DLK Investment Management’s Visa V Stock Holding History

DLK Investment Management’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	$8.37M	Buy	31,906 +782	+3%	+$251K	3.56%	5
2026 Q1	$9.41M	Buy	31,124 +308	+1%	+$99K	3.72%	4
2025 Q4	$10.8M	Buy	30,816 +317	+1%	+$108K	4.02%	4
2025 Q3	$10.4M	Sell	30,499 -186	-0.6%	-$64.4K	3.92%	4
2025 Q2	$10.9M	Sell	30,685 -134	-0.4%	-$46.7K	4.12%	4
2025 Q1	$10.8M	Sell	30,819 -502	-2%	-$170K	4.52%	3
2024 Q4	$9.9M	Sell	31,321 -140	-0.4%	-$42.1K	4.14%	4
2024 Q3	$8.65M	Sell	31,461 -445	-1%	-$120K	3.31%	5
2024 Q2	$8.37M	Buy	31,906 +104	+0.3%	+$28.5K	3.46%	5
2024 Q1	$8.88M	Buy	31,802 +452	+1%	+$125K	3.77%	5
2023 Q4	$8.16M	Buy	+31,350	New	+$7.73M	3.72%	5

Other funds holding V

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

DLK Investment Management's V Position: Q2 2026 in Review

DLK Investment Management increased its Visa (V) stake by 2.5% in Q2 2026, buying an estimated $251K and bringing the position to 31,906 shares worth $8.37M. The position accounts for 3.56% of the portfolio, ranked #5.

DLK Investment Management first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.9M in Q2 2025. 1,216 funds tracked by Wall St. Rank hold V as of Q2 2026.

DLK Investment Management held 31,906 shares of Visa worth $8.37M as of Q2 2026.
DLK Investment Management bought 782 Visa shares in Q2 2026, an estimated $251K.
Visa made up 3.56% of DLK Investment Management's portfolio in Q2 2026, its #5 holding.
DLK Investment Management first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
DLK Investment Management's Visa position peaked at $10.9M in Q2 2025.
1,216 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on DLK Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.