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HCR Wealth Advisors V Position History
Visa Inc. • Services
Quarters held
4
Latest value
$11.8M
Q3 2026
Peak value
$11.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $11.8M |
| Q1 2026 | $10M |
| Q2 2026 | $11.5M |
| Q3 2026 | $11.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.8M | 32.9K | — | — |
| Q2 2026 | $11.5M | 33.4K | — | — |
| Q1 2026 | $10M | 33.0K | — | — |
| Q4 2025 | $11.8M | 33.7K | — | — |
Other funds holding V
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