SAI
V icon

Savvy Advisors Inc’s Visa V Stock Holding History

Savvy Advisors Inc’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 		$12.9M Buy
37,620
+4,457
+13% +$1.43M 0.27% 71
2026
Q1 		$10M Buy
33,163
+4,241
+15% +$1.36M 0.27% 73
2025
Q4 		$10.1M Buy
28,922
+6,688
+30% +$2.28M 0.33% 58
2025
Q3 		$7.59M Buy
22,234
+3,251
+17% +$1.13M 0.35% 55
2025
Q2 		$6.74M Buy
18,983
+5,642
+42% +$1.97M 0.45% 43
2025
Q1 		$4.68M Buy
13,341
+2,405
+22% +$814K 0.47% 40
2024
Q4 		$3.46M Buy
10,936
+5,699
+109% +$1.71M 0.42% 42
2024
Q3 		$1.44M Buy
5,237
+1,054
+25% +$285K 0.29% 70
2024
Q2 		$1.1M Buy
4,183
+1,211
+41% +$332K 0.36% 64
2024
Q1 		$829K Buy
2,972
+702
+31% +$194K 0.48% 49
2023
Q4 		$591K Buy
+2,270
New +$560K 0.57% 46

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

Savvy Advisors Inc's V Position: Q2 2026 in Review

Savvy Advisors Inc increased its Visa (V) stake by 13% in Q2 2026, buying an estimated $1.43M and bringing the position to 37,620 shares worth $12.9M. The position accounts for 0.27% of the portfolio, ranked #71.

Savvy Advisors Inc first reported a position in V in Q4 2023 and has held it in 11 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Savvy Advisors Inc held 37,620 shares of Visa worth $12.9M as of Q2 2026.
  • Savvy Advisors Inc bought 4,457 Visa shares in Q2 2026, an estimated $1.43M.
  • Visa made up 0.27% of Savvy Advisors Inc's portfolio in Q2 2026, its #71 holding.
  • Savvy Advisors Inc first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.