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
2026 Q2	$3.14M	Buy	+9,146	New	+$2.94M	0.8%	32
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

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

SS&H Financial Advisors's V Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Visa (V) in Q2 2026: 9,146 shares worth $3.14M. The stake represents 0.8% of the portfolio and ranks #32 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in V as recently as Q4 2025.

SS&H Financial Advisors first reported a position in V in Q1 2022 and has held it in 16 quarters since. The position peaked at $3.34M in Q1 2025. 4,570 funds tracked by Wall St. Rank hold V as of Q2 2026.

SS&H Financial Advisors held 9,146 shares of Visa worth $3.14M as of Q2 2026.
Visa was a new SS&H Financial Advisors position in Q2 2026.
Visa made up 0.8% of SS&H Financial Advisors's portfolio in Q2 2026, its #32 holding.
SS&H Financial Advisors first reported a position in Visa in Q1 2022 and has held it in 16 quarters since.
SS&H Financial Advisors's Visa position peaked at $3.34M in Q1 2025.
4,570 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.