SS&H Financial Advisors’s Visa V Stock Holding History

SS&H Financial 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
2025 Q4	$3.24M	Hold	9,246	–	–	0.95%	29
2025 Q3	$3.16M	Hold	9,246	–	–	0.96%	28
2025 Q2	$3.28M	Sell	9,246 -295	-3%	-$103K	1.1%	23
2025 Q1	$3.34M	Buy	9,541 +1	+0%	+$338	1.25%	19
2024 Q4	$3.02M	Buy	9,540 +146	+2%	+$43.9K	1.1%	23
2024 Q3	$2.58M	Buy	9,394 +174	+2%	+$47K	0.94%	31
2024 Q2	$2.42M	Hold	9,220	–	–	0.94%	29
2024 Q1	$2.57M	Sell	9,220 -905	-9%	-$250K	1.07%	27
2023 Q4	$2.64M	Hold	10,125	–	–	1.12%	23
2023 Q3	$2.33M	Buy	+10,125	New	+$2.43M	1.09%	25
2023 Q1	$2.34M	Sell	10,375 -490	-5%	-$109K	1.07%	25
2022 Q4	$2.26M	Buy	10,865 +1	+0%	+$202	1.07%	25
2022 Q3	$1.93M	Sell	10,864 -150	-1%	-$30.5K	1%	29
2022 Q2	$2.17M	Sell	11,014 -287	-3%	-$59.3K	1%	26
2022 Q1	$2.51M	Buy	+11,301	New	+$2.44M	0.98%	31

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SS&H Financial Advisors's V Position: Q4 2025 in Review

SS&H Financial Advisors held its Visa (V) position steady in Q4 2025 at 9,246 shares worth $3.24M. The position accounts for 0.95% of the portfolio, ranked #29.

SS&H Financial Advisors first reported a position in V in Q1 2022 and has held it in 15 quarters since. The position peaked at $3.34M in Q1 2025. 4,590 funds tracked by Wall St. Rank hold V as of Q4 2025.

SS&H Financial Advisors held 9,246 shares of Visa worth $3.24M as of Q4 2025.
SS&H Financial Advisors left its Visa share count unchanged in Q4 2025.
Visa made up 0.95% of SS&H Financial Advisors's portfolio in Q4 2025, its #29 holding.
SS&H Financial Advisors first reported a position in Visa in Q1 2022 and has held it in 15 quarters since.
SS&H Financial Advisors's Visa position peaked at $3.34M in Q1 2025.
4,590 funds tracked by Wall St. Rank held Visa as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.