HCG
V icon

Haven Capital Group’s Visa V Stock Holding History

Haven Capital Group’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 		$1.81M Buy
5,283
+290
+6% +$93.1K 1.46% 21
2026
Q1 		$1.51M Buy
4,993
+141
+3% +$45.3K 1.4% 20
2025
Q4 		$1.7M Buy
4,852
+308
+7% +$105K 1.6% 19
2025
Q3 		$1.55M Hold
4,544
– – 1.38% 18
2025
Q2 		$1.61M Buy
4,544
+216
+5% +$75.3K 1.42% 20
2025
Q1 		$1.52M Buy
+4,328
New +$1.46M 1.67% 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

Haven Capital Group's V Position: Q2 2026 in Review

Haven Capital Group increased its Visa (V) stake by 5.8% in Q2 2026, buying an estimated $93.1K and bringing the position to 5,283 shares worth $1.81M. The position accounts for 1.46% of the portfolio, ranked #21.

Haven Capital Group first reported a position in V in Q1 2025 and has held it in 6 quarters since. 4,548 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Haven Capital Group held 5,283 shares of Visa worth $1.81M as of Q2 2026.
  • Haven Capital Group bought 290 Visa shares in Q2 2026, an estimated $93.1K.
  • Visa made up 1.46% of Haven Capital Group's portfolio in Q2 2026, its #21 holding.
  • Haven Capital Group first reported a position in Visa in Q1 2025 and has held it in 6 quarters since.
  • 4,548 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Haven Capital Group's 13F filing for Q2 2026, filed 10 Jul 2026.