VIA
V icon

Virtus Investment Advisers’s Visa V Stock Holding History

Virtus Investment Advisers’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 		$1.76M Buy
5,834
+336
+6% +$108K 0.49% 70
2025
Q4 		$1.93M Buy
5,498
+342
+7% +$117K 0.52% 59
2025
Q3 		$1.76M Buy
5,156
+1,023
+25% +$354K 0.5% 95
2025
Q2 		$1.47M Sell
4,133
-115
-3% -$40.1K 0.5% 83
2025
Q1 		$1.49M Buy
4,248
+3,056
+256% +$1.03M 0.4% 36
2024
Q4 		$377K Sell
1,192
-200
-14% -$60.1K 0.3% 112
2024
Q3 		$383K Buy
1,392
+770
+124% +$208K 0.3% 108
2024
Q2 		$163K Sell
622
-323
-34% -$88.5K 0.14% 200
2024
Q1 		$264K Sell
945
-101
-10% -$27.9K 0.19% 146
2023
Q4 		$272K Hold
1,046
– – 0.2% 141
2023
Q3 		$241K Sell
1,046
-122
-10% -$29.3K 0.16% 152
2023
Q2 		$277K Buy
1,168
+232
+25% +$53.1K 0.19% 147
2023
Q1 		$211K Buy
+936
New +$208K 0.15% 177
2018
Q1 		– Sell
-43,585
Closed -$4.97M – 418
2017
Q4 		$4.97M Sell
43,585
-5,874
-12% -$649K 0.54% 51
2017
Q3 		$5.21M Sell
49,459
-8,011
-14% -$812K 0.55% 51
2017
Q2 		$5.39M Sell
57,470
-11,463
-17% -$1.06M 0.53% 56
2017
Q1 		$6.13M Buy
68,933
+3,586
+5% +$308K 0.54% 55
2016
Q4 		$5.1M Buy
65,347
+3,217
+5% +$259K 0.39% 84
2016
Q3 		$5.14M Buy
+62,130
New +$4.97M 0.33% 104

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Virtus Investment Advisers's V Position: Q1 2026 in Review

Virtus Investment Advisers increased its Visa (V) stake by 6.1% in Q1 2026, buying an estimated $108K and bringing the position to 5,834 shares worth $1.76M. The position accounts for 0.49% of the portfolio, ranked #70.

Virtus Investment Advisers first reported a position in V in Q3 2016 and has held it in 19 quarters since. The position peaked at $6.13M in Q1 2017. 4,452 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Virtus Investment Advisers held 5,834 shares of Visa worth $1.76M as of Q1 2026.
  • Virtus Investment Advisers bought 336 Visa shares in Q1 2026, an estimated $108K.
  • Visa made up 0.49% of Virtus Investment Advisers's portfolio in Q1 2026, its #70 holding.
  • Virtus Investment Advisers first reported a position in Visa in Q3 2016 and has held it in 19 quarters since.
  • Virtus Investment Advisers's Visa position peaked at $6.13M in Q1 2017.
  • 4,452 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Virtus Investment Advisers's 13F filing for Q1 2026, filed 14 May 2026.