up 0.14% of Quantum Financial Advisors's portfolio in Q2 2026, its #69 holding.
Quantum Financial Advisors first reported a position in Visa in Q2 2022 and has held it in 17 quarters since.
Quantum Financial Advisors's Visa position peaked at $1.5M in Q4 2025.
825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.