United Capital Financial Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $84.6M | Buy |
279,914
+16,403
| +6% | +$5.27M | 0.52% | 38 |
|
|
2025
Q4 | $92.4M | Buy |
263,511
+1,044
| +0.4% | +$356K | 0.56% | 35 |
|
|
2025
Q3 | $89.6M | Sell |
262,467
-5,453
| -2% | -$1.89M | 0.64% | 33 |
|
|
2025
Q2 | $95.1M | Sell |
267,920
-4,953
| -2% | -$1.73M | 0.77% | 29 |
|
|
2025
Q1 | $95.6M | Sell |
272,873
-18,645
| -6% | -$6.31M | 0.82% | 26 |
|
|
2024
Q4 | $92.1M | Sell |
291,518
-34,552
| -11% | -$10.4M | 0.78% | 28 |
|
|
2024
Q3 | $89.7M | Sell |
326,070
-5,828
| -2% | -$1.58M | 0.74% | 28 |
|
|
2024
Q2 | $87.1M | Sell |
331,898
-51,448
| -13% | -$14.1M | 0.75% | 29 |
|
|
2024
Q1 | $107M | Sell |
383,346
-18,593
| -5% | -$5.13M | 0.88% | 20 |
|
|
2023
Q4 | $105M | Sell |
401,939
-144,314
| -26% | -$35.6M | 0.87% | 20 |
|
|
2023
Q3 | $126M | Sell |
546,253
-57,551
| -10% | -$13.8M | 0.82% | 21 |
|
|
2023
Q2 | $143M | Sell |
603,804
-3,054
| -0.5% | -$699K | 0.78% | 23 |
|
|
2023
Q1 | $137M | Sell |
606,858
-8,856
| -1% | -$1.97M | 0.76% | 22 |
|
|
2022
Q4 | $128M | Sell |
615,714
-11,510
| -2% | -$2.32M | 0.72% | 24 |
|
|
2022
Q3 | $111M | Sell |
627,224
-12,456
| -2% | -$2.53M | 0.66% | 29 |
|
|
2022
Q2 | $126M | Buy |
639,680
+6,464
| +1% | +$1.34M | 0.69% | 24 |
|
|
2022
Q1 | $140M | Buy |
633,216
+3,640
| +0.6% | +$787K | 0.68% | 25 |
|
|
2021
Q4 | $136M | Sell |
629,576
-845
| -0.1% | -$181K | 0.63% | 26 |
|
|
2021
Q3 | $140M | Buy |
630,421
+247,471
| +65% | +$58M | 0.7% | 26 |
|
|
2021
Q2 | $89.5M | Buy |
382,950
+1,285
| +0.3% | +$294K | 0.45% | 43 |
|
|
2021
Q1 | $80.8M | Buy |
381,665
+2,272
| +0.6% | +$478K | 0.45% | 46 |
|
|
2020
Q4 | $83M | Buy |
379,393
+25,954
| +7% | +$5.31M | 0.5% | 40 |
|
|
2020
Q3 | $70.7M | Sell |
353,439
-1,085
| -0.3% | -$217K | 0.46% | 44 |
|
|
2020
Q2 | $68.5M | Sell |
354,524
-235,381
| -40% | -$43M | 0.5% | 40 |
|
|
2020
Q1 | $91.2M | Buy |
589,905
+44,596
| +8% | +$8.4M | 0.75% | 21 |
|
|
2019
Q4 | $102M | Buy |
545,309
+29,177
| +6% | +$5.26M | 0.66% | 21 |
|
|
2019
Q3 | $88.8M | Sell |
516,132
-26,783
| -5% | -$4.77M | 0.62% | 22 |
|
|
2019
Q2 | $94.2M | Buy |
542,915
+6,703
| +1% | +$1.1M | 0.62% | 25 |
|
|
2019
Q1 | $83.8M | Buy |
536,212
+9,481
| +2% | +$1.37M | 0.59% | 25 |
|
|
2018
Q4 | $69.5M | Sell |
526,731
-19,486
| -4% | -$2.69M | 0.55% | 33 |
|
|
2018
Q3 | $82M | Sell |
546,217
-832
| -0.2% | -$118K | 0.58% | 26 |
|
|
2018
Q2 | $72.5M | Sell |
547,049
-18,305
| -3% | -$2.36M | 0.54% | 28 |
|
|
2018
Q1 | $67.6M | Buy |
565,354
+9,162
