Courage Miller Partners’s Visa V Stock Holding History

Courage Miller Partners’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	$320K	Hold	932	–	–	0.08%	78
2026 Q1	$282K	Hold	932	–	–	0.08%	82
2025 Q4	$327K	Sell	932 -268	-22%	-$91.3K	0.1%	71
2025 Q3	$410K	Hold	1,200	–	–	0.12%	58
2025 Q2	$426K	Hold	1,200	–	–	0.14%	59
2025 Q1	$421K	Hold	1,200	–	–	0.14%	60
2024 Q4	$379K	Hold	1,200	–	–	0.13%	63
2024 Q3	$330K	Hold	1,200	–	–	0.11%	66
2024 Q2	$315K	Hold	1,200	–	–	0.11%	67
2024 Q1	$335K	Hold	1,200	–	–	0.12%	71
2023 Q4	$312K	Hold	1,200	–	–	0.12%	68
2023 Q3	$276K	Hold	1,200	–	–	0.11%	69
2023 Q2	$285K	Hold	1,200	–	–	0.12%	69
2023 Q1	$271K	Hold	1,200	–	–	0.11%	69
2022 Q4	$249K	Hold	1,200	–	–	0.11%	65
2022 Q3	$213K	Hold	1,200	–	–	0.11%	65
2022 Q2	$236K	Hold	1,200	–	–	0.11%	64
2022 Q1	$266K	Hold	1,200	–	–	0.11%	66
2021 Q4	$260K	Hold	1,200	–	–	0.1%	73
2021 Q3	$267K	Sell	1,200 -80	-6%	-$18.8K	0.11%	71
2021 Q2	$299K	Hold	1,280	–	–	0.12%	70
2021 Q1	$271K	Hold	1,280	–	–	0.12%	73
2020 Q4	$280K	Hold	1,280	–	–	0.13%	72
2020 Q3	$247K	Hold	1,280	–	–	0.13%	71
2020 Q2	$247K	Buy	+1,280	New	+$234K	0.13%	71
2020 Q1	–	Sell	-1,200	Closed	-$225K	–	73
2019 Q4	$225K	Buy	+1,200	New	+$216K	0.12%	72

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

Courage Miller Partners's V Position: Q2 2026 in Review

Courage Miller Partners held its Visa (V) position steady in Q2 2026 at 932 shares worth $320K. The position accounts for 0.08% of the portfolio, ranked #78.

Courage Miller Partners first reported a position in V in Q4 2019 and has held it in 26 quarters since. The position peaked at $426K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

Courage Miller Partners held 932 shares of Visa worth $320K as of Q2 2026.
Courage Miller Partners left its Visa share count unchanged in Q2 2026.
Visa made up 0.08% of Courage Miller Partners's portfolio in Q2 2026, its #78 holding.
Courage Miller Partners first reported a position in Visa in Q4 2019 and has held it in 26 quarters since.
Courage Miller Partners's Visa position peaked at $426K in Q2 2025.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Courage Miller Partners's 13F filing for Q2 2026, filed 23 Jul 2026.