FAM
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Fulcrum Asset Management’s Visa V Stock Holding History

Fulcrum 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
2025
Q2 		– Sell
-23,677
Closed -$6.43M – 370
2025
Q1 		$6.43M Buy
+23,677
New +$8.01M 1.25% 21

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

Fulcrum Asset Management's V Position: Q1 2026 in Review

Fulcrum Asset Management increased its Visa (V) stake by 4.7% in Q1 2026, buying an estimated $360K and bringing the position to 24,976 shares worth $7.48M. The position accounts for 1.13% of the portfolio, ranked #26.

Fulcrum Asset Management first reported a position in V in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.96M in Q2 2025. 4,448 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Fulcrum Asset Management held 24,976 shares of Visa worth $7.48M as of Q1 2026.
  • Fulcrum Asset Management bought 1,120 Visa shares in Q1 2026, an estimated $360K.
  • Visa made up 1.13% of Fulcrum Asset Management's portfolio in Q1 2026, its #26 holding.
  • Fulcrum Asset Management first reported a position in Visa in Q2 2025 and has held it in 4 quarters since.
  • Fulcrum Asset Management's Visa position peaked at $8.96M in Q2 2025.
  • 4,448 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.