| +2% | +$1.11M | 0.52% | 32 |
|
|
2017
Q4 | $63.6M | Buy |
556,192
+115,615
| +26% | +$12.8M | 0.5% | 34 |
|
|
2017
Q3 | $46.4M | Buy |
440,577
+8,657
| +2% | +$878K | 0.39% | 51 |
|
|
2017
Q2 | $40.5M | Buy |
431,920
+9,845
| +2% | +$914K | 0.36% | 53 |
|
|
2017
Q1 | $37.5M | Sell |
422,075
-1,298
| -0.3% | -$112K | 0.35% | 63 |
|
|
2016
Q4 | $33M | Buy |
423,373
+849
| +0.2% | +$68.3K | 0.32% | 66 |
|
|
2016
Q3 | $34.9M | Buy |
422,524
+44,010
| +12% | +$3.52M | 0.34% | 61 |
|
|
2016
Q2 | $28M | Buy |
378,514
+34,798
| +10% | +$2.72M | 0.29% | 68 |
|
|
2016
Q1 | $26.3M | Buy |
343,716
+7,701
| +2% | +$560K | 0.29% | 68 |
|
|
2015
Q4 | $26.1M | Sell |
336,015
-6,566
| -2% | -$509K | 0.3% | 61 |
|
|
2015
Q3 | $23.9M | Buy |
342,581
+9,699
| +3% | +$692K | 0.29% | 68 |
|
|
2015
Q2 | $22.4M | Buy |
332,882
+1,344
| +0.4% | +$91.1K | 0.26% | 90 |
|
|
2015
Q1 | $21.9M | Sell |
331,538
-37,570
| -10% | -$2.48M | 0.27% | 91 |
|
|
2014
Q4 | $24.2M | Sell |
369,108
-60,696
| -14% | -$3.65M | 0.36% | 70 |
|
|
2014
Q3 | $22.9M | Buy |
429,804
+1,776
| +0.4% | +$95.4K | 0.4% | 65 |
|
|
2014
Q2 | $22.5M | Buy |
428,028
+7,036
| +2% | +$368K | 0.42% | 58 |
|
|
2014
Q1 | $22.7M | Buy |
420,992
+72,896
| +21% | +$4.05M | 0.48% | 45 |
|
|
2013
Q4 | $19.4M | Sell |
348,096
-128,308
| -27% | -$6.47M | 0.66% | 29 |
|
|
2013
Q3 | $22.8M | Buy |
476,404
+128,108
| +37% | +$5.92M | 0.73% | 32 |
|
|
2013
Q2 | $15.9M | Buy |
+348,296
| New | +$15.2M | 0.42% | 63 |
|
Other funds holding V
VCM
VPM
United Capital Financial Advisors's V Position: Q1 2026 in Review
United Capital Financial Advisors increased its Visa (V) stake by 6.2% in Q1 2026, buying an estimated $5.27M and bringing the position to 279,914 shares worth $84.6M. The position accounts for 0.52% of the portfolio, ranked #38.
United Capital Financial Advisors first reported a position in V in Q2 2013 and has held it in 52 quarters since. The position peaked at $143M in Q2 2023. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.
- United Capital Financial Advisors held 279,914 shares of Visa worth $84.6M as of Q1 2026.
- United Capital Financial Advisors bought 16,403 Visa shares in Q1 2026, an estimated $5.27M.
- Visa made up 0.52% of United Capital Financial Advisors's portfolio in Q1 2026, its #38 holding.
- United Capital Financial Advisors first reported a position in Visa in Q2 2013 and has held it in 52 quarters since.
- United Capital Financial Advisors's Visa position peaked at $143M in Q2 2023.
- 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.