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Soltis Investment Advisors’s Visa V Stock Holding History

Soltis Investment 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
Q1 		$4.13M Sell
13,664
-6,484
-32% -$2.08M 0.26% 100
2025
Q4 		$7.07M Buy
20,148
+1,052
+6% +$358K 0.47% 54
2025
Q3 		$6.52M Buy
19,096
+351
+2% +$121K 0.45% 57
2025
Q2 		$6.66M Buy
18,745
+1,135
+6% +$396K 0.52% 47
2025
Q1 		$6.17M Sell
17,610
-1,555
-8% -$526K 0.55% 45
2024
Q4 		$6.06M Sell
19,165
-3,545
-16% -$1.07M 0.56% 44
2024
Q3 		$6.24M Buy
22,710
+20,189
+801% +$5.46M 0.61% 45
2024
Q2 		$662K Sell
2,521
-11,358
-82% -$3.11M 0.07% 180
2024
Q1 		$3.87M Buy
13,879
+1,603
+13% +$443K 0.43% 75
2023
Q4 		$3.2M Buy
12,276
+10,443
+570% +$2.57M 0.36% 85
2023
Q3 		$422K Buy
1,833
+113
+7% +$27.2K 0.05% 182
2023
Q2 		$408K Buy
1,720
+50
+3% +$11.4K 0.05% 186
2023
Q1 		$377K Sell
1,670
-10,897
-87% -$2.43M 0.05% 188
2022
Q4 		$2.61M Buy
12,567
+5,257
+72% +$1.06M 0.34% 82
2022
Q3 		$1.3M Buy
7,310
+6,137
+523% +$1.25M 0.2% 113
2022
Q2 		$231K Buy
1,173
+248
+27% +$51.3K 0.03% 213
2022
Q1 		$205K Buy
+925
New +$200K 0.03% 241

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Soltis Investment Advisors's V Position: Q1 2026 in Review

Soltis Investment Advisors reduced its Visa (V) stake by 32% in Q1 2026, selling an estimated $2.08M and leaving 13,664 shares worth $4.13M. The position accounts for 0.26% of the portfolio, ranked #100.

Soltis Investment Advisors first reported a position in V in Q1 2022 and has held it in 17 quarters since. The position peaked at $7.07M in Q4 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Soltis Investment Advisors held 13,664 shares of Visa worth $4.13M as of Q1 2026.
  • Soltis Investment Advisors sold 6,484 Visa shares in Q1 2026, an estimated $2.08M.
  • Visa made up 0.26% of Soltis Investment Advisors's portfolio in Q1 2026, its #100 holding.
  • Soltis Investment Advisors first reported a position in Visa in Q1 2022 and has held it in 17 quarters since.
  • Soltis Investment Advisors's Visa position peaked at $7.07M in Q4 2025.
  • 4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.