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
Q2 		$2.91M Buy
8,492
+1,943
+30% +$624K 1.17% 25
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 $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

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

Fogel Capital Management increased its Visa (V) stake by 30% in Q2 2026, buying an estimated $624K and bringing the position to 8,492 shares worth $2.91M. The position accounts for 1.17% of the portfolio, ranked #25.

Fogel Capital Management first reported a position in V in Q2 2025 and has held it in 5 quarters since. 4,577 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Fogel Capital Management held 8,492 shares of Visa worth $2.91M as of Q2 2026.
  • Fogel Capital Management bought 1,943 Visa shares in Q2 2026, an estimated $624K.
  • Visa made up 1.17% of Fogel Capital Management's portfolio in Q2 2026, its #25 holding.
  • Fogel Capital Management first reported a position in Visa in Q2 2025 and has held it in 5 quarters since.
  • 4,577 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Fogel Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.