David J. Yvars Group’s Visa V Stock Holding History

David J. Yvars 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	$224K	Buy	+653	New	+$210K	0.11%	92
2026 Q1	–	Sell	-653	Closed	-$229K	–	102
2025 Q4	$229K	Buy	653 +29	+5%	+$9.88K	0.12%	81
2025 Q3	$213K	Hold	624	–	–	0.11%	86
2025 Q2	$222K	Hold	624	–	–	0.13%	75
2025 Q1	$219K	Buy	+624	New	+$211K	0.17%	59
2022 Q1	–	Sell	-1,650	Closed	-$359K	–	96
2021 Q4	$359K	Sell	1,650 -1,415	-46%	-$304K	0.22%	54
2021 Q3	$693K	Hold	3,065	–	–	0.4%	39
2021 Q2	$720K	Hold	3,065	–	–	0.4%	40
2021 Q1	$649K	Hold	3,065	–	–	0.41%	38
2020 Q4	$670K	Buy	+3,065	New	+$627K	0.45%	33

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

David J. Yvars Group's V Position: Q2 2026 in Review

David J. Yvars Group opened a new position in Visa (V) in Q2 2026: 653 shares worth $224K. The stake represents 0.11% of the portfolio and ranks #92 among its holdings. This is a return to the name: David J. Yvars Group previously reported a position in V as recently as Q4 2025.

David J. Yvars Group first reported a position in V in Q4 2020 and has held it in 10 quarters since. The position peaked at $720K in Q2 2021. 4,538 funds tracked by Wall St. Rank hold V as of Q2 2026.

David J. Yvars Group held 653 shares of Visa worth $224K as of Q2 2026.
Visa was a new David J. Yvars Group position in Q2 2026.
Visa made up 0.11% of David J. Yvars Group's portfolio in Q2 2026, its #92 holding.
David J. Yvars Group first reported a position in Visa in Q4 2020 and has held it in 10 quarters since.
David J. Yvars Group's Visa position peaked at $720K in Q2 2021.
4,538 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.