SMA
V icon

Sage Mountain Advisors’s Visa V Stock Holding History

Sage Mountain 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 		$964K Sell
3,190
-13,359
-81% -$4.3M 0.07% 96
2025
Q4 		$5.8M Sell
16,549
-1,057
-6% -$360K 0.31% 49
2025
Q3 		$6.01M Buy
17,606
+2,957
+20% +$1.02M 0.34% 41
2025
Q2 		$5.2M Buy
14,649
+933
+7% +$325K 0.34% 42
2025
Q1 		$4.81M Buy
13,716
+338
+3% +$114K 0.35% 39
2024
Q4 		$4.23M Buy
13,378
+339
+3% +$102K 0.31% 43
2024
Q3 		$3.59M Buy
13,039
+543
+4% +$147K 0.31% 42
2024
Q2 		$3.28M Buy
12,496
+1,052
+9% +$288K 0.3% 43
2024
Q1 		$3.19M Buy
11,444
+722
+7% +$199K 0.33% 41
2023
Q4 		$2.79M Buy
10,722
+788
+8% +$194K 0.32% 45
2023
Q3 		$2.28M Buy
9,934
+660
+7% +$159K 0.31% 43
2023
Q2 		$2.2M Buy
9,274
+5
+0.1% +$1.14K 0.31% 45
2023
Q1 		$2.09M Buy
9,269
+2,868
+45% +$638K 0.34% 40
2022
Q4 		$1.33M Sell
6,401
-116
-2% -$23.4K 0.3% 34
2022
Q3 		$1.16M Sell
6,517
-699
-10% -$142K 0.31% 31
2022
Q2 		$1.42M Buy
7,216
+333
+5% +$68.8K 0.25% 57
2022
Q1 		$1.53M Sell
6,883
-27
-0.4% -$5.84K 0.24% 57
2021
Q4 		$1.5M Buy
6,910
+338
+5% +$72.6K 0.18% 87
2021
Q3 		$1.46M Buy
6,572
+279
+4% +$65.4K 0.21% 83
2021
Q2 		$1.47M Buy
6,293
+747
+13% +$171K 0.24% 69
2021
Q1 		$1.17M Buy
5,546
+427
+8% +$89.9K 0.25% 61
2020
Q4 		$1.12M Buy
+5,119
New +$1.05M 0.37% 39

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

Sage Mountain Advisors's V Position: Q1 2026 in Review

Sage Mountain Advisors reduced its Visa (V) stake by 81% in Q1 2026, selling an estimated $4.3M and leaving 3,190 shares worth $964K. The position accounts for 0.07% of the portfolio, ranked #96.

Sage Mountain Advisors first reported a position in V in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.01M in Q3 2025. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Sage Mountain Advisors held 3,190 shares of Visa worth $964K as of Q1 2026.
  • Sage Mountain Advisors sold 13,359 Visa shares in Q1 2026, an estimated $4.3M.
  • Visa made up 0.07% of Sage Mountain Advisors's portfolio in Q1 2026, its #96 holding.
  • Sage Mountain Advisors first reported a position in Visa in Q4 2020 and has held it in 22 quarters since.
  • Sage Mountain Advisors's Visa position peaked at $6.01M in Q3 2025.
  • 4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.