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 $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

Fulcrum Asset Management's V Position: Q2 2026 in Review

Fulcrum Asset Management reduced its Visa (V) stake by 42% in Q2 2026, selling an estimated $3.35M and leaving 14,554 shares worth $4.97M. The position accounts for 0.5% of the portfolio, ranked #51.

Fulcrum Asset Management first reported a position in V in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.96M in Q2 2025. 4,582 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Fulcrum Asset Management held 14,554 shares of Visa worth $4.97M as of Q2 2026.
  • Fulcrum Asset Management sold 10,422 Visa shares in Q2 2026, an estimated $3.35M.
  • Visa made up 0.5% of Fulcrum Asset Management's portfolio in Q2 2026, its #51 holding.
  • Fulcrum Asset Management first reported a position in Visa in Q2 2025 and has held it in 5 quarters since.
  • Fulcrum Asset Management's Visa position peaked at $8.96M in Q2 2025.
  • 4,582 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.