SA
V icon

Strategic Advisors’s Visa V Stock Holding History

Strategic 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 		$11.6M Buy
33,801
+75
+0.2% +$24.1K 2.54% 9
2026
Q1 		$10.2M Sell
33,726
-146
-0.4% -$46.9K 1.69% 10
2025
Q4 		$11.9M Buy
33,872
+245
+0.7% +$83.5K 1.86% 10
2025
Q3 		$11.5M Buy
33,627
+1,032
+3% +$357K 1.84% 10
2025
Q2 		$11.6M Sell
32,595
-2,183
-6% -$761K 2.28% 8
2025
Q1 		$12.2M Sell
34,778
-2,684
-7% -$908K 2.35% 9
2024
Q4 		$11.8M Buy
37,462
+3,217
+9% +$967K 2.14% 9
2024
Q3 		$9.42M Sell
34,245
-52
-0.2% -$14.1K 1.76% 10
2024
Q2 		$9M Sell
34,297
-3,222
-9% -$883K 1.75% 11
2024
Q1 		$10.5M Sell
37,519
-1,002
-3% -$277K 2.07% 10
2023
Q4 		$10M Sell
38,521
-2,360
-6% -$582K 1.9% 12
2023
Q3 		$9.4M Buy
40,881
+889
+2% +$214K 1.85% 14
2023
Q2 		$9.5M Sell
39,992
-1,122
-3% -$257K 1.81% 14
2023
Q1 		$9.27M Sell
41,114
-69
-0.2% -$15.4K 1.88% 13
2022
Q4 		$8.56M Sell
41,183
-725
-2% -$146K 1.91% 13
2022
Q3 		$7.44M Buy
41,908
+529
+1% +$108K 1.65% 14
2022
Q2 		$8.15M Sell
41,379
-925
-2% -$191K 1.7% 14
2022
Q1 		$9.38M Sell
42,304
-1,127
-3% -$244K 1.63% 13
2021
Q4 		$9.41M Buy
43,431
+1,595
+4% +$342K 1.34% 14
2021
Q3 		$9.32M Buy
41,836
+1,175
+3% +$276K 2.01% 11
2021
Q2 		$9.51M Buy
40,661
+653
+2% +$149K 2.47% 8
2021
Q1 		$8.47M Buy
40,008
+137
+0.3% +$28.8K 2.46% 8
2020
Q4 		$8.52M Sell
39,871
-989
-2% -$202K 2.46% 8
2020
Q3 		$8.32M Sell
40,860
-4,359
-10% -$871K 2.79% 7
2020
Q2 		$8.99M Buy
45,219
+703
+2% +$128K 3.35% 6
2020
Q1 		$7.79M Sell
44,516
-202
-0.5% -$38.1K 3.39% 5
2019
Q4 		$8.4M Buy
44,718
+147
+0.3% +$26.5K 2.93% 6
2019
Q3 		$7.67M Sell
44,571
-647
-1% -$115K 2.88% 6
2019
Q2 		$7.85M Buy
45,218
+1,323
+3% +$217K 2.99% 5
2019
Q1 		$6.86M Buy
43,895
+656
+2% +$94.5K 2.65% 6
2018
Q4 		$5.71M Sell
43,239
-485
-1% -$67K 2.49% 9
2018
Q3 		$6.56M Sell
43,724
-1,253
-3% -$178K 2.4% 9
2018
Q2 		$5.96M Sell
44,977
-351
-0.8% -$45.2K 2.39% 10
2018
Q1 		$5.42M Buy
45,328
+2,731
+6% +$331K 2.24% 10
2017
Q4 		$4.86M Buy
42,597
+5
+0% +$552 1.99% 14
2017
Q3 		$4.48M Sell
42,592
-547
-1% -$55.5K 1.94% 10
2017
Q2 		$4.05M Buy
43,139
+190
+0.4% +$17.6K 1.85% 14
2017
Q1 		$3.82M Buy
42,949
+7,024
+20% +$604K 1.8% 13
2016
Q4 		$2.8M Buy
35,925
+281
+0.8% +$22.6K 1.47% 19
2016
Q3 		$2.95M Buy
35,644
+5
+0% +$400 1.65% 13
2016
Q2 		$2.64M Buy
35,639
+1,691
+5% +$132K 1.52% 17
2016
Q1 		$2.6M Buy
33,948
+1,794
+6% +$130K 1.48% 19
2015
Q4 		$2.49M Sell
32,154
-77
-0.2% -$5.96K 1.63% 16
2015
Q3 		$2.25M Buy
32,231
+1
+0% +$71 1.56% 19
2015
Q2 		$2.16M Buy
32,230
+29,610
+1,130% +$2.01M 1.38% 22
2015
Q1 		$552K Sell
2,620
-7,780
-75% -$514K 0.35% 85
2014
Q4 		$682K Sell
10,400
-80
-0.8% -$4.82K 0.44% 76
2014
Q3 		$559K Hold
10,480
– – 0.37% 83
2014
Q2 		$552K Hold
10,480
– – 0.35% 85
2014
Q1 		$566K Buy
10,480
+800
+8% +$44.5K 0.38% 84
2013
Q4 		$539K Buy
9,680
+80
+0.8% +$4.03K 0.37% 88
2013
Q3 		$459K Buy
9,600
+2,000
+26% +$92.4K 0.38% 82
2013
Q2 		$352K Buy
+7,600
New +$333K 0.31% 91

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Strategic Advisors's V Position: Q2 2026 in Review

Strategic Advisors increased its Visa (V) stake by 0.22% in Q2 2026, buying an estimated $24.1K and bringing the position to 33,801 shares worth $11.6M. The position accounts for 2.54% of the portfolio, ranked #9.

Strategic Advisors first reported a position in V in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.2M in Q1 2025. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Strategic Advisors held 33,801 shares of Visa worth $11.6M as of Q2 2026.
  • Strategic Advisors bought 75 Visa shares in Q2 2026, an estimated $24.1K.
  • Visa made up 2.54% of Strategic Advisors's portfolio in Q2 2026, its #9 holding.
  • Strategic Advisors first reported a position in Visa in Q2 2013 and has held it in 53 quarters since.
  • Strategic Advisors's Visa position peaked at $12.2M in Q1 2025.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Strategic Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.