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Toth Financial Advisory’s Visa V Stock Holding History

Toth Financial Advisory’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 		$17.6M Buy
51,196
+1,349
+3% +$433K 1.71% 10
2026
Q1 		$15.1M Buy
49,847
+313
+0.6% +$101K 1.65% 12
2025
Q4 		$17.4M Buy
49,534
+1,619
+3% +$552K 1.89% 8
2025
Q3 		$16.4M Sell
47,915
-1,063
-2% -$368K 1.76% 10
2025
Q2 		$17.4M Buy
48,978
+1,401
+3% +$488K 2.03% 7
2025
Q1 		$16.7M Sell
47,577
-4,359
-8% -$1.48M 2.01% 7
2024
Q4 		$16.4M Buy
51,936
+725
+1% +$218K 1.93% 7
2024
Q3 		$14.1M Sell
51,211
-343
-0.7% -$92.7K 1.66% 9
2024
Q2 		$13.5M Buy
51,554
+270
+0.5% +$74K 1.72% 8
2024
Q1 		$14.3M Sell
51,284
-3,024
-6% -$835K 1.79% 8
2023
Q4 		$14.1M Buy
54,308
+196
+0.4% +$48.3K 1.92% 8
2023
Q3 		$12.4M Buy
54,112
+253
+0.5% +$60.8K 1.9% 8
2023
Q2 		$12.8M Buy
53,859
+2,206
+4% +$505K 1.85% 8
2023
Q1 		$11.6M Buy
51,653
+1,824
+4% +$406K 1.82% 7
2022
Q4 		$10.4M Buy
49,829
+8,086
+19% +$1.63M 1.68% 12
2022
Q3 		$7.42M Buy
41,743
+4,126
+11% +$840K 1.34% 22
2022
Q2 		$7.41M Buy
37,617
+605
+2% +$125K 1.29% 23
2022
Q1 		$8.21M Buy
37,012
+269
+0.7% +$58.2K 1.23% 24
2021
Q4 		$7.96M Sell
36,743
-787
-2% -$169K 1.09% 30
2021
Q3 		$8.36M Buy
37,530
+433
+1% +$102K 1.27% 21
2021
Q2 		$8.67M Buy
37,097
+296
+0.8% +$67.7K 1.32% 20
2021
Q1 		$7.79M Buy
36,801
+488
+1% +$103K 1.24% 23
2020
Q4 		$7.94M Sell
36,313
-1,250
-3% -$256K 1.36% 19
2020
Q3 		$7.51M Buy
37,563
+3,454
+10% +$690K 1.44% 16
2020
Q2 		$6.59M Buy
34,109
+2,660
+8% +$486K 1.43% 17
2020
Q1 		$5.07M Sell
31,449
-942
-3% -$177K 1.46% 19
2019
Q4 		$6.09M Sell
32,391
-794
-2% -$143K 1.23% 30
2019
Q3 		$5.71M Sell
33,185
-554
-2% -$98.7K 1.25% 30
2019
Q2 		$5.86M Buy
33,739
+649
+2% +$106K 1.31% 29
2019
Q1 		$5.17M Buy
33,090
+2,850
+9% +$411K 1.21% 31
2018
Q4 		$3.99M Buy
30,240
+1,667
+6% +$230K 1.09% 38
2018
Q3 		$4.29M Sell
28,573
-2,495
-8% -$355K 0.95% 40
2018
Q2 		$4.12M Buy
31,068
+401
+1% +$51.6K 0.96% 41
2018
Q1 		$3.67M Sell
30,667
-1,992
-6% -$241K 0.89% 44
2017
Q4 		$3.72M Buy
32,659
+961
+3% +$106K 0.88% 45
2017
Q3 		$3.34M Buy
31,698
+1,509
+5% +$153K 0.84% 49
2017
Q2 		$2.83M Buy
30,189
+2,946
+11% +$273K 0.74% 55
2017
Q1 		$2.42M Buy
27,243
+3,608
+15% +$310K 0.64% 60
2016
Q4 		$1.84M Buy
23,635
+3,225
+16% +$259K 0.53% 65
2016
Q3 		$1.69M Buy
20,410
+3,673
+22% +$294K 0.5% 64
2016
Q2 		$1.24M Buy
16,737
+12,691
+314% +$994K 0.38% 68
2016
Q1 		$309K Buy
+4,046
New +$294K 0.1% 102

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Toth Financial Advisory's V Position: Q2 2026 in Review

Toth Financial Advisory increased its Visa (V) stake by 2.7% in Q2 2026, buying an estimated $433K and bringing the position to 51,196 shares worth $17.6M. The position accounts for 1.71% of the portfolio, ranked #10.

Toth Financial Advisory first reported a position in V in Q1 2016 and has held it in 42 quarters since. 944 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Toth Financial Advisory held 51,196 shares of Visa worth $17.6M as of Q2 2026.
  • Toth Financial Advisory bought 1,349 Visa shares in Q2 2026, an estimated $433K.
  • Visa made up 1.71% of Toth Financial Advisory's portfolio in Q2 2026, its #10 holding.
  • Toth Financial Advisory first reported a position in Visa in Q1 2016 and has held it in 42 quarters since.
  • 944 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.