FIM
V icon

FWL Investment Management’s Visa V Stock Holding History

FWL Investment 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 		$2.48M Sell
7,237
-176
-2% -$56.5K 0.46% 46
2026
Q1 		$2.24M Buy
7,413
+2,072
+39% +$666K 0.49% 39
2025
Q4 		$1.87M Buy
5,341
+84
+2% +$28.6K 0.45% 43
2025
Q3 		$1.79M Sell
5,257
-349
-6% -$121K 0.47% 40
2025
Q2 		$1.99M Sell
5,606
-481
-8% -$168K 0.61% 36
2025
Q1 		$2.13M Sell
6,087
-257
-4% -$87K 0.79% 30
2024
Q4 		$2M Buy
6,344
+29
+0.5% +$8.72K 0.73% 34
2024
Q3 		$1.74M Buy
6,315
+6,015
+2,005% +$1.63M 0.67% 36
2024
Q2 		$78.7K Buy
+300
New +$82.2K 0.04% 78
2024
Q1 		– Sell
-20
Closed -$5.21K – 266
2023
Q4 		$5.21K Sell
20
-50
-71% -$12.3K ﹤0.01% 191
2023
Q3 		$16.1K Buy
+70
New +$16.8K 0.01% 130
2023
Q1 		– Sell
-310
Closed -$64.4K – 191
2022
Q4 		$64.4K Buy
+310
New +$62.5K 0.05% 85
2022
Q3 		– Sell
-19,356
Closed -$3.81M – 72
2022
Q2 		$3.81M Sell
19,356
-8,375
-30% -$1.73M 2.77% 21
2022
Q1 		$6.15M Buy
27,731
+1,927
+7% +$417K 3.8% 10
2021
Q4 		$5.59M Buy
25,804
+3,377
+15% +$725K 3.42% 14
2021
Q3 		$5M Buy
22,427
+1,882
+9% +$441K 3.14% 14
2021
Q2 		$4.8M Buy
20,545
+1,430
+7% +$327K 2.92% 16
2021
Q1 		$4.05M Buy
19,115
+2,346
+14% +$494K 2.73% 18
2020
Q4 		$3.67M Buy
+16,769
New +$3.43M 2.81% 17

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

FWL Investment Management's V Position: Q2 2026 in Review

FWL Investment Management reduced its Visa (V) stake by 2.4% in Q2 2026, selling an estimated $56.5K and leaving 7,237 shares worth $2.48M. The position accounts for 0.46% of the portfolio, ranked #46.

FWL Investment Management first reported a position in V in Q4 2020 and has held it in 19 quarters since. The position peaked at $6.15M in Q1 2022. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • FWL Investment Management held 7,237 shares of Visa worth $2.48M as of Q2 2026.
  • FWL Investment Management sold 176 Visa shares in Q2 2026, an estimated $56.5K.
  • Visa made up 0.46% of FWL Investment Management's portfolio in Q2 2026, its #46 holding.
  • FWL Investment Management first reported a position in Visa in Q4 2020 and has held it in 19 quarters since.
  • FWL Investment Management's Visa position peaked at $6.15M in Q1 2022.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.