Creative Capital Management Investments’s Visa V Stock Holding History

Creative Capital Management Investments’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	$150K	Buy	436 +112	+35%	+$36K	0.03%	106
2026 Q1	$97.9K	Hold	324	–	–	0.03%	90
2025 Q4	$114K	Hold	324	–	–	0.03%	82
2025 Q3	$111K	Buy	324 +26	+9%	+$9K	0.04%	81
2025 Q2	$106K	Hold	298	–	–	0.04%	81
2025 Q1	$104K	Sell	298 -1,102	-79%	-$373K	0.04%	75
2024 Q4	$442K	Sell	1,400 -25	-2%	-$7.52K	0.19%	29
2024 Q3	$392K	Hold	1,425	–	–	0.16%	29
2024 Q2	$374K	Hold	1,425	–	–	0.18%	25
2024 Q1	$398K	Hold	1,425	–	–	0.21%	25
2023 Q4	$371K	Hold	1,425	–	–	0.21%	24
2023 Q3	$328K	Hold	1,425	–	–	0.22%	25
2023 Q2	$338K	Hold	1,425	–	–	0.24%	27
2023 Q1	$321K	Buy	1,425 +25	+2%	+$5.57K	0.23%	30
2022 Q4	$291K	Buy	+1,400	New	+$282K	0.25%	26

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

Creative Capital Management Investments's V Position: Q2 2026 in Review

Creative Capital Management Investments increased its Visa (V) stake by 35% in Q2 2026, buying an estimated $36K and bringing the position to 436 shares worth $150K. The position accounts for 0.03% of the portfolio, ranked #106.

Creative Capital Management Investments first reported a position in V in Q4 2022 and has held it in 15 quarters since. The position peaked at $442K in Q4 2024. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

Creative Capital Management Investments held 436 shares of Visa worth $150K as of Q2 2026.
Creative Capital Management Investments bought 112 Visa shares in Q2 2026, an estimated $36K.
Visa made up 0.03% of Creative Capital Management Investments's portfolio in Q2 2026, its #106 holding.
Creative Capital Management Investments first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
Creative Capital Management Investments's Visa position peaked at $442K in Q4 2024.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.