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DSG Capital Advisors’s Visa V Stock Holding History

DSG Capital Advisors’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 		$14.7M Buy
41,235
+586
+1% +$188K 2.08% 14
2026
Q1 		$12.3M Buy
40,649
+2
+0% +$643 1.96% 16
2025
Q4 		$13.3M Buy
40,647
+2,152
+6% +$733K 2.03% 14
2025
Q3 		$13.1M Buy
38,495
+2,958
+8% +$1.02M 2.09% 15
2025
Q2 		$12.6M Buy
35,537
+176
+0.5% +$61.3K 2.24% 15
2025
Q1 		$12.4M Buy
35,361
+105
+0.3% +$35.5K 2.5% 11
2024
Q4 		$11.1M Buy
+35,256
New +$10.6M 2.02% 14

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

DSG Capital Advisors's V Position: Q2 2026 in Review

DSG Capital Advisors increased its Visa (V) stake by 1.4% in Q2 2026, buying an estimated $188K and bringing the position to 41,235 shares worth $14.7M. The position accounts for 2.08% of the portfolio, ranked #14.

DSG Capital Advisors first reported a position in V in Q4 2024 and has held it in 7 quarters since. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • DSG Capital Advisors held 41,235 shares of Visa worth $14.7M as of Q2 2026.
  • DSG Capital Advisors bought 586 Visa shares in Q2 2026, an estimated $188K.
  • Visa made up 2.08% of DSG Capital Advisors's portfolio in Q2 2026, its #14 holding.
  • DSG Capital Advisors first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on DSG Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.