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Berman McAleer’s Visa V Stock Holding History

Berman McAleer’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 		$2.08M Sell
6,050
-59
-1% -$18.9K 0.24% 45
2026
Q1 		$1.85M Buy
6,109
+160
+3% +$51.4K 0.25% 41
2025
Q4 		$2.09M Buy
5,949
+206
+4% +$70.2K 0.29% 39
2025
Q3 		$1.96M Buy
+5,743
New +$1.99M 0.27% 38

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

Berman McAleer's V Position: Q2 2026 in Review

Berman McAleer reduced its Visa (V) stake by 0.97% in Q2 2026, selling an estimated $18.9K and leaving 6,050 shares worth $2.08M. The position accounts for 0.24% of the portfolio, ranked #45.

Berman McAleer first reported a position in V in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.09M in Q4 2025. 4,538 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Berman McAleer held 6,050 shares of Visa worth $2.08M as of Q2 2026.
  • Berman McAleer sold 59 Visa shares in Q2 2026, an estimated $18.9K.
  • Visa made up 0.24% of Berman McAleer's portfolio in Q2 2026, its #45 holding.
  • Berman McAleer first reported a position in Visa in Q3 2025 and has held it in 4 quarters since.
  • Berman McAleer's Visa position peaked at $2.09M in Q4 2025.
  • 4,538 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.