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Burton Enright Welch’s Visa V Stock Holding History

Burton Enright Welch’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 		$1.3M Sell
3,797
-339
-8% -$109K 0.15% 61
2026
Q1 		$1.25M Buy
4,136
+244
+6% +$78.5K 0.17% 56
2025
Q4 		$1.36M Buy
3,892
+63
+2% +$21.5K 0.19% 54
2025
Q3 		$1.31M Sell
3,829
-61
-2% -$21.1K 0.2% 54
2025
Q2 		$1.38M Buy
3,890
+130
+3% +$45.3K 0.24% 48
2025
Q1 		$1.32M Sell
3,760
-17
-0.5% -$5.75K 0.27% 40
2024
Q4 		$1.19M Buy
3,777
+23
+0.6% +$6.92K 0.25% 40
2024
Q3 		$1.03M Sell
3,754
-166
-4% -$44.9K 0.22% 43
2024
Q2 		$1.03M Hold
3,920
– – 0.24% 38
2024
Q1 		$1.09M Buy
3,920
+353
+10% +$97.5K 0.26% 33
2023
Q4 		$929K Sell
3,567
-995
-22% -$245K 0.25% 37
2023
Q3 		$1.05M Buy
4,562
+1,626
+55% +$391K 0.32% 29
2023
Q2 		$697K Sell
2,936
-188
-6% -$43K 0.22% 38
2023
Q1 		$704K Buy
3,124
+55
+2% +$12.2K 0.27% 34
2022
Q4 		$638K Sell
3,069
-60
-2% -$12.1K 0.27% 34
2022
Q3 		$556K Buy
3,129
+19
+0.6% +$3.87K 0.28% 38
2022
Q2 		$612K Buy
3,110
+1
+0% +$207 0.37% 30
2022
Q1 		$689K Buy
3,109
+3
+0.1% +$649 0.38% 33
2021
Q4 		$673K Buy
+3,106
New +$667K 0.45% 29

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

Burton Enright Welch's V Position: Q2 2026 in Review

Burton Enright Welch reduced its Visa (V) stake by 8.2% in Q2 2026, selling an estimated $109K and leaving 3,797 shares worth $1.3M. The position accounts for 0.15% of the portfolio, ranked #61.

Burton Enright Welch first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.38M in Q2 2025. 4,559 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Burton Enright Welch held 3,797 shares of Visa worth $1.3M as of Q2 2026.
  • Burton Enright Welch sold 339 Visa shares in Q2 2026, an estimated $109K.
  • Visa made up 0.15% of Burton Enright Welch's portfolio in Q2 2026, its #61 holding.
  • Burton Enright Welch first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • Burton Enright Welch's Visa position peaked at $1.38M in Q2 2025.
  • 4,559 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.