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Realta Investment Advisors’s Visa V Stock Holding History

Realta 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 		$777K Sell
2,265
-39
-2% -$12.5K 0.24% 99
2026
Q1 		$697K Sell
2,304
-422
-15% -$136K 0.24% 97
2025
Q4 		$956K Sell
2,726
-13
-0.5% -$4.43K 0.31% 78
2025
Q3 		$935K Sell
2,739
-143
-5% -$49.5K 0.31% 73
2025
Q2 		$1.02M Sell
2,882
-47
-2% -$16.4K 0.4% 61
2025
Q1 		$1.03M Buy
2,929
+254
+9% +$85.9K 0.47% 55
2024
Q4 		$843K Buy
2,675
+884
+49% +$266K 0.35% 63
2024
Q3 		$503K Sell
1,791
-6,014
-77% -$1.63M 0.23% 107
2024
Q2 		$2.05M Sell
7,805
-1,300
-14% -$356K 0.4% 55
2024
Q1 		$2.54M Sell
9,105
-206
-2% -$56.9K 0.52% 36
2023
Q4 		$2.42M Buy
9,311
+580
+7% +$143K 0.55% 30
2023
Q3 		$2.07M Sell
8,731
-174
-2% -$41.8K 0.48% 39
2023
Q2 		$2.11M Sell
8,905
-107
-1% -$24.5K 0.46% 38
2023
Q1 		$2.03M Sell
9,012
-265
-3% -$59K 0.49% 42
2022
Q4 		$1.93M Buy
9,277
+3
+0% +$605 0.47% 44
2022
Q3 		$1.65M Sell
9,274
-380
-4% -$77.3K 0.43% 48
2022
Q2 		$1.92M Sell
9,654
-604
-6% -$125K 0.47% 43
2022
Q1 		$2.27M Sell
10,258
-947
-8% -$205K 0.45% 41
2021
Q4 		$2.43M Sell
11,205
-568
-5% -$122K 0.53% 36
2021
Q3 		$2.62M Buy
11,773
+179
+2% +$42K 0.62% 29
2021
Q2 		$2.71M Buy
11,594
+5
+0% +$1.14K 0.64% 30
2021
Q1 		$2.45M Buy
11,589
+1,466
+14% +$309K 0.65% 31
2020
Q4 		$2.21M Sell
10,123
-367
-3% -$75.1K 0.63% 27
2020
Q3 		$2.1M Buy
10,490
+496
+5% +$99.1K 0.7% 22
2020
Q2 		$1.93M Sell
9,994
-1,213
-11% -$222K 0.64% 28
2020
Q1 		$1.81M Buy
11,207
+582
+5% +$110K 0.78% 23
2019
Q4 		$1.95M Buy
10,625
+1,141
+12% +$206K 0.53% 26
2019
Q3 		$1.63M Buy
9,484
+552
+6% +$98.3K 0.44% 37
2019
Q2 		$1.54M Buy
8,932
+3,408
+62% +$558K 0.43% 37
2019
Q1 		$865K Buy
+5,524
New +$796K 0.39% 62

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

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

Realta Investment Advisors reduced its Visa (V) stake by 1.7% in Q2 2026, selling an estimated $12.5K and leaving 2,265 shares worth $777K. The position accounts for 0.24% of the portfolio, ranked #99.

Realta Investment Advisors first reported a position in V in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.71M in Q2 2021. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Realta Investment Advisors held 2,265 shares of Visa worth $777K as of Q2 2026.
  • Realta Investment Advisors sold 39 Visa shares in Q2 2026, an estimated $12.5K.
  • Visa made up 0.24% of Realta Investment Advisors's portfolio in Q2 2026, its #99 holding.
  • Realta Investment Advisors first reported a position in Visa in Q1 2019 and has held it in 30 quarters since.
  • Realta Investment Advisors's Visa position peaked at $2.71M in Q2 2021.
  • 2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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