Chartist Inc’s Visa V Stock Holding History

Chartist Inc’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	$264K	Hold	770	–	–	0.16%	18
2026 Q1	$233K	Hold	770	–	–	0.17%	17
2025 Q4	$270K	Hold	770	–	–	0.18%	17
2025 Q3	$263K	Buy	+770	New	+$266K	0.18%	19
2024 Q4	$243K	Hold	770	–	–	0.13%	23
2024 Q3	$212K	Hold	770	–	–	0.11%	25
2024 Q2	$202K	Hold	770	–	–	0.1%	28
2024 Q1	$215K	Sell	770 -40	-5%	-$11K	0.11%	26
2023 Q4	$211K	Buy	+810	New	+$200K	0.11%	26
2015 Q1	–	Sell	-6,008	Closed	-$398K	–	56
2014 Q4	$398K	Buy	+6,008	New	+$362K	0.19%	42
2014 Q3	–	Sell	-6,008	Closed	-$323K	–	58
2014 Q2	$323K	Buy	+6,008	New	+$314K	0.16%	44
2014 Q1	–	Sell	-6,008	Closed	-$333K	–	54
2013 Q4	$333K	Buy	6,008 +80	+1%	+$4.03K	0.17%	41
2013 Q3	$285K	Hold	5,928	–	–	0.16%	39
2013 Q2	$276K	Buy	+5,928	New	+$259K	0.16%	39

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Chartist Inc's V Position: Q2 2026 in Review

Chartist Inc held its Visa (V) position steady in Q2 2026 at 770 shares worth $264K. The position accounts for 0.16% of the portfolio, ranked #18.

Chartist Inc first reported a position in V in Q2 2013 and has held it in 14 quarters since. The position peaked at $398K in Q4 2014. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

Chartist Inc held 770 shares of Visa worth $264K as of Q2 2026.
Chartist Inc left its Visa share count unchanged in Q2 2026.
Visa made up 0.16% of Chartist Inc's portfolio in Q2 2026, its #18 holding.
Chartist Inc first reported a position in Visa in Q2 2013 and has held it in 14 quarters since.
Chartist Inc's Visa position peaked at $398K in Q4 2014.
4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Chartist Inc's 13F filing for Q2 2026, filed 14 Aug 2026.