EPM
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Elm Partners Management’s Visa V Stock Holding History

Elm Partners 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 		$448K Buy
1,304
+39
+3% +$12.5K 0.02% 111
2026
Q1 		$379K Sell
1,265
-42
-3% -$13.5K 0.02% 112
2025
Q4 		$458K Hold
1,307
– – 0.02% 99
2025
Q3 		$446K Buy
+1,307
New +$452K 0.02% 100

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

Elm Partners Management's V Position: Q2 2026 in Review

Elm Partners Management increased its Visa (V) stake by 3.1% in Q2 2026, buying an estimated $12.5K and bringing the position to 1,304 shares worth $448K. The position accounts for 0.02% of the portfolio, ranked #111.

Elm Partners Management first reported a position in V in Q3 2025 and has held it in 4 quarters since. The position peaked at $458K in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Elm Partners Management held 1,304 shares of Visa worth $448K as of Q2 2026.
  • Elm Partners Management bought 39 Visa shares in Q2 2026, an estimated $12.5K.
  • Visa made up 0.02% of Elm Partners Management's portfolio in Q2 2026, its #111 holding.
  • Elm Partners Management first reported a position in Visa in Q3 2025 and has held it in 4 quarters since.
  • Elm Partners Management's Visa position peaked at $458K in Q4 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.