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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

United Advisor Group's V Position: Q1 2026 in Review

United Advisor Group increased its Visa (V) stake by 2.1% in Q1 2026, buying an estimated $54K and bringing the position to 8,253 shares worth $2.49M. The position accounts for 0.31% of the portfolio, ranked #86.

United Advisor Group first reported a position in V in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.84M in Q4 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

United Advisor Group held 8,253 shares of Visa worth $2.49M as of Q1 2026.
United Advisor Group bought 168 Visa shares in Q1 2026, an estimated $54K.
Visa made up 0.31% of United Advisor Group's portfolio in Q1 2026, its #86 holding.
United Advisor Group first reported a position in Visa in Q1 2024 and has held it in 9 quarters since.
United Advisor Group's Visa position peaked at $2.84M in Q4 2025.
4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.