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Cardinal Point Capital Management’s Visa V Stock Holding History

Cardinal Point 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 		$7.55M Sell
22,017
-65
-0.3% -$20.9K 0.43% 56
2026
Q1 		$6.67M Sell
22,082
-522
-2% -$168K 0.41% 56
2025
Q4 		$7.93M Buy
22,604
+220
+1% +$75K 0.52% 49
2025
Q3 		$7.65M Sell
22,384
-179
-0.8% -$62K 0.54% 48
2025
Q2 		$8.01M Buy
22,563
+19,326
+597% +$6.74M 0.63% 38
2025
Q1 		$5.43M Buy
3,237
+47
+1% +$15.9K 0.5% 52
2024
Q4 		$1.01M Buy
3,190
+1,784
+127% +$536K 0.16% 36
2024
Q3 		$387K Buy
+1,406
New +$380K 0.06% 63
2023
Q2 		– Sell
-1,902
Closed -$429K – 80
2023
Q1 		$429K Buy
1,902
+590
+45% +$131K 0.13% 56
2022
Q4 		$273K Buy
+1,312
New +$265K 0.09% 58

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

Cardinal Point Capital Management's V Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its Visa (V) stake by 0.29% in Q2 2026, selling an estimated $20.9K and leaving 22,017 shares worth $7.55M. The position accounts for 0.43% of the portfolio, ranked #56.

Cardinal Point Capital Management first reported a position in V in Q4 2022 and has held it in 10 quarters since. The position peaked at $8.01M in Q2 2025. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Cardinal Point Capital Management held 22,017 shares of Visa worth $7.55M as of Q2 2026.
  • Cardinal Point Capital Management sold 65 Visa shares in Q2 2026, an estimated $20.9K.
  • Visa made up 0.43% of Cardinal Point Capital Management's portfolio in Q2 2026, its #56 holding.
  • Cardinal Point Capital Management first reported a position in Visa in Q4 2022 and has held it in 10 quarters since.
  • Cardinal Point Capital Management's Visa position peaked at $8.01M in Q2 2025.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.