Bellevue Group’s Visa V Stock Holding History

Bellevue Group’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	–	Sell	-1,400	Closed	-$423K	–	168
2026 Q1	$423K	Hold	1,400	–	–	0.01%	117
2025 Q4	$491K	Buy	+1,400	New	+$477K	0.01%	135

Other funds holding V

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bellevue Group's V Position: Q2 2026 in Review

Bellevue Group sold out of Visa (V) in Q2 2026, closing a stake of 1,400 shares — an estimated $423K sold.

Bellevue Group first reported a position in V in Q4 2025 and held it in 2 quarters. The position peaked at $491K in Q4 2025. 4,594 funds tracked by Wall St. Rank hold V as of Q2 2026.

Bellevue Group reported no remaining Visa position as of Q2 2026 after selling out during the quarter.
Bellevue Group sold 1,400 Visa shares in Q2 2026, an estimated $423K.
Bellevue Group first reported a position in Visa in Q4 2025 and held it in 2 quarters.
Bellevue Group's Visa position peaked at $491K in Q4 2025.
4,594 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Bellevue Group's 13F filing for Q2 2026, filed 14 Aug 2026.