TA
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Tactive Advisors’s Visa V Stock Holding History

Tactive 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
Q3 		$609K Sell
1,694
-125
-7% -$45.7K 0.15% 133
2026
Q2 		$624K Sell
1,819
-498
-21% -$160K 0.15% 126
2026
Q1 		$700K Sell
2,317
-36
-2% -$11.6K 0.2% 114
2025
Q4 		$825K Buy
2,353
+603
+34% +$205K 0.24% 98
2025
Q3 		$597K Sell
1,750
-283
-14% -$97.9K 0.17% 127
2025
Q2 		$722K Buy
+2,033
New +$709K 0.23% 98
2024
Q1 		$538K Buy
+1,929
New +$533K 0.29% 66

Other funds holding V

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Tactive Advisors's V Position: Q3 2026 in Review

Tactive Advisors reduced its Visa (V) stake by 6.9% in Q3 2026, selling an estimated $45.7K and leaving 1,694 shares worth $609K. The position accounts for 0.15% of the portfolio, ranked #133.

Tactive Advisors first reported a position in V in Q1 2024 and has held it in 7 quarters since. The position peaked at $825K in Q4 2025. 552 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Tactive Advisors held 1,694 shares of Visa worth $609K as of Q3 2026.
  • Tactive Advisors sold 125 Visa shares in Q3 2026, an estimated $45.7K.
  • Visa made up 0.15% of Tactive Advisors's portfolio in Q3 2026, its #133 holding.
  • Tactive Advisors first reported a position in Visa in Q1 2024 and has held it in 7 quarters since.
  • Tactive Advisors's Visa position peaked at $825K in Q4 2025.
  • 552 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.