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Boltwood Capital Management’s Visa V Stock Holding History

Boltwood Capital Management’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 		$242K Buy
705
+35
+5% +$11.2K 0.06% 182
2026
Q1 		$203K Buy
670
+95
+17% +$30.5K 0.05% 182
2025
Q4 		$202K Buy
+575
New +$196K 0.05% 180

Other funds holding V

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Boltwood Capital Management's V Position: Q2 2026 in Review

Boltwood Capital Management increased its Visa (V) stake by 5.2% in Q2 2026, buying an estimated $11.2K and bringing the position to 705 shares worth $242K. The position accounts for 0.06% of the portfolio, ranked #182.

Boltwood Capital Management first reported a position in V in Q4 2025 and has held it in 3 quarters since. 2,585 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Boltwood Capital Management held 705 shares of Visa worth $242K as of Q2 2026.
  • Boltwood Capital Management bought 35 Visa shares in Q2 2026, an estimated $11.2K.
  • Visa made up 0.06% of Boltwood Capital Management's portfolio in Q2 2026, its #182 holding.
  • Boltwood Capital Management first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • 2,585 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.