DCM
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Dorato Capital Management’s Visa V Stock Holding History

Dorato Capital 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 		$31.4K Hold
90
– – 0.02% 201
2026
Q1 		$27.8K Hold
90
– – 0.02% 200
2025
Q4 		$29.6K Buy
+90
New +$30.7K 0.02% 191

Other funds holding V

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Dorato Capital Management's V Position: Q2 2026 in Review

Dorato Capital Management held its Visa (V) position steady in Q2 2026 at 90 shares worth $31.4K. The position accounts for 0.02% of the portfolio, ranked #201.

Dorato Capital Management first reported a position in V in Q4 2025 and has held it in 3 quarters since. 2,796 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Dorato Capital Management held 90 shares of Visa worth $31.4K as of Q2 2026.
  • Dorato Capital Management left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.02% of Dorato Capital Management's portfolio in Q2 2026, its #201 holding.
  • Dorato Capital Management first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • 2,796 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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