EC
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EdgeRock Capital’s Visa V Stock Holding History

EdgeRock Capital’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 		$869K Buy
2,532
+270
+12% +$86.7K 0.2% 54
2026
Q1 		$686K Buy
2,262
+123
+6% +$39.6K 0.19% 54
2025
Q4 		$750K Buy
2,139
+43
+2% +$14.7K 0.2% 51
2025
Q3 		$716K Buy
2,096
+80
+4% +$27.7K 0.2% 53
2025
Q2 		$711K Buy
2,016
+92
+5% +$32.1K 0.23% 50
2025
Q1 		$675K Buy
1,924
+67
+4% +$22.7K 0.48% 32
2024
Q4 		$587K Sell
1,857
-92
-5% -$27.7K 0.38% 39
2024
Q3 		$536K Buy
1,949
+103
+6% +$27.8K 0.38% 39
2024
Q2 		$485K Buy
1,846
+322
+21% +$88.3K 0.38% 32
2024
Q1 		$425K Sell
1,524
-147
-9% -$40.6K 0.34% 37
2023
Q4 		$463K Buy
1,671
+672
+67% +$166K 0.34% 33
2023
Q3 		$230K Buy
+999
New +$240K 0.14% 52
2023
Q2 		– Sell
-1,002
Closed -$226K – 67
2023
Q1 		$226K Buy
+1,002
New +$223K 0.12% 60
2022
Q4 		– Sell
-929
Closed -$165K – 375
2022
Q3 		$165K Buy
+929
New +$189K 0.09% 64

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

EdgeRock Capital's V Position: Q2 2026 in Review

EdgeRock Capital increased its Visa (V) stake by 12% in Q2 2026, buying an estimated $86.7K and bringing the position to 2,532 shares worth $869K. The position accounts for 0.2% of the portfolio, ranked #54.

EdgeRock Capital first reported a position in V in Q3 2022 and has held it in 14 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • EdgeRock Capital held 2,532 shares of Visa worth $869K as of Q2 2026.
  • EdgeRock Capital bought 270 Visa shares in Q2 2026, an estimated $86.7K.
  • Visa made up 0.2% of EdgeRock Capital's portfolio in Q2 2026, its #54 holding.
  • EdgeRock Capital first reported a position in Visa in Q3 2022 and has held it in 14 quarters since.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on EdgeRock Capital's 13F filing for Q2 2026, filed 24 Jul 2026.