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AXS Investments’s Visa V Stock Holding History

AXS Investments’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 		$1.11M Sell
3,227
-753
-19% -$242K 0.31% 57
2026
Q1 		$1.2M Sell
3,980
-470
-11% -$151K 0.49% 52
2025
Q4 		$1.56M Sell
4,450
-9,763
-69% -$3.33M 0.54% 52
2025
Q3 		$4.85M Buy
14,213
+1,708
+14% +$591K 1.53% 12
2025
Q2 		$4.44M Sell
12,505
-3,774
-23% -$1.32M 1.82% 13
2025
Q1 		$5.71M Sell
16,279
-3,500
-18% -$1.18M 1.58% 8
2024
Q4 		$6.25M Sell
19,779
-501
-2% -$151K 1.74% 3
2024
Q3 		$5.58M Sell
20,280
-1,957
-9% -$529K 1.48% 5
2024
Q2 		$5.84M Sell
22,237
-5,515
-20% -$1.51M 1.63% 5
2024
Q1 		$7.75M Buy
27,752
+1,211
+5% +$334K 1.86% 5
2023
Q4 		$6.91M Sell
26,541
-144
-0.5% -$35.5K 1.66% 4
2023
Q3 		$6.14M Sell
26,685
-4,723
-15% -$1.14M 1.58% 4
2023
Q2 		$7.46M Buy
31,408
+4,763
+18% +$1.09M 1.99% 3
2023
Q1 		$6.01M Sell
26,645
-3,458
-11% -$770K 1.99% 5
2022
Q4 		$6.25M Sell
30,103
-5,143
-15% -$1.04M 2.23% 3
2022
Q3 		$6.26M Sell
35,246
-188
-0.5% -$38.3K 2.43% 3
2022
Q2 		$6.98M Sell
35,434
-11,040
-24% -$2.28M 2.48% 3
2022
Q1 		$10.3M Sell
46,474
-28,027
-38% -$6.06M 4.11% 5
2021
Q4 		$16.1M Buy
74,501
+72,221
+3,168% +$15.5M 3.82% 2
2021
Q3 		$508K Sell
2,280
-49,446
-96% -$11.6M 0.19% 52
2021
Q2 		$12.1M Buy
51,726
+21,163
+69% +$4.84M 3.68% 6
2021
Q1 		$6.47M Buy
+30,563
New +$6.43M 2.3% 9

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AXS Investments's V Position: Q2 2026 in Review

AXS Investments reduced its Visa (V) stake by 19% in Q2 2026, selling an estimated $242K and leaving 3,227 shares worth $1.11M. The position accounts for 0.31% of the portfolio, ranked #57.

AXS Investments first reported a position in V in Q1 2021 and has held it in 22 quarters since. The position peaked at $16.1M in Q4 2021. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • AXS Investments held 3,227 shares of Visa worth $1.11M as of Q2 2026.
  • AXS Investments sold 753 Visa shares in Q2 2026, an estimated $242K.
  • Visa made up 0.31% of AXS Investments's portfolio in Q2 2026, its #57 holding.
  • AXS Investments first reported a position in Visa in Q1 2021 and has held it in 22 quarters since.
  • AXS Investments's Visa position peaked at $16.1M in Q4 2021.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on AXS Investments's 13F filing for Q2 2026, filed 10 Aug 2026.