Ritter Daniher Financial Advisory’s Visa V Stock Holding History

Ritter Daniher Financial Advisory’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	4,037 -154	-4%	-$49.4K	0.21%	57
2026 Q1	$1.27M	Buy	4,191 +5	+0.1%	+$1.61K	0.21%	60
2025 Q4	$1.47M	Sell	4,186 -112	-3%	-$38.2K	0.25%	50
2025 Q3	$1.47M	Buy	4,298 +3,768	+711%	+$1.3M	0.26%	49
2025 Q2	$188K	Buy	530 +66	+14%	+$23K	0.05%	95
2025 Q1	$163K	Hold	464	–	–	0.04%	96
2024 Q4	$147K	Buy	464 +200	+76%	+$60.1K	0.04%	96
2024 Q3	$72.6K	Hold	264	–	–	0.02%	128
2024 Q2	$69.3K	Buy	264 +85	+47%	+$23.3K	0.02%	125
2024 Q1	$50K	Hold	179	–	–	0.02%	146
2023 Q4	$46.6K	Hold	179	–	–	0.02%	155
2023 Q3	$41.2K	Hold	179	–	–	0.02%	157
2023 Q2	$42.5K	Hold	179	–	–	0.02%	145
2023 Q1	$40.4K	Hold	179	–	–	0.02%	149
2022 Q4	$37.2K	Hold	179	–	–	0.02%	160
2022 Q3	$32K	Hold	179	–	–	0.02%	135
2022 Q2	$35K	Hold	179	–	–	0.02%	126
2022 Q1	$40K	Hold	179	–	–	0.03%	122
2021 Q4	$39K	Sell	179 -445	-71%	-$95.5K	0.03%	119
2021 Q3	$139K	Buy	624 +550	+743%	+$129K	0.1%	70
2021 Q2	$17K	Hold	74	–	–	0.01%	137
2021 Q1	$16K	Hold	74	–	–	0.01%	129
2020 Q4	$16K	Buy	+74	New	+$15.1K	0.01%	126

Other funds holding V

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Ritter Daniher Financial Advisory's V Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Visa (V) stake by 3.7% in Q2 2026, selling an estimated $49.4K and leaving 4,037 shares worth $1.39M. The position accounts for 0.21% of the portfolio, ranked #57.

Ritter Daniher Financial Advisory first reported a position in V in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.47M in Q4 2025. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

Ritter Daniher Financial Advisory held 4,037 shares of Visa worth $1.39M as of Q2 2026.
Ritter Daniher Financial Advisory sold 154 Visa shares in Q2 2026, an estimated $49.4K.
Visa made up 0.21% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #57 holding.
Ritter Daniher Financial Advisory first reported a position in Visa in Q4 2020 and has held it in 23 quarters since.
Ritter Daniher Financial Advisory's Visa position peaked at $1.47M in Q4 2025.
2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.