South Shore Capital Advisors’s Visa V Stock Holding History

South Shore Capital 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	$3.31M	Sell	10,956 -949	-8%	-$305K	2.42%	9
2025 Q4	$4.18M	Buy	+11,905	New	+$4.06M	3.05%	6
2022 Q3	$1.48M	Buy	8,344 +104	+1%	+$21.2K	3.45%	5
2022 Q2	$1.62M	Buy	8,240 +44	+0.5%	+$9.09K	3.39%	5
2022 Q1	$1.82M	Buy	8,196 +763	+10%	+$165K	2.96%	5
2021 Q4	$1.61M	Buy	7,433 +192	+3%	+$41.2K	2.63%	6
2021 Q3	$1.61M	Buy	7,241 +71	+1%	+$16.6K	2.92%	4
2021 Q2	$1.68M	Sell	7,170 -2,956	-29%	-$676K	2.97%	5
2021 Q1	$2.14M	Sell	10,126 -2,065	-17%	-$435K	2.13%	9
2020 Q4	$2.67M	Buy	+12,191	New	+$2.49M	2.64%	8

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

South Shore Capital Advisors's V Position: Q1 2026 in Review

South Shore Capital Advisors reduced its Visa (V) stake by 8% in Q1 2026, selling an estimated $305K and leaving 10,956 shares worth $3.31M. The position accounts for 2.42% of the portfolio, ranked #9.

South Shore Capital Advisors first reported a position in V in Q4 2020 and has held it in 10 quarters since. The position peaked at $4.18M in Q4 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

South Shore Capital Advisors held 10,956 shares of Visa worth $3.31M as of Q1 2026.
South Shore Capital Advisors sold 949 Visa shares in Q1 2026, an estimated $305K.
Visa made up 2.42% of South Shore Capital Advisors's portfolio in Q1 2026, its #9 holding.
South Shore Capital Advisors first reported a position in Visa in Q4 2020 and has held it in 10 quarters since.
South Shore Capital Advisors's Visa position peaked at $4.18M in Q4 2025.
4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on South Shore Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.