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Strategic Investment Advisors’s Visa V Stock Holding History

Strategic Investment 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 		$1.95M Sell
5,684
-127
-2% -$40.8K 0.12% 84
2026
Q1 		$1.76M Buy
5,811
+2,017
+53% +$649K 0.12% 88
2025
Q4 		$1.33M Buy
3,794
+244
+7% +$83.1K 0.12% 84
2025
Q3 		$1.21M Sell
3,550
-192
-5% -$66.5K 0.11% 89
2025
Q2 		$1.32M Sell
3,742
-250
-6% -$87.1K 0.13% 80
2025
Q1 		$1.4M Sell
3,992
-237
-6% -$80.2K 0.15% 80
2024
Q4 		$1.34M Sell
4,229
-301
-7% -$90.5K 0.14% 84
2024
Q3 		$1.25M Sell
4,530
-98
-2% -$26.5K 0.14% 93
2024
Q2 		$1.21M Sell
4,628
-25
-0.5% -$6.85K 0.15% 93
2024
Q1 		$1.3M Sell
4,653
-67
-1% -$18.5K 0.17% 88
2023
Q4 		$1.23M Sell
4,720
-956
-17% -$236K 0.18% 79
2023
Q3 		$1.31M Sell
5,676
-5,550
-49% -$1.33M 0.22% 69
2023
Q2 		$2.67M Buy
11,226
+5,505
+96% +$1.26M 0.37% 36
2023
Q1 		$1.29M Sell
5,721
-207
-3% -$46.1K 0.23% 65
2022
Q4 		$1.23M Sell
5,928
-151
-2% -$30.5K 0.26% 69
2022
Q3 		$1.08M Sell
6,079
-18
-0.3% -$3.66K 0.24% 70
2022
Q2 		$1.2M Sell
6,097
-35
-0.6% -$7.23K 0.24% 67
2022
Q1 		$1.36M Sell
6,132
-212
-3% -$45.9K 0.26% 67
2021
Q4 		$1.38M Buy
6,344
+437
+7% +$93.8K 0.27% 68
2021
Q3 		$1.32M Buy
5,907
+466
+9% +$109K 0.29% 69
2021
Q2 		$1.27M Buy
5,441
+2,366
+77% +$541K 0.29% 71
2021
Q1 		$651K Buy
3,075
+316
+11% +$66.5K 0.17% 106
2020
Q4 		$603K Buy
2,759
+293
+12% +$60K 0.17% 105
2020
Q3 		$493K Sell
2,466
-407
-14% -$81.3K 0.17% 94
2020
Q2 		$555K Sell
2,873
-485
-14% -$88.6K 0.21% 84
2020
Q1 		$541K Buy
3,358
+437
+15% +$82.3K 0.25% 75
2019
Q4 		$549K Sell
2,921
-4,367
-60% -$787K 0.23% 77
2019
Q3 		$1.25M Buy
7,288
+5,157
+242% +$919K 0.6% 37
2019
Q2 		$369K Buy
2,131
+271
+15% +$44.4K 0.2% 83
2019
Q1 		$290K Buy
+1,860
New +$268K 0.2% 90

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 $3.38T AUM 44.17% 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 Investment Advisors's V Position: Q2 2026 in Review

Strategic Investment Advisors reduced its Visa (V) stake by 2.2% in Q2 2026, selling an estimated $40.8K and leaving 5,684 shares worth $1.95M. The position accounts for 0.12% of the portfolio, ranked #84.

Strategic Investment Advisors first reported a position in V in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.67M in Q2 2023. 4,590 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Strategic Investment Advisors held 5,684 shares of Visa worth $1.95M as of Q2 2026.
  • Strategic Investment Advisors sold 127 Visa shares in Q2 2026, an estimated $40.8K.
  • Visa made up 0.12% of Strategic Investment Advisors's portfolio in Q2 2026, its #84 holding.
  • Strategic Investment Advisors first reported a position in Visa in Q1 2019 and has held it in 30 quarters since.
  • Strategic Investment Advisors's Visa position peaked at $2.67M in Q2 2023.
  • 4,590 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.