VIA
V icon

Vickerman Investment Advisors’s Visa V Stock Holding History

Vickerman Investment 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
2026
Q2 		$4.94M Sell
14,385
-179
-1% -$57.5K 0.96% 26
2026
Q1 		$4.4M Sell
14,564
-22
-0.2% -$7.07K 0.93% 30
2025
Q4 		$5.12M Sell
14,586
-41
-0.3% -$14K 1.02% 21
2025
Q3 		$4.99M Sell
14,627
-80
-0.5% -$27.7K 1.01% 22
2025
Q2 		$5.22M Buy
14,707
+1,317
+10% +$459K 1.12% 18
2025
Q1 		$4.69M Sell
13,390
-2,242
-14% -$759K 1.06% 23
2024
Q4 		$4.94M Sell
15,632
-232
-1% -$69.8K 1.34% 18
2024
Q3 		$4.36M Sell
15,864
-64
-0.4% -$17.3K 1.28% 22
2024
Q2 		$4.18M Sell
15,928
-26
-0.2% -$7.13K 1.34% 23
2024
Q1 		$4.45M Buy
15,954
+60
+0.4% +$16.6K 1.44% 20
2023
Q4 		$4.14M Buy
15,894
+3,541
+29% +$873K 1.41% 20
2023
Q3 		$2.84M Buy
12,353
+788
+7% +$189K 1.16% 33
2023
Q2 		$2.75M Buy
+11,565
New +$2.65M 1.07% 41

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

Vickerman Investment Advisors's V Position: Q2 2026 in Review

Vickerman Investment Advisors reduced its Visa (V) stake by 1.2% in Q2 2026, selling an estimated $57.5K and leaving 14,385 shares worth $4.94M. The position accounts for 0.96% of the portfolio, ranked #26.

Vickerman Investment Advisors first reported a position in V in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.22M in Q2 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Vickerman Investment Advisors held 14,385 shares of Visa worth $4.94M as of Q2 2026.
  • Vickerman Investment Advisors sold 179 Visa shares in Q2 2026, an estimated $57.5K.
  • Visa made up 0.96% of Vickerman Investment Advisors's portfolio in Q2 2026, its #26 holding.
  • Vickerman Investment Advisors first reported a position in Visa in Q2 2023 and has held it in 13 quarters since.
  • Vickerman Investment Advisors's Visa position peaked at $5.22M in Q2 2025.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Vickerman Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.