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Bolthouse Investments’s Visa V Stock Holding History

Bolthouse 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 		$2.85M Buy
8,299
+1,013
+14% +$325K 2.31% 11
2026
Q1 		$2.2M Hold
7,286
– – 1.99% 12
2025
Q4 		$2.56M Buy
7,286
+582
+9% +$198K 2.27% 11
2025
Q3 		$2.29M Hold
6,704
– – 2.07% 11
2025
Q2 		$2.38M Buy
6,704
+582
+10% +$203K 2.36% 10
2025
Q1 		$2.15M Hold
6,122
– – 2.24% 11
2024
Q4 		$1.93M Buy
+6,122
New +$1.84M 1.79% 13

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

Bolthouse Investments's V Position: Q2 2026 in Review

Bolthouse Investments increased its Visa (V) stake by 14% in Q2 2026, buying an estimated $325K and bringing the position to 8,299 shares worth $2.85M. The position accounts for 2.31% of the portfolio, ranked #11.

Bolthouse Investments first reported a position in V in Q4 2024 and has held it in 7 quarters since. 4,579 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Bolthouse Investments held 8,299 shares of Visa worth $2.85M as of Q2 2026.
  • Bolthouse Investments bought 1,013 Visa shares in Q2 2026, an estimated $325K.
  • Visa made up 2.31% of Bolthouse Investments's portfolio in Q2 2026, its #11 holding.
  • Bolthouse Investments first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 4,579 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Bolthouse Investments's 13F filing for Q2 2026, filed 11 Aug 2026.