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Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in VISA INC

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 279,914 shares of V (VISA INC), worth $84.6M as of 2026-Q1. The position was increased (+6.2% shares). V represents 0.5% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$84.6M

Current Shares

279,914

Total Value Change

-$2.5M

Total Shares Change

-51,984

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
279,914
+6.2%
$84.6M0.5%$320.83
45
2025-Q4
Increased
263,511
+0.4%
$92.4M0.6%$352.89
42
2025-Q3
Decreased
262,467
-2.0%
$89.6M0.6%$338.79
0
2025-Q2
Decreased
267,920
-1.8%
$95.1M0.8%$346.60
0
2025-Q1
Decreased
272,873
-6.4%
$95.6M0.8%$340.30
0
2024-Q4
Decreased
291,518
-10.6%
$92.1M0.8%$312.44
0
2024-Q3
Decreased
326,070
-1.8%
$89.7M0.7%$272.15
0
2024-Q2
Decreased
331,898
-13.4%
$87.1M0.7%$259.07
0

Other major holders of V: VANGUARD GROUP INC, BlackRock, Inc.

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