Strategic Advisory Partners’s Visa V Stock Holding History

Strategic Advisory Partners’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	–	Sell	-580	Closed	-$203K	–	99
2025 Q4	$203K	Buy	+580	New	+$198K	0.17%	36

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

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Strategic Advisory Partners's V Position: Q1 2026 in Review

Strategic Advisory Partners sold out of Visa (V) in Q1 2026, closing a stake of 580 shares — an estimated $203K sold.

Strategic Advisory Partners first reported a position in V in Q4 2025 and held it in 1 quarter. The position peaked at $203K in Q4 2025. 4,468 funds tracked by Wall St. Rank hold V as of Q1 2026.

Strategic Advisory Partners reported no remaining Visa position as of Q1 2026 after selling out during the quarter.
Strategic Advisory Partners sold 580 Visa shares in Q1 2026, an estimated $203K.
Strategic Advisory Partners first reported a position in Visa in Q4 2025 and held it in 1 quarter.
Strategic Advisory Partners's Visa position peaked at $203K in Q4 2025.
4,468 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Strategic Advisory Partners's 13F filing for Q1 2026, filed 16 Apr 2026.