Fulcrum Capital’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $639K | Hold |
1,863
| – | – | 0.13% | 58 |
|
|
2026
Q1 | $563K | Sell |
1,863
-16
| -0.9% | -$5.14K | 0.12% | 58 |
|
|
2025
Q4 | $659K | Hold |
1,879
| – | – | 0.13% | 54 |
|
|
2025
Q3 | $641K | Sell |
1,879
-2,773
| -60% | -$960K | 0.13% | 53 |
|
|
2025
Q2 | $1.65M | Sell |
4,652
-104
| -2% | -$36.2K | 0.35% | 44 |
|
|
2025
Q1 | $1.67M | Sell |
4,756
-1,001
| -17% | -$339K | 0.37% | 40 |
|
|
2024
Q4 | $1.82M | Sell |
5,757
-132
| -2% | -$39.7K | 0.38% | 41 |
|
|
2024
Q3 | $1.62M | Sell |
5,889
-207
| -3% | -$56K | 0.35% | 44 |
|
|
2024
Q2 | $1.6M | Hold |
6,096
| – | – | 0.36% | 42 |
|
|
2024
Q1 | $1.7M | Buy |
6,096
+96
| +2% | +$26.5K | 0.4% | 42 |
|
|
2023
Q4 | $1.56M | Sell |
6,000
-72
| -1% | -$17.7K | 0.4% | 42 |
|
|
2023
Q3 | $1.4M | Sell |
6,072
-23
| -0.4% | -$5.53K | 0.41% | 43 |
|
|
2023
Q2 | $1.45M | Sell |
6,095
-1,776
| -23% | -$406K | 0.38% | 44 |
|
|
2023
Q1 | $1.77M | Buy |
7,871
+2,835
| +56% | +$631K | 0.48% | 43 |
|
|
2022
Q4 | $1.05M | Buy |
5,036
+1,450
| +40% | +$292K | 0.3% | 52 |
|
|
2022
Q3 | $637K | Hold |
3,586
| – | – | 0.19% | 57 |
|
|
2022
Q2 | $706K | Sell |
3,586
-367
| -9% | -$75.8K | 0.22% | 50 |
|
|
2022
Q1 | $877K | Sell |
3,953
-60
| -1% | -$13K | 0.23% | 42 |
|
|
2021
Q4 | $870K | Sell |
4,013
-169
| -4% | -$36.3K | 0.19% | 49 |
|
|
2021
Q3 | $932K | Buy |
4,182
+33
| +0.8% | +$7.74K | 0.22% | 48 |
|
|
2021
Q2 | $970K | Sell |
4,149
-25
| -0.6% | -$5.71K | 0.24% | 43 |
|
|
2021
Q1 | $884K | Buy |
4,174
+383
| +10% | +$80.6K | 0.25% | 43 |
|
|
2020
Q4 | $829K | Buy |
3,791
+310
| +9% | +$63.4K | 0.25% | 39 |
|
|
2020
Q3 | $696K | Sell |
3,481
-707
| -17% | -$141K | 0.25% | 38 |
|
|
2020
Q2 | $809K | Buy |
4,188
+1,072
| +34% | +$196K | 0.31% | 37 |
|
|
2020
Q1 | $502K | Sell |
3,116
-100
| -3% | -$18.8K | 0.23% | 43 |
|
|
2019
Q4 | $604K | Hold |
3,216
| – | – | 0.19% | 45 |
|
|
2019
Q3 | $553K | Buy |
3,216
+1,219
| +61% | +$217K | 0.19% | 44 |
|
|
2019
Q2 | $347K | Buy |
1,997
+386
| +24% | +$63.2K | 0.13% | 49 |
|
|
2019
Q1 | $252K | Buy |
1,611
+1
| +0.1% | +$144 | 0.1% | 53 |
|
|
2018
Q4 | $212K | Sell |
1,610
-401
| -20% | -$55.4K | 0.1% | 52 |
|
|
2018
Q3 | $302K | Buy |
+2,011
| New | +$286K | 0.12% | 55 |
|
|
2018
Q2 | – | Sell |
-2,011
| Closed | -$241K | – | 60 |
|
|
2018
Q1 | $241K | Hold |
2,011
| – | – | 0.08% | 63 |
|
|
2017
Q4 | $229K | Buy |
+2,011
| New | +$222K | 0.07% | 71 |
|
Other funds holding V
Fulcrum Capital's V Position: Q2 2026 in Review
Fulcrum Capital held its Visa (V) position steady in Q2 2026 at 1,863 shares worth $639K. The position accounts for 0.13% of the portfolio, ranked #58.
Fulcrum Capital first reported a position in V in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.82M in Q4 2024. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.
- Fulcrum Capital held 1,863 shares of Visa worth $639K as of Q2 2026.
- Fulcrum Capital left its Visa share count unchanged in Q2 2026.
- Visa made up 0.13% of Fulcrum Capital's portfolio in Q2 2026, its #58 holding.
- Fulcrum Capital first reported a position in Visa in Q4 2017 and has held it in 34 quarters since.
- Fulcrum Capital's Visa position peaked at $1.82M in Q4 2024.
- 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.
Based on Fulcrum Capital's 13F filing for Q2 2026, filed 21 Jul 2026.