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Safeguard Investment Advisory Group’s Visa V Stock Holding History

Safeguard Investment Advisory Group’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 		$844K Sell
2,791
-195
-7% -$62.7K 0.23% 49
2025
Q4 		$1.05M Sell
2,986
-39
-1% -$13.3K 0.27% 39
2025
Q3 		$1.03M Buy
3,025
+6
+0.2% +$2.08K 0.26% 40
2025
Q2 		$1.07M Sell
3,019
-539
-15% -$188K 0.27% 41
2025
Q1 		$1.25M Buy
3,558
+349
+11% +$118K 0.34% 34
2024
Q4 		$1.01M Buy
3,209
+67
+2% +$20.1K 0.28% 38
2024
Q3 		$864K Buy
3,142
+359
+13% +$97.1K 0.25% 40
2024
Q2 		$730K Sell
2,783
-311
-10% -$85.2K 0.23% 43
2024
Q1 		$863K Sell
3,094
-100
-3% -$27.6K 0.29% 38
2023
Q4 		$832K Buy
3,194
+198
+7% +$48.8K 0.31% 38
2023
Q3 		$689K Sell
2,996
-117
-4% -$28.1K 0.3% 39
2023
Q2 		$739K Buy
3,113
+202
+7% +$46.2K 0.31% 39
2023
Q1 		$656K Sell
2,911
-76
-3% -$16.9K 0.32% 39
2022
Q4 		$621K Buy
2,987
+29
+1% +$5.85K 0.38% 42
2022
Q3 		$525K Buy
2,958
+295
+11% +$60K 0.36% 43
2022
Q2 		$590K Hold
2,663
– – 0.36% 45
2022
Q1 		$590K Buy
2,663
+381
+17% +$82.4K 0.4% 39
2021
Q4 		$494K Sell
2,282
-20
-0.9% -$4.29K 0.29% 50
2021
Q3 		$512K Buy
2,302
+216
+10% +$50.7K 0.33% 46
2021
Q2 		$487K Buy
2,086
+66
+3% +$15.1K 0.35% 49
2021
Q1 		$427K Sell
2,020
-119
-6% -$25K 0.38% 48
2020
Q4 		$468K Buy
+2,139
New +$438K 0.41% 43

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

Safeguard Investment Advisory Group's V Position: Q1 2026 in Review

Safeguard Investment Advisory Group reduced its Visa (V) stake by 6.5% in Q1 2026, selling an estimated $62.7K and leaving 2,791 shares worth $844K. The position accounts for 0.23% of the portfolio, ranked #49.

Safeguard Investment Advisory Group first reported a position in V in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.25M in Q1 2025. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Safeguard Investment Advisory Group held 2,791 shares of Visa worth $844K as of Q1 2026.
  • Safeguard Investment Advisory Group sold 195 Visa shares in Q1 2026, an estimated $62.7K.
  • Visa made up 0.23% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #49 holding.
  • Safeguard Investment Advisory Group first reported a position in Visa in Q4 2020 and has held it in 22 quarters since.
  • Safeguard Investment Advisory Group's Visa position peaked at $1.25M in Q1 2025.
  • 4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.