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 Q2	$3.71M	Sell	10,824 -132	-1%	-$42.4K	2.49%	8
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

South Shore Capital Advisors's V Position: Q2 2026 in Review

South Shore Capital Advisors reduced its Visa (V) stake by 1.2% in Q2 2026, selling an estimated $42.4K and leaving 10,824 shares worth $3.71M. The position accounts for 2.49% of the portfolio, ranked #8.

South Shore Capital Advisors first reported a position in V in Q4 2020 and has held it in 11 quarters since. The position peaked at $4.18M in Q4 2025. 4,577 funds tracked by Wall St. Rank hold V as of Q2 2026.

South Shore Capital Advisors held 10,824 shares of Visa worth $3.71M as of Q2 2026.
South Shore Capital Advisors sold 132 Visa shares in Q2 2026, an estimated $42.4K.
Visa made up 2.49% of South Shore Capital Advisors's portfolio in Q2 2026, its #8 holding.
South Shore Capital Advisors first reported a position in Visa in Q4 2020 and has held it in 11 quarters since.
South Shore Capital Advisors's Visa position peaked at $4.18M in Q4 2025.
4,577 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on South Shore Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.