EMAM
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Encompass More Asset Management’s Visa V Stock Holding History

Encompass More Asset 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 		$363K Sell
1,057
-150
-12% -$48.2K 0.05% 203
2026
Q1 		$365K Buy
1,207
+107
+10% +$34.4K 0.06% 174
2025
Q4 		$386K Buy
1,100
+375
+52% +$128K 0.07% 173
2025
Q3 		$247K Sell
725
-100
-12% -$34.6K 0.05% 209
2025
Q2 		$293K Buy
825
+45
+6% +$15.7K 0.07% 162
2025
Q1 		$274K Sell
780
-55
-7% -$18.6K 0.08% 156
2024
Q4 		$264K Sell
835
-96
-10% -$28.9K 0.09% 161
2024
Q3 		$256K Buy
+931
New +$252K 0.1% 157

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

Encompass More Asset Management's V Position: Q2 2026 in Review

Encompass More Asset Management reduced its Visa (V) stake by 12% in Q2 2026, selling an estimated $48.2K and leaving 1,057 shares worth $363K. The position accounts for 0.05% of the portfolio, ranked #203.

Encompass More Asset Management first reported a position in V in Q3 2024 and has held it in 8 quarters since. The position peaked at $386K in Q4 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Encompass More Asset Management held 1,057 shares of Visa worth $363K as of Q2 2026.
  • Encompass More Asset Management sold 150 Visa shares in Q2 2026, an estimated $48.2K.
  • Visa made up 0.05% of Encompass More Asset Management's portfolio in Q2 2026, its #203 holding.
  • Encompass More Asset Management first reported a position in Visa in Q3 2024 and has held it in 8 quarters since.
  • Encompass More Asset Management's Visa position peaked at $386K in Q4 2025.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.