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Fulcrum Equity Management’s Visa V Stock Holding History

Fulcrum Equity 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 		$388K Buy
1,131
+22
+2% +$7.06K 0.28% 83
2026
Q1 		$335K Sell
1,109
-56
-5% -$18K 0.32% 79
2025
Q4 		$409K Buy
+1,165
New +$397K 0.39% 59
2024
Q3 		– Sell
-762
Closed -$200K – 156
2024
Q2 		$200K Buy
+762
New +$209K 0.18% 129
2022
Q1 		– Sell
-1,338
Closed -$290K – 188
2021
Q4 		$290K Sell
1,338
-49
-4% -$10.5K 0.11% 137
2021
Q3 		$309K Buy
+1,387
New +$325K 0.12% 126
2021
Q1 		– Sell
-9,937
Closed -$2.17M – 209
2020
Q4 		$2.17M Buy
9,937
+1,766
+22% +$361K 0.87% 40
2020
Q3 		$1.63M Buy
8,171
+855
+12% +$171K 0.76% 40
2020
Q2 		$1.41M Buy
7,316
+3,544
+94% +$647K 0.67% 33
2020
Q1 		$608K Buy
3,772
+914
+32% +$172K 0.43% 13
2019
Q4 		$537K Buy
2,858
+94
+3% +$16.9K 0.28% 54
2019
Q3 		$475K Buy
2,764
+291
+12% +$51.8K 0.24% 48
2019
Q2 		$443K Sell
2,473
-236
-9% -$38.6K 0.21% 51
2019
Q1 		$423K Sell
2,709
-3,661
-57% -$528K 0.15% 48
2018
Q4 		$841K Buy
+6,370
New +$880K 0.31% 11

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Fulcrum Equity Management increased its Visa (V) stake by 2% in Q2 2026, buying an estimated $7.06K and bringing the position to 1,131 shares worth $388K. The position accounts for 0.28% of the portfolio, ranked #83.

Fulcrum Equity Management first reported a position in V in Q4 2018 and has held it in 15 quarters since. The position peaked at $2.17M in Q4 2020. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Fulcrum Equity Management held 1,131 shares of Visa worth $388K as of Q2 2026.
  • Fulcrum Equity Management bought 22 Visa shares in Q2 2026, an estimated $7.06K.
  • Visa made up 0.28% of Fulcrum Equity Management's portfolio in Q2 2026, its #83 holding.
  • Fulcrum Equity Management first reported a position in Visa in Q4 2018 and has held it in 15 quarters since.
  • Fulcrum Equity Management's Visa position peaked at $2.17M in Q4 2020.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.