ATI
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Act Two Investors’s Visa V Stock Holding History

Act Two Investors’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 		$31.5M Buy
104,171
+1,524
+1% +$490K 6.95% 5
2025
Q4 		$36M Sell
102,647
-2,943
-3% -$1M 6.48% 5
2025
Q3 		$36M Sell
105,590
-576
-0.5% -$199K 6.39% 5
2025
Q2 		$37.7M Sell
106,166
-986
-0.9% -$344K 7.69% 4
2025
Q1 		$37.6M Buy
107,152
+1,426
+1% +$483K 7.96% 4
2024
Q4 		$33.4M Sell
105,726
-1,262
-1% -$379K 6.51% 5
2024
Q3 		$29.4M Buy
106,988
+3,696
+4% +$999K 5.55% 7
2024
Q2 		$27.1M Buy
103,292
+3,290
+3% +$902K 5.37% 7
2024
Q1 		$27.9M Buy
100,002
+1,925
+2% +$531K 5.61% 7
2023
Q4 		$25.5M Buy
98,077
+24,033
+32% +$5.92M 5.52% 7
2023
Q3 		$17M Buy
74,044
+1,893
+3% +$455K 4.56% 9
2023
Q2 		$17.1M Buy
72,151
+15,726
+28% +$3.6M 4.79% 9
2023
Q1 		$12.7M Buy
56,425
+20,071
+55% +$4.47M 5.07% 9
2022
Q4 		$7.55M Buy
36,354
+64
+0.2% +$12.9K 7.81% 4
2022
Q3 		$6.45M Buy
36,290
+2,774
+8% +$564K 6.53% 6
2022
Q2 		$6.6M Buy
33,516
+73
+0.2% +$15.1K 6.22% 6
2022
Q1 		$7.42M Buy
33,443
+5,466
+20% +$1.18M 5.88% 6
2021
Q4 		$6.06M Sell
27,977
-84
-0.3% -$18K 4.78% 6
2021
Q3 		$6.25M Sell
28,061
-560
-2% -$131K 1.48% 13
2021
Q2 		$6.69M Hold
28,621
– – 1.31% 15
2021
Q1 		$6.06M Hold
28,621
– – 1.34% 15
2020
Q4 		$6.26M Hold
28,621
– – 1.58% 14
2020
Q3 		$5.72M Buy
28,621
+47
+0.2% +$9.39K 1.85% 13
2020
Q2 		$5.52M Hold
28,574
– – 2.06% 14
2020
Q1 		$4.6M Sell
28,574
-60
-0.2% -$11.3K 2.13% 17
2019
Q4 		$5.38M Sell
28,634
-258
-0.9% -$46.5K 2.04% 17
2019
Q3 		$4.97M Buy
28,892
+1,250
+5% +$223K 2.19% 18
2019
Q2 		$4.8M Sell
27,642
-1,250
-4% -$205K 2.49% 17
2019
Q1 		$4.51M Buy
28,892
+37
+0.1% +$5.33K 2.6% 18
2018
Q4 		$3.81M Buy
+28,855
New +$3.99M 2.68% 16

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

Act Two Investors's V Position: Q1 2026 in Review

Act Two Investors increased its Visa (V) stake by 1.5% in Q1 2026, buying an estimated $490K and bringing the position to 104,171 shares worth $31.5M. The position accounts for 6.95% of the portfolio, ranked #5.

Act Two Investors first reported a position in V in Q4 2018 and has held it in 30 quarters since. The position peaked at $37.7M in Q2 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Act Two Investors held 104,171 shares of Visa worth $31.5M as of Q1 2026.
  • Act Two Investors bought 1,524 Visa shares in Q1 2026, an estimated $490K.
  • Visa made up 6.95% of Act Two Investors's portfolio in Q1 2026, its #5 holding.
  • Act Two Investors first reported a position in Visa in Q4 2018 and has held it in 30 quarters since.
  • Act Two Investors's Visa position peaked at $37.7M in Q2 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Act Two Investors's 13F filing for Q1 2026, filed 8 May 2026.