CCG
V icon

Coastwise Capital Group’s Visa V Stock Holding History

Coastwise Capital Group’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 		$672K Sell
1,958
-66
-3% -$21.2K 0.39% 59
2026
Q1 		$612K Buy
2,024
+507
+33% +$163K 0.34% 59
2025
Q4 		$532K Buy
1,517
+2
+0.1% +$681 0.27% 80
2025
Q3 		$517K Buy
1,515
+102
+7% +$35.3K 0.36% 65
2025
Q2 		$502K Sell
1,413
-546
-28% -$190K 0.4% 58
2025
Q1 		$686K Sell
1,959
-298
-13% -$101K 0.58% 47
2024
Q4 		$713K Sell
2,257
-3
-0.1% -$902 0.57% 47
2024
Q3 		$621K Buy
2,260
+435
+24% +$118K 0.51% 55
2024
Q2 		$479K Buy
1,825
+2
+0.1% +$548 0.46% 59
2024
Q1 		$509K Buy
1,823
+36
+2% +$9.94K 0.47% 63
2023
Q4 		$465K Buy
1,787
+12
+0.7% +$2.96K 0.47% 61
2023
Q3 		$408K Buy
1,775
+601
+51% +$144K 0.47% 66
2023
Q2 		$279K Buy
1,174
+1
+0.1% +$229 0.32% 87
2023
Q1 		$265K Sell
1,173
-100
-8% -$22.3K 0.3% 89
2022
Q4 		$264K Buy
1,273
+1
+0.1% +$202 0.31% 89
2022
Q3 		$226K Sell
1,272
-43
-3% -$8.75K 0.36% 84
2022
Q2 		$259K Buy
1,315
+201
+18% +$41.5K 0.32% 86
2022
Q1 		$247K Buy
+1,114
New +$241K 0.31% 84

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

Coastwise Capital Group's V Position: Q2 2026 in Review

Coastwise Capital Group reduced its Visa (V) stake by 3.3% in Q2 2026, selling an estimated $21.2K and leaving 1,958 shares worth $672K. The position accounts for 0.39% of the portfolio, ranked #59.

Coastwise Capital Group first reported a position in V in Q1 2022 and has held it in 18 quarters since. The position peaked at $713K in Q4 2024. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Coastwise Capital Group held 1,958 shares of Visa worth $672K as of Q2 2026.
  • Coastwise Capital Group sold 66 Visa shares in Q2 2026, an estimated $21.2K.
  • Visa made up 0.39% of Coastwise Capital Group's portfolio in Q2 2026, its #59 holding.
  • Coastwise Capital Group first reported a position in Visa in Q1 2022 and has held it in 18 quarters since.
  • Coastwise Capital Group's Visa position peaked at $713K in Q4 2024.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.