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 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 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

Savvy Advisors Inc's V Position: Q1 2026 in Review

Savvy Advisors Inc increased its Visa (V) stake by 15% in Q1 2026, buying an estimated $1.36M and bringing the position to 33,163 shares worth $10M. The position accounts for 0.27% of the portfolio, ranked #73.

Savvy Advisors Inc first reported a position in V in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.1M in Q4 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

Savvy Advisors Inc held 33,163 shares of Visa worth $10M as of Q1 2026.
Savvy Advisors Inc bought 4,241 Visa shares in Q1 2026, an estimated $1.36M.
Visa made up 0.27% of Savvy Advisors Inc's portfolio in Q1 2026, its #73 holding.
Savvy Advisors Inc first reported a position in Visa in Q4 2023 and has held it in 10 quarters since.
Savvy Advisors Inc's Visa position peaked at $10.1M in Q4 2025.
4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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