FCM
V icon

Fogel Capital Management’s Visa V Stock Holding History

Fogel 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
Q1 		$1.98M Buy
6,549
+1,517
+30% +$488K 0.91% 24
2025
Q4 		$1.76M Buy
5,032
+3,718
+283% +$1.27M 0.81% 26
2025
Q3 		$449K Buy
1,314
+545
+71% +$189K 0.21% 37
2025
Q2 		$273K Buy
+769
New +$268K 0.15% 42

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fogel Capital Management's V Position: Q1 2026 in Review

Fogel Capital Management increased its Visa (V) stake by 30% in Q1 2026, buying an estimated $488K and bringing the position to 6,549 shares worth $1.98M. The position accounts for 0.91% of the portfolio, ranked #24.

Fogel Capital Management first reported a position in V in Q2 2025 and has held it in 4 quarters since. 4,449 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Fogel Capital Management held 6,549 shares of Visa worth $1.98M as of Q1 2026.
  • Fogel Capital Management bought 1,517 Visa shares in Q1 2026, an estimated $488K.
  • Visa made up 0.91% of Fogel Capital Management's portfolio in Q1 2026, its #24 holding.
  • Fogel Capital Management first reported a position in Visa in Q2 2025 and has held it in 4 quarters since.
  • 4,449 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Fogel Capital Management's 13F filing for Q1 2026, filed 13 May 2026.