Alley Investment Management Company’s Visa V Stock Holding History

Alley Investment Management Company’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	$281K	Sell	820 -291	-26%	-$93.4K	0.03%	82
2026 Q1	$336K	Sell	1,111 -11	-1%	-$3.54K	0.04%	78
2025 Q4	$393K	Hold	1,122	–	–	0.05%	78
2025 Q3	$383K	Sell	1,122 -41	-4%	-$14.2K	0.04%	76
2025 Q2	$413K	Sell	1,163 -76	-6%	-$26.5K	0.05%	74
2025 Q1	$434K	Sell	1,239 -52	-4%	-$17.6K	0.05%	73
2024 Q4	$408K	Buy	1,291 +23	+2%	+$6.92K	0.05%	75
2024 Q3	$349K	Hold	1,268	–	–	0.04%	78
2024 Q2	$333K	Buy	1,268 +276	+28%	+$75.6K	0.05%	78
2024 Q1	$277K	Hold	992	–	–	0.04%	80
2023 Q4	$258K	Hold	992	–	–	0.04%	80
2023 Q3	$228K	Hold	992	–	–	0.04%	81
2023 Q2	$236K	Sell	992 -30	-3%	-$6.87K	0.04%	81
2023 Q1	$230K	Hold	1,022	–	–	0.04%	81
2022 Q4	$212K	Buy	+1,022	New	+$206K	0.04%	83
2022 Q3	–	Sell	-1,022	Closed	-$201K	–	80
2022 Q2	$201K	Hold	1,022	–	–	0.04%	78
2022 Q1	$227K	Buy	+1,022	New	+$221K	0.04%	80

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Alley Investment Management Company's V Position: Q2 2026 in Review

Alley Investment Management Company reduced its Visa (V) stake by 26% in Q2 2026, selling an estimated $93.4K and leaving 820 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #82.

Alley Investment Management Company first reported a position in V in Q1 2022 and has held it in 17 quarters since. The position peaked at $434K in Q1 2025. 3,170 funds tracked by Wall St. Rank hold V as of Q2 2026.

Alley Investment Management Company held 820 shares of Visa worth $281K as of Q2 2026.
Alley Investment Management Company sold 291 Visa shares in Q2 2026, an estimated $93.4K.
Visa made up 0.03% of Alley Investment Management Company's portfolio in Q2 2026, its #82 holding.
Alley Investment Management Company first reported a position in Visa in Q1 2022 and has held it in 17 quarters since.
Alley Investment Management Company's Visa position peaked at $434K in Q1 2025.
3,170 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Alley Investment Management Company's 13F filing for Q2 2026, filed 23 Jul 2026.