Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$798K Buy
2,327
+13
+0.6% +$4.17K 0.17% 89
2026
Q1
$699K Buy
2,314
+6
+0.3% +$1.93K 0.16% 82
2025
Q4
$810K Buy
2,308
+80
+4% +$27.3K 0.19% 76
2025
Q3
$761K Sell
2,228
-356
-14% -$123K 0.18% 77
2025
Q2
$917K Buy
2,584
+85
+3% +$29.6K 0.23% 75
2025
Q1
$876K Buy
2,499
+46
+2% +$15.6K 0.23% 73
2024
Q4
$775K Buy
2,453
+1
+0% +$301 0.2% 76
2024
Q3
$674K Sell
2,452
-6
-0.2% -$1.62K 0.18% 83
2024
Q2
$645K Sell
2,458
-14,002
-85% -$3.84M 0.19% 76
2024
Q1
$4.59M Sell
16,460
-14,768
-47% -$4.08M 1.33% 25
2023
Q4
$8.13M Buy
31,228
+119
+0.4% +$29.3K 2.63% 6
2023
Q3
$7.16M Buy
31,109
+250
+0.8% +$60.1K 2.63% 7
2023
Q2
$7.33M Buy
30,859
+14
+0% +$3.2K 2.57% 6
2023
Q1
$6.95M Buy
30,845
+3,974
+15% +$885K 2.65% 5
2022
Q4
$5.58M Sell
26,871
-34
-0.1% -$6.86K 2.46% 8
2022
Q3
$4.78M Sell
26,905
-31
-0.1% -$6.31K 2.44% 10
2022
Q2
$5.3M Buy
26,936
+43
+0.2% +$8.89K 2.53% 9
2022
Q1
$5.83M Buy
26,893
+82
+0.3% +$17.7K 2.37% 9
2021
Q4
$5.76M Buy
26,811
+24,900
+1,303% +$5.35M 2.18% 11
2021
Q3
$426K Buy
1,911
+28
+1% +$6.57K 0.18% 75
2021
Q2
$459K Buy
1,883
+36
+2% +$8.23K 0.19% 74
2021
Q1
$391K Sell
1,847
-19
-1% -$4K 0.18% 78
2020
Q4
$390K Sell
1,866
-51
-3% -$10.4K 0.19% 76
2020
Q3
$383K Buy
1,917
+17
+0.9% +$3.4K 0.23% 67
2020
Q2
$367K Buy
1,900
+27
+1% +$4.93K 0.24% 69
2020
Q1
$302K Buy
1,873
+115
+7% +$21.7K 0.25% 66
2019
Q4
$330K Buy
1,758
+37
+2% +$6.67K 0.21% 73
2019
Q3
$296K Hold
1,721
0.22% 71
2019
Q2
$311K Hold
1,721
0.22% 72
2019
Q1
$269K Sell
1,721
-249
-13% -$35.9K 0.17% 77
2018
Q4
$260K Sell
1,970
-15,509
-89% -$2.14M 0.2% 72
2018
Q3
$2.62M Buy
17,479
+5,174
+42% +$736K 1.64% 24
2018
Q2
$1.63M Buy
12,305
+91
+0.7% +$11.7K 1.14% 30
2018
Q1
$1.46M Sell
12,214
-12
-0.1% -$1.45K 1.03% 32
2017
Q4
$1.39M Buy
12,226
+4,196
+52% +$463K 0.9% 35
2017
Q3
$845K Buy
8,030
+73
+0.9% +$7.4K 0.59% 48
2017
Q2
$746K Buy
+7,957
New +$738K 0.55% 48

Other funds holding V

Sage Capital Advisors's V Position: Q2 2026 in Review

Sage Capital Advisors increased its Visa (V) stake by 0.56% in Q2 2026, buying an estimated $4.17K and bringing the position to 2,327 shares worth $798K. The position accounts for 0.17% of the portfolio, ranked #89.

Sage Capital Advisors first reported a position in V in Q2 2017 and has held it in 37 quarters since. The position peaked at $8.13M in Q4 2023. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Sage Capital Advisors held 2,327 shares of Visa worth $798K as of Q2 2026.
  • Sage Capital Advisors bought 13 Visa shares in Q2 2026, an estimated $4.17K.
  • Visa made up 0.17% of Sage Capital Advisors's portfolio in Q2 2026, its #89 holding.
  • Sage Capital Advisors first reported a position in Visa in Q2 2017 and has held it in 37 quarters since.
  • Sage Capital Advisors's Visa position peaked at $8.13M in Q4 2023.
  • 1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.