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Rise Advisors’s Visa V Stock Holding History

Rise 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 		$460K Buy
1,341
+54
+4% +$17.3K 0.13% 57
2026
Q1 		$384K Buy
1,287
+5
+0.4% +$1.61K 0.14% 55
2025
Q4 		$450K Sell
1,282
-65
-5% -$22.1K 0.16% 53
2025
Q3 		$460K Sell
1,347
-1
-0.1% -$346 0.16% 55
2025
Q2 		$479K Buy
1,348
+41
+3% +$14.3K 0.19% 49
2025
Q1 		$458K Buy
1,307
+351
+37% +$119K 0.2% 43
2024
Q4 		$302K Buy
956
+8
+0.8% +$2.41K 0.15% 65
2024
Q3 		$261K Sell
948
-28
-3% -$7.57K 0.12% 73
2024
Q2 		$256K Buy
976
+2
+0.2% +$548 0.14% 77
2024
Q1 		$272K Buy
974
+668
+218% +$184K 0.14% 70
2023
Q4 		$79.6K Sell
306
-2
-0.6% -$493 0.06% 120
2023
Q3 		$70.9K Buy
308
+142
+86% +$34.1K 0.06% 112
2023
Q2 		$39.3K Sell
166
-1
-0.6% -$229 0.03% 170
2023
Q1 		$37.7K Buy
167
+5
+3% +$1.11K 0.03% 180
2022
Q4 		$33.6K Hold
162
– – 0.03% 184
2022
Q3 		$29K Buy
162
+1
+0.6% +$203 0.02% 208
2022
Q2 		$32K Hold
161
– – 0.03% 188
2022
Q1 		$36K Hold
161
– – 0.03% 186
2021
Q4 		$34.8K Buy
+161
New +$34.6K 0.03% 186

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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

Rise Advisors's V Position: Q2 2026 in Review

Rise Advisors increased its Visa (V) stake by 4.2% in Q2 2026, buying an estimated $17.3K and bringing the position to 1,341 shares worth $460K. The position accounts for 0.13% of the portfolio, ranked #57.

Rise Advisors first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $479K in Q2 2025. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Rise Advisors held 1,341 shares of Visa worth $460K as of Q2 2026.
  • Rise Advisors bought 54 Visa shares in Q2 2026, an estimated $17.3K.
  • Visa made up 0.13% of Rise Advisors's portfolio in Q2 2026, its #57 holding.
  • Rise Advisors first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • Rise Advisors's Visa position peaked at $479K in Q2 2025.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.