Summit Investment Advisors’s Visa V Stock Holding History

Summit 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
2025 Q2	–	Sell	-589	Closed	-$205K	–	56
2025 Q1	$205K	Sell	589 -32	-5%	-$10.8K	0.18%	54
2024 Q4	$221K	Buy	+621	New	+$187K	0.2%	51

Other funds holding V

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summit Investment Advisors's V Position: Q2 2025 in Review

Summit Investment Advisors sold out of Visa (V) in Q2 2025, closing a stake of 589 shares — an estimated $205K sold.

Summit Investment Advisors first reported a position in V in Q4 2024 and held it in 2 quarters. The position peaked at $221K in Q4 2024. 4,348 funds tracked by Wall St. Rank hold V as of Q2 2025.

Summit Investment Advisors reported no remaining Visa position as of Q2 2025 after selling out during the quarter.
Summit Investment Advisors sold 589 Visa shares in Q2 2025, an estimated $205K.
Summit Investment Advisors first reported a position in Visa in Q4 2024 and held it in 2 quarters.
Summit Investment Advisors's Visa position peaked at $221K in Q4 2024.
4,348 funds tracked by Wall St. Rank held Visa as of Q2 2025.

Based on Summit Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.