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

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 283,047 shares of V (VISA INC), worth $97.1M as of 2026-Q2. The position was increased (+1.1% shares). V represents 0.5% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$97.1M

Current Shares

283,047

Total Value Change

+$7.5M

Total Shares Change

-43,023

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
283,047
+1.1%
$97.1M0.5%$342.45
43
2026-Q1
Increased
279,914
+6.2%
$84.6M0.5%$301.06
45
2025-Q4
Increased
263,511
+0.4%
$92.4M0.6%$348.62
42
2025-Q3
Decreased
262,467
-2.0%
$89.6M0.6%$338.67
0
2025-Q2
Decreased
267,920
-1.8%
$95.1M0.8%$351.61
0
2025-Q1
Decreased
272,873
-6.4%
$95.6M0.8%$346.49
0
2024-Q4
Decreased
291,518
-10.6%
$92.1M0.8%$311.94
0
2024-Q3
Decreased
326,070
-1.8%
$89.7M0.7%$270.87
0

Other major holders of V: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC

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