DPI
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Diversified Portfolios Inc’s Visa V Stock Holding History

Diversified Portfolios Inc’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 		$638K Buy
1,860
+76
+4% +$24.4K 0.05% 127
2026
Q1 		$539K Sell
1,784
-272
-13% -$87.5K 0.04% 122
2025
Q4 		$721K Buy
2,056
+105
+5% +$35.8K 0.06% 110
2025
Q3 		$666K Buy
1,951
+222
+13% +$76.8K 0.06% 106
2025
Q2 		$614K Buy
1,729
+36
+2% +$12.5K 0.06% 105
2025
Q1 		$593K Sell
1,693
-890
-34% -$301K 0.06% 100
2024
Q4 		$816K Buy
2,583
+73
+3% +$22K 0.09% 85
2024
Q3 		$690K Buy
2,510
+17
+0.7% +$4.6K 0.08% 93
2024
Q2 		$654K Sell
2,493
-180
-7% -$49.3K 0.09% 92
2024
Q1 		$746K Sell
2,673
-4
-0.1% -$1.1K 0.11% 76
2023
Q4 		$697K Sell
2,677
-9
-0.3% -$2.22K 0.11% 78
2023
Q3 		$618K Sell
2,686
-341
-11% -$82K 0.12% 74
2023
Q2 		$719K Hold
3,027
– – 0.14% 73
2023
Q1 		$683K Sell
3,027
-205
-6% -$45.6K 0.15% 75
2022
Q4 		$671K Hold
3,232
– – 0.15% 73
2022
Q3 		$574K Buy
3,232
+1,454
+82% +$296K 0.15% 72
2022
Q2 		$350K Sell
1,778
-1,349
-43% -$279K 0.1% 97
2022
Q1 		$694K Sell
3,127
-415
-12% -$89.8K 0.17% 71
2021
Q4 		$768K Hold
3,542
– – 0.18% 66
2021
Q3 		$789K Sell
3,542
-250
-7% -$58.6K 0.22% 52
2021
Q2 		$887K Buy
3,792
+2,000
+112% +$457K 0.33% 39
2021
Q1 		$379K Hold
1,792
– – 0.12% 68
2020
Q4 		$392K Buy
1,792
+409
+30% +$83.7K 0.14% 60
2020
Q3 		$277K Hold
1,383
– – 0.12% 59
2020
Q2 		$267K Hold
1,383
– – 0.13% 52
2020
Q1 		$223K Hold
1,383
– – 0.12% 51
2019
Q4 		$260K Hold
1,383
– – 0.12% 51
2019
Q3 		$238K Hold
1,383
– – 0.12% 53
2019
Q2 		$240K Hold
1,383
– – 0.13% 48
2019
Q1 		$216K Buy
+1,383
New +$199K 0.12% 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

Diversified Portfolios Inc's V Position: Q2 2026 in Review

Diversified Portfolios Inc increased its Visa (V) stake by 4.3% in Q2 2026, buying an estimated $24.4K and bringing the position to 1,860 shares worth $638K. The position accounts for 0.05% of the portfolio, ranked #127.

Diversified Portfolios Inc first reported a position in V in Q1 2019 and has held it in 30 quarters since. The position peaked at $887K in Q2 2021. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Diversified Portfolios Inc held 1,860 shares of Visa worth $638K as of Q2 2026.
  • Diversified Portfolios Inc bought 76 Visa shares in Q2 2026, an estimated $24.4K.
  • Visa made up 0.05% of Diversified Portfolios Inc's portfolio in Q2 2026, its #127 holding.
  • Diversified Portfolios Inc first reported a position in Visa in Q1 2019 and has held it in 30 quarters since.
  • Diversified Portfolios Inc's Visa position peaked at $887K in Q2 2021.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.