Belmont Capital’s Visa V Stock Holding History

Belmont Capital’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
2025 Q2	$1.01M	Buy	2,853 +827	+41%	+$288K	0.15%	39
2025 Q1	$710K	Buy	2,026 +1,526	+305%	+$516K	0.13%	47
2024 Q4	$158K	Sell	500 -1,526	-75%	-$459K	0.03%	87
2024 Q3	$557K	Hold	2,026	–	–	0.09%	63
2024 Q2	$532K	Buy	+2,026	New	+$555K	0.1%	73
2023 Q4	–	Sell	-4,357	Closed	-$1M	–	177
2023 Q3	$1M	Sell	4,357 -5,691	-57%	-$1.37M	0.54%	25
2023 Q2	$2.39M	Buy	10,048 +9,994	+18,507%	+$2.29M	1.34%	12
2023 Q1	$12.2K	Hold	54	–	–	0.01%	89
2022 Q4	$11K	Hold	54	–	–	0.01%	94
2022 Q3	$10K	Buy	+54	New	+$11K	0.01%	83

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Belmont Capital's V Position: Q2 2025 in Review

Belmont Capital increased its Visa (V) stake by 41% in Q2 2025, buying an estimated $288K and bringing the position to 2,853 shares worth $1.01M. The position accounts for 0.15% of the portfolio, ranked #39.

Belmont Capital first reported a position in V in Q3 2022 and has held it in 10 quarters since. The position peaked at $2.39M in Q2 2023. 4,342 funds tracked by Wall St. Rank hold V as of Q2 2025.

Belmont Capital held 2,853 shares of Visa worth $1.01M as of Q2 2025.
Belmont Capital bought 827 Visa shares in Q2 2025, an estimated $288K.
Visa made up 0.15% of Belmont Capital's portfolio in Q2 2025, its #39 holding.
Belmont Capital first reported a position in Visa in Q3 2022 and has held it in 10 quarters since.
Belmont Capital's Visa position peaked at $2.39M in Q2 2023.
4,342 funds tracked by Wall St. Rank held Visa as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.