ECM
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Ebert Capital Management’s Visa V Stock Holding History

Ebert 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 		$2.46M Buy
7,173
+188
+3% +$60.4K 2.31% 11
2026
Q1 		$2.11M Sell
6,985
-3
-0% -$965 2.16% 12
2025
Q4 		$2.25M Buy
+6,988
New +$2.38M 2.18% 11

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

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

Ebert Capital Management increased its Visa (V) stake by 2.7% in Q2 2026, buying an estimated $60.4K and bringing the position to 7,173 shares worth $2.46M. The position accounts for 2.31% of the portfolio, ranked #11.

Ebert Capital Management first reported a position in V in Q4 2025 and has held it in 3 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Ebert Capital Management held 7,173 shares of Visa worth $2.46M as of Q2 2026.
  • Ebert Capital Management bought 188 Visa shares in Q2 2026, an estimated $60.4K.
  • Visa made up 2.31% of Ebert Capital Management's portfolio in Q2 2026, its #11 holding.
  • Ebert Capital Management first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Ebert Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.