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RoundAngle Advisors’s Visa V Stock Holding History

RoundAngle 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 		$1.69M Buy
5,586
+120
+2% +$38.6K 1.26% 34
2025
Q4 		$1.92M Buy
5,466
+322
+6% +$110K 1.4% 30
2025
Q3 		$1.76M Buy
5,144
+7
+0.1% +$2.42K 1.36% 34
2025
Q2 		$1.82M Buy
5,137
+81
+2% +$28.2K 1.52% 31
2025
Q1 		$1.77M Buy
5,056
+351
+7% +$119K 1.63% 25
2024
Q4 		$1.49M Buy
+4,705
New +$1.41M 1.42% 29

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

RoundAngle Advisors's V Position: Q1 2026 in Review

RoundAngle Advisors increased its Visa (V) stake by 2.2% in Q1 2026, buying an estimated $38.6K and bringing the position to 5,586 shares worth $1.69M. The position accounts for 1.26% of the portfolio, ranked #34.

RoundAngle Advisors first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.92M in Q4 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • RoundAngle Advisors held 5,586 shares of Visa worth $1.69M as of Q1 2026.
  • RoundAngle Advisors bought 120 Visa shares in Q1 2026, an estimated $38.6K.
  • Visa made up 1.26% of RoundAngle Advisors's portfolio in Q1 2026, its #34 holding.
  • RoundAngle Advisors first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • RoundAngle Advisors's Visa position peaked at $1.92M in Q4 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on RoundAngle Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.