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Advus Financial Partners, LLC’s Visa V Stock Holding History

Advus Financial Partners, LLC’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 		$1.3M Sell
3,781
-70
-2% -$22.5K 0.29% 70
2026
Q1 		$1.16M Sell
3,851
-473
-11% -$152K 0.29% 65
2025
Q4 		$1.52M Sell
4,324
-86
-2% -$29.3K 0.37% 52
2025
Q3 		$1.51M Sell
4,410
-265
-6% -$91.7K 0.36% 53
2025
Q2 		$1.66M Sell
4,675
-227
-5% -$79.1K 0.42% 41
2025
Q1 		$1.72M Buy
4,902
+346
+8% +$117K 0.48% 38
2024
Q4 		$1.44M Buy
4,556
+708
+18% +$213K 0.41% 42
2024
Q3 		$1.06M Sell
3,848
-110
-3% -$29.7K 0.3% 52
2024
Q2 		$1.04M Sell
3,958
-22
-0.6% -$6.03K 0.32% 49
2024
Q1 		$1.11M Buy
3,980
+362
+10% +$99.9K 0.34% 45
2023
Q4 		$942K Buy
3,618
+28
+0.8% +$6.9K 0.32% 50
2023
Q3 		$826K Buy
3,590
+8
+0.2% +$1.92K 0.32% 50
2023
Q2 		$851K Sell
3,582
-27
-0.7% -$6.18K 0.33% 48
2023
Q1 		$814K Buy
3,609
+108
+3% +$24K 0.34% 48
2022
Q4 		$727K Buy
3,501
+213
+6% +$43K 0.32% 50
2022
Q3 		$584K Buy
3,288
+461
+16% +$93.8K 0.31% 52
2022
Q2 		$557K Buy
2,827
+113
+4% +$23.4K 0.29% 50
2022
Q1 		$602K Buy
+2,714
New +$587K 0.31% 52
2021
Q3 		$574K Buy
+2,648
New +$621K 0.32% 42

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

Advus Financial Partners, LLC's V Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its Visa (V) stake by 1.8% in Q2 2026, selling an estimated $22.5K and leaving 3,781 shares worth $1.3M. The position accounts for 0.29% of the portfolio, ranked #70.

Advus Financial Partners, LLC first reported a position in V in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.72M in Q1 2025. 4,558 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Advus Financial Partners, LLC held 3,781 shares of Visa worth $1.3M as of Q2 2026.
  • Advus Financial Partners, LLC sold 70 Visa shares in Q2 2026, an estimated $22.5K.
  • Visa made up 0.29% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #70 holding.
  • Advus Financial Partners, LLC first reported a position in Visa in Q3 2021 and has held it in 19 quarters since.
  • Advus Financial Partners, LLC's Visa position peaked at $1.72M in Q1 2025.
  • 4,558 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.