Fountainhead AM
V icon

Fountainhead AM’s Visa V Stock Holding History

Fountainhead AM’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
Q3 		$644K Buy
1,791
+135
+8% +$49.3K 0.45% 53
2026
Q2 		$568K Buy
1,656
+898
+118% +$288K 0.42% 49
2026
Q1 		$229K Buy
758
+568
+299% +$183K 0.21% 84
2025
Q4 		$66.7K Sell
190
-5,180
-96% -$1.76M 0.1% 94
2025
Q3 		$1.83M Sell
5,370
-196
-4% -$67.8K 0.24% 53
2025
Q2 		$1.98M Buy
5,566
+194
+4% +$67.6K 0.29% 46
2025
Q1 		$1.88M Buy
5,372
+318
+6% +$108K 0.31% 39
2024
Q4 		$1.6M Buy
5,054
+116
+2% +$34.9K 0.29% 45
2024
Q3 		$1.36M Buy
4,938
+713
+17% +$193K 0.29% 43
2024
Q2 		$1.11M Buy
4,225
+100
+2% +$27.4K 0.26% 43
2024
Q1 		$1.15M Sell
4,125
-1,038
-20% -$287K 0.28% 40
2023
Q4 		$1.34M Buy
5,163
+359
+7% +$88.5K 0.37% 34
2023
Q3 		$1.11M Buy
4,804
+2,843
+145% +$683K 0.39% 31
2023
Q2 		$466K Sell
1,961
-136
-6% -$31.1K 0.17% 47
2023
Q1 		$473K Sell
2,097
-47
-2% -$10.5K 0.19% 46
2022
Q4 		$445K Buy
2,144
+132
+7% +$26.6K 0.2% 43
2022
Q3 		$357K Sell
2,012
-18
-0.9% -$3.66K 0.18% 47
2022
Q2 		$400K Buy
2,030
+4
+0.2% +$827 0.22% 40
2022
Q1 		$449K Buy
2,026
+3
+0.1% +$649 0.2% 39
2021
Q4 		$438K Sell
2,023
-6
-0.3% -$1.29K 0.19% 42
2021
Q3 		$452K Sell
2,029
-5
-0.2% -$1.17K 0.22% 37
2021
Q2 		$431K Hold
2,034
– – 0.23% 34
2021
Q1 		$431K Buy
2,034
+174
+9% +$36.6K 0.23% 34
2020
Q4 		$407K Buy
+1,860
New +$381K 0.25% 32

Other funds holding V

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Fountainhead AM's V Position: Q3 2026 in Review

Fountainhead AM increased its Visa (V) stake by 8.2% in Q3 2026, buying an estimated $49.3K and bringing the position to 1,791 shares worth $644K. The position accounts for 0.45% of the portfolio, ranked #53.

Fountainhead AM first reported a position in V in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.98M in Q2 2025. 3,188 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Fountainhead AM held 1,791 shares of Visa worth $644K as of Q3 2026.
  • Fountainhead AM bought 135 Visa shares in Q3 2026, an estimated $49.3K.
  • Visa made up 0.45% of Fountainhead AM's portfolio in Q3 2026, its #53 holding.
  • Fountainhead AM first reported a position in Visa in Q4 2020 and has held it in 24 quarters since.
  • Fountainhead AM's Visa position peaked at $1.98M in Q2 2025.
  • 3,188 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Fountainhead AM's 13F filing for Q3 2026, filed 5 Nov 2026.