Sanctuary Advisors’s Visa V Stock Holding History

Sanctuary 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	$96.8M	Sell	320,139 -19,849	-6%	-$6.38M	0.52%	32
2025 Q4	$119M	Sell	339,988 -2,049	-0.6%	-$698K	0.65%	24
2025 Q3	$117M	Buy	342,037 +12,651	+4%	+$4.38M	0.67%	22
2025 Q2	$117M	Buy	329,386 +10,972	+3%	+$3.82M	0.72%	20
2025 Q1	$112M	Sell	318,414 -3,033	-0.9%	-$1.03M	0.78%	19
2024 Q4	$110M	Sell	321,447 -2,543	-0.8%	-$765K	0.7%	23
2024 Q3	$100M	Buy	323,990 +5,520	+2%	+$1.49M	0.64%	23
2024 Q2	$87.4M	Buy	+318,470	New	+$87.3M	0.63%	21

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sanctuary Advisors's V Position: Q1 2026 in Review

Sanctuary Advisors reduced its Visa (V) stake by 5.8% in Q1 2026, selling an estimated $6.38M and leaving 320,139 shares worth $96.8M. The position accounts for 0.52% of the portfolio, ranked #32.

Sanctuary Advisors first reported a position in V in Q2 2024 and has held it in 8 quarters since. The position peaked at $119M in Q4 2025. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

Sanctuary Advisors held 320,139 shares of Visa worth $96.8M as of Q1 2026.
Sanctuary Advisors sold 19,849 Visa shares in Q1 2026, an estimated $6.38M.
Visa made up 0.52% of Sanctuary Advisors's portfolio in Q1 2026, its #32 holding.
Sanctuary Advisors first reported a position in Visa in Q2 2024 and has held it in 8 quarters since.
Sanctuary Advisors's Visa position peaked at $119M in Q4 2025.
4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.