Valeo 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
Q2 | $18.4M | Buy |
53,524
+2,518
| +5% | +$808K | 0.39% | 34 |
|
|
2026
Q1 | $15.4M | Sell |
51,006
-10,650
| -17% | -$3.42M | 0.37% | 35 |
|
|
2025
Q4 | $21.6M | Buy |
61,656
+1,666
| +3% | +$568K | 0.48% | 32 |
|
|
2025
Q3 | $20.5M | Sell |
59,990
-1,898
| -3% | -$657K | 0.47% | 32 |
|
|
2025
Q2 | $22M | Sell |
61,888
-35,906
| -37% | -$12.5M | 0.54% | 29 |
|
|
2025
Q1 | $21.6M | Buy |
97,794
+36,728
| +60% | +$12.4M | 0.6% | 27 |
|
|
2024
Q4 | $19.3M | Sell |
61,066
-1,017
| -2% | -$306K | 0.54% | 30 |
|
|
2024
Q3 | $17.1M | Buy |
62,083
+666
| +1% | +$180K | 0.49% | 29 |
|
|
2024
Q2 | $16.1M | Buy |
61,417
+667
| +1% | +$183K | 0.5% | 28 |
|
|
2024
Q1 | $16.7M | Buy |
60,750
+1,034
| +2% | +$285K | 0.6% | 25 |
|
|
2023
Q4 | $15.5M | Buy |
59,716
+403
| +0.7% | +$99.3K | 0.63% | 23 |
|
|
2023
Q3 | $13.6M | Buy |
59,313
+2,222
| +4% | +$534K | 0.62% | 24 |
|
|
2023
Q2 | $13.6M | Sell |
57,091
-942
| -2% | -$216K | 0.62% | 23 |
|
|
2023
Q1 | $13.1M | Buy |
58,033
+3,398
| +6% | +$756K | 0.63% | 22 |
|
|
2022
Q4 | $11.4M | Buy |
54,635
+6,388
| +13% | +$1.29M | 0.62% | 23 |
|
|
2022
Q3 | $8.57M | Buy |
48,247
+786
| +2% | +$160K | 0.55% | 26 |
|
|
2022
Q2 | $9.34M | Sell |
47,461
-1,372
| -3% | -$284K | 0.59% | 26 |
|
|
2022
Q1 | $10.8M | Buy |
48,833
+3,179
| +7% | +$688K | 0.55% | 27 |
|
|
2021
Q4 | $9.89M | Sell |
45,654
-46
| -0.1% | -$9.88K | 0.54% | 30 |
|
|
2021
Q3 | $10.2M | Buy |
45,700
+1,660
| +4% | +$389K | 0.58% | 28 |
|
|
2021
Q2 | $10.3M | Sell |
44,040
-16,320
| -27% | -$3.73M | 0.62% | 25 |
|
|
2021
Q1 | $12.8M | Sell |
60,360
-82,507
| -58% | -$17.4M | 0.59% | 22 |
|
|
2020
Q4 | $12.9M | Buy |
142,867
+99,247
| +228% | +$20.3M | 0.66% | 21 |
|
|
2020
Q3 | $8.72M | Buy |
43,620
+1,196
| +3% | +$239K | 0.76% | 15 |
|
|
2020
Q2 | $8.2M | Buy |
42,424
+1,066
| +3% | +$195K | 0.75% | 17 |
|
|
2020
Q1 | $7.18M | Buy |
41,358
+93
| +0.2% | +$17.5K | 0.76% | 18 |
|
|
2019
Q4 | $7.75M | Buy |
41,265
+758
| +2% | +$137K | 0.75% | 18 |
|
|
2019
Q3 | $6.97M | Buy |
40,507
+1,974
| +5% | +$352K | 0.77% | 20 |
|
|
2019
Q2 | $6.69M | Buy |
38,533
+3,357
| +10% | +$550K | 0.77% | 22 |
|
|
2019
Q1 | $5.49M | Buy |
35,176
+652
| +2% | +$94K | 0.67% | 28 |
|
|
2018
Q4 | $4.55M | Sell |
34,524
-280
| -0.8% | -$38.7K | 0.64% | 31 |
|
|
2018
Q3 | $4.79M | Buy |
34,804
+822
| +2% | +$117K | 0.65% | 30 |
|
|
2018
Q2 | $4.76M | Buy |
33,982
+1,502
| +5% | +$193K | 0.67% | 30 |
|
|
2018
Q1 | $3.88M | Buy |
32,480
+1,170
| +4% | +$142K | 0.62% | 33 |
|
|
2017
Q4 | $3.57M | Buy |
31,310
+4,272
| +16% | +$472K | 0.59% | 38 |
|
|
2017
Q3 | $2.85M | Buy |
+27,038
| New | +$2.74M | 0.64% | 36 |
|
Other funds holding V
Valeo Financial Advisors's V Position: Q2 2026 in Review
Valeo Financial Advisors increased its Visa (V) stake by 4.9% in Q2 2026, buying an estimated $808K and bringing the position to 53,524 shares worth $18.4M. The position accounts for 0.39% of the portfolio, ranked #34.
Valeo Financial Advisors first reported a position in V in Q3 2017 and has held it in 36 quarters since. The position peaked at $22M in Q2 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.
- Valeo Financial Advisors held 53,524 shares of Visa worth $18.4M as of Q2 2026.
- Valeo Financial Advisors bought 2,518 Visa shares in Q2 2026, an estimated $808K.
- Visa made up 0.39% of Valeo Financial Advisors's portfolio in Q2 2026, its #34 holding.
- Valeo Financial Advisors first reported a position in Visa in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's Visa position peaked at $22M in Q2 2025.
- 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.