DI
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Disciplined Investors’s Visa V Stock Holding History

Disciplined Investors’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 		$610K Sell
1,778
-54
-3% -$17.3K 0.31% 68
2026
Q1 		$554K Buy
1,832
+4
+0.2% +$1.29K 0.33% 63
2025
Q4 		$641K Buy
1,828
+1
+0.1% +$341 0.42% 58
2025
Q3 		$624K Buy
1,827
+134
+8% +$46.4K 0.44% 52
2025
Q2 		$601K Hold
1,693
– – 0.47% 54
2025
Q1 		$593K Buy
1,693
+1
+0.1% +$338 0.54% 47
2024
Q4 		$519K Buy
+1,692
New +$509K 0.5% 51

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

Disciplined Investors's V Position: Q2 2026 in Review

Disciplined Investors reduced its Visa (V) stake by 2.9% in Q2 2026, selling an estimated $17.3K and leaving 1,778 shares worth $610K. The position accounts for 0.31% of the portfolio, ranked #68.

Disciplined Investors first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $641K in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Disciplined Investors held 1,778 shares of Visa worth $610K as of Q2 2026.
  • Disciplined Investors sold 54 Visa shares in Q2 2026, an estimated $17.3K.
  • Visa made up 0.31% of Disciplined Investors's portfolio in Q2 2026, its #68 holding.
  • Disciplined Investors first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Disciplined Investors's Visa position peaked at $641K in Q4 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Disciplined Investors's 13F filing for Q2 2026, filed 11 Aug 2026.