Valeo Financial Advisors’s Visa V Stock Holding History

Valeo Financial Advisors’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
2023 Q4	–	Sell	-2,900	Closed	-$667	–	720
2023 Q3	$667	Buy	+2,900	New	+$697K	﹤0.01%	625
2022 Q4	–	Sell	-4,700	Closed	-$835K	–	610
2022 Q3	$835K	Buy	+4,700	New	+$956K	0.05%	193
2022 Q2	–	Sell	-3,800	Closed	-$843K	–	649
2022 Q1	$843K	Buy	+3,800	New	+$822K	0.04%	225
2021 Q3	–	Sell	-1,100	Closed	-$257K	–	625
2021 Q2	$257K	Buy	1,100 +900	+450%	+$206K	0.02%	390
2021 Q1	$42K	Buy	+200	New	+$42.1K	﹤0.01%	944
2020 Q2	–	Sell	-400	Closed	-$69K	–	2163
2020 Q1	$69K	Buy	+400	New	+$75.4K	0.01%	516

Other funds holding V

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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. 2,436 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.
2,436 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.