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Scarborough Advisors’s Visa V Stock Holding History

Scarborough 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 		$421K Sell
1,304
-56
-4% -$18K 0.05% 109
2026
Q1 		$411K Buy
1,360
+11
+0.8% +$3.54K 0.05% 110
2025
Q4 		$473K Buy
1,349
+65
+5% +$22.1K 0.08% 66
2025
Q3 		$438K Buy
1,284
+51
+4% +$17.7K 0.08% 65
2025
Q2 		$438K Buy
1,233
+47
+4% +$16.4K 0.09% 63
2025
Q1 		$416K Buy
1,186
+4
+0.3% +$1.35K 0.06% 90
2024
Q4 		$373K Buy
1,182
+158
+15% +$47.5K 0.05% 93
2024
Q3 		$281K Buy
1,024
+25
+3% +$6.76K 0.05% 77
2024
Q2 		$262K Buy
999
+34
+4% +$9.32K 0.11% 46
2024
Q1 		$269K Buy
965
+39
+4% +$10.8K 0.12% 44
2023
Q4 		$241K Buy
926
+45
+5% +$11.1K 0.05% 71
2023
Q3 		$203K Buy
+881
New +$212K 0.05% 69

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

Scarborough Advisors's V Position: Q2 2026 in Review

Scarborough Advisors reduced its Visa (V) stake by 4.1% in Q2 2026, selling an estimated $18K and leaving 1,304 shares worth $421K. The position accounts for 0.05% of the portfolio, ranked #109.

Scarborough Advisors first reported a position in V in Q3 2023 and has held it in 12 quarters since. The position peaked at $473K in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Scarborough Advisors held 1,304 shares of Visa worth $421K as of Q2 2026.
  • Scarborough Advisors sold 56 Visa shares in Q2 2026, an estimated $18K.
  • Visa made up 0.05% of Scarborough Advisors's portfolio in Q2 2026, its #109 holding.
  • Scarborough Advisors first reported a position in Visa in Q3 2023 and has held it in 12 quarters since.
  • Scarborough Advisors's Visa position peaked at $473K in Q4 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.