UAG
V icon

United Advisor Group’s Visa V Stock Holding History

United Advisor Group’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 		$3.14M Buy
9,143
+890
+11% +$286K 0.33% 79
2026
Q1 		$2.49M Buy
8,253
+168
+2% +$54K 0.31% 86
2025
Q4 		$2.84M Buy
8,085
+79
+1% +$26.9K 0.35% 74
2025
Q3 		$2.73M Buy
8,006
+1,702
+27% +$589K 0.37% 70
2025
Q2 		$2.24M Buy
6,304
+398
+7% +$139K 0.39% 69
2025
Q1 		$2.07M Sell
5,906
-443
-7% -$150K 0.42% 63
2024
Q4 		$2.01M Buy
6,349
+728
+13% +$219K 0.4% 63
2024
Q3 		$1.55M Buy
5,621
+1,582
+39% +$428K 0.35% 71
2024
Q2 		$1.06M Buy
4,039
+1,974
+96% +$541K 0.33% 75
2024
Q1 		$576K Buy
+2,065
New +$570K 0.22% 105

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 $3.37T AUM 44.26% 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

United Advisor Group's V Position: Q2 2026 in Review

United Advisor Group increased its Visa (V) stake by 11% in Q2 2026, buying an estimated $286K and bringing the position to 9,143 shares worth $3.14M. The position accounts for 0.33% of the portfolio, ranked #79.

United Advisor Group first reported a position in V in Q1 2024 and has held it in 10 quarters since. 4,577 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • United Advisor Group held 9,143 shares of Visa worth $3.14M as of Q2 2026.
  • United Advisor Group bought 890 Visa shares in Q2 2026, an estimated $286K.
  • Visa made up 0.33% of United Advisor Group's portfolio in Q2 2026, its #79 holding.
  • United Advisor Group first reported a position in Visa in Q1 2024 and has held it in 10 quarters since.
  • 4,577 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.