Seven Mile Advisory’s Visa V Stock Holding History

Seven Mile Advisory’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	$937K	Sell	3,101 -1,785	-37%	-$574K	0.68%	22
2025 Q4	$1.71M	Sell	4,886 -1,827	-27%	-$622K	0.29%	50
2025 Q3	$2.29M	Buy	6,713 +1,918	+40%	+$664K	0.37%	46
2025 Q2	$1.7M	Sell	4,795 -72	-1%	-$25.1K	1.02%	16
2025 Q1	$1.71M	Buy	4,867 +136	+3%	+$46K	1.14%	15
2024 Q4	$1.5M	Buy	4,731 +396	+9%	+$119K	0.95%	17
2024 Q3	$1.19M	Buy	4,335 +301	+7%	+$81.4K	0.79%	22
2024 Q2	$1.06M	Buy	4,034 +27	+0.7%	+$7.4K	0.78%	21
2024 Q1	$1.12M	Buy	4,007 +69	+2%	+$19.1K	0.85%	23
2023 Q4	$1.03M	Buy	3,938 +367	+10%	+$90.5K	0.89%	22
2023 Q3	$821K	Buy	3,571 +64	+2%	+$15.4K	0.86%	24
2023 Q2	$833K	Buy	+3,507	New	+$803K	0.97%	22

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

Seven Mile Advisory's V Position: Q1 2026 in Review

Seven Mile Advisory reduced its Visa (V) stake by 37% in Q1 2026, selling an estimated $574K and leaving 3,101 shares worth $937K. The position accounts for 0.68% of the portfolio, ranked #22.

Seven Mile Advisory first reported a position in V in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.29M in Q3 2025. 4,449 funds tracked by Wall St. Rank hold V as of Q1 2026.

Seven Mile Advisory held 3,101 shares of Visa worth $937K as of Q1 2026.
Seven Mile Advisory sold 1,785 Visa shares in Q1 2026, an estimated $574K.
Visa made up 0.68% of Seven Mile Advisory's portfolio in Q1 2026, its #22 holding.
Seven Mile Advisory first reported a position in Visa in Q2 2023 and has held it in 12 quarters since.
Seven Mile Advisory's Visa position peaked at $2.29M in Q3 2025.
4,449 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.