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Sandy Cove Advisors’s Visa V Stock Holding History

Sandy Cove 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
Q2 		$849K Buy
2,475
+328
+15% +$105K 0.21% 62
2026
Q1 		$649K Sell
2,147
-70
-3% -$22.5K 0.19% 72
2025
Q4 		$777K Buy
2,217
+16
+0.7% +$5.45K 0.23% 57
2025
Q3 		$751K Buy
2,201
+25
+1% +$8.65K 0.24% 59
2025
Q2 		$773K Buy
2,176
+27
+1% +$9.41K 0.28% 56
2025
Q1 		$753K Buy
2,149
+165
+8% +$55.8K 0.3% 52
2024
Q4 		$627K Buy
1,984
+288
+17% +$86.6K 0.25% 59
2024
Q3 		$466K Buy
1,696
+8
+0.5% +$2.16K 0.19% 71
2024
Q2 		$443K Sell
1,688
-499
-23% -$137K 0.2% 72
2024
Q1 		$610K Buy
2,187
+216
+11% +$59.6K 0.28% 56
2023
Q4 		$513K Buy
1,971
+304
+18% +$74.9K 0.26% 60
2023
Q3 		$383K Buy
1,667
+2
+0.1% +$481 0.22% 77
2023
Q2 		$395K Buy
+1,665
New +$381K 0.23% 77
2022
Q2 		– Sell
-352
Closed -$78K – 370
2022
Q1 		$78K Buy
352
+69
+24% +$14.9K 0.06% 151
2021
Q4 		$61K Buy
+283
New +$60.8K 0.05% 172

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sandy Cove Advisors's V Position: Q2 2026 in Review

Sandy Cove Advisors increased its Visa (V) stake by 15% in Q2 2026, buying an estimated $105K and bringing the position to 2,475 shares worth $849K. The position accounts for 0.21% of the portfolio, ranked #62.

Sandy Cove Advisors first reported a position in V in Q4 2021 and has held it in 15 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Sandy Cove Advisors held 2,475 shares of Visa worth $849K as of Q2 2026.
  • Sandy Cove Advisors bought 328 Visa shares in Q2 2026, an estimated $105K.
  • Visa made up 0.21% of Sandy Cove Advisors's portfolio in Q2 2026, its #62 holding.
  • Sandy Cove Advisors first reported a position in Visa in Q4 2021 and has held it in 15 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.