Hixon Zuercher’s Visa V Stock Holding History

Hixon Zuercher’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	$666K	Buy	1,941 +223	+13%	+$71.6K	0.2%	74
2026 Q1	$519K	Hold	1,718	–	–	0.16%	75
2025 Q4	$603K	Sell	1,718 -273	-14%	-$93K	0.18%	73
2025 Q3	$680K	Hold	1,991	–	–	0.21%	73
2025 Q2	$707K	Hold	1,991	–	–	0.23%	69
2025 Q1	$698K	Hold	1,991	–	–	0.25%	70
2024 Q4	$629K	Hold	1,991	–	–	0.24%	69
2024 Q3	$547K	Buy	1,991 +70	+4%	+$18.9K	0.21%	70
2024 Q2	$504K	Hold	1,921	–	–	0.21%	59
2024 Q1	$536K	Sell	1,921 -51	-3%	-$14.1K	0.23%	55
2023 Q4	$513K	Buy	1,972 +306	+18%	+$75.4K	0.24%	54
2023 Q3	$383K	Hold	1,666	–	–	0.2%	51
2023 Q2	$396K	Hold	1,666	–	–	0.2%	53
2023 Q1	$376K	Buy	1,666 +50	+3%	+$11.1K	0.22%	49
2022 Q4	$336K	Hold	1,616	–	–	0.21%	51
2022 Q3	$287K	Hold	1,616	–	–	0.18%	53
2022 Q2	$318K	Hold	1,616	–	–	0.21%	51
2022 Q1	$358K	Hold	1,616	–	–	0.19%	50
2021 Q4	$350K	Hold	1,616	–	–	0.18%	54
2021 Q3	$360K	Hold	1,616	–	–	0.21%	49
2021 Q2	$378K	Hold	1,616	–	–	0.23%	49
2021 Q1	$342K	Hold	1,616	–	–	0.23%	47
2020 Q4	$353K	Hold	1,616	–	–	0.25%	47
2020 Q3	$323K	Hold	1,616	–	–	0.25%	47
2020 Q2	$312K	Hold	1,616	–	–	0.27%	46
2020 Q1	$260K	Hold	1,616	–	–	0.37%	32
2019 Q4	$304K	Buy	+1,616	New	+$291K	0.29%	46

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Hixon Zuercher's V Position: Q2 2026 in Review

Hixon Zuercher increased its Visa (V) stake by 13% in Q2 2026, buying an estimated $71.6K and bringing the position to 1,941 shares worth $666K. The position accounts for 0.2% of the portfolio, ranked #74.

Hixon Zuercher first reported a position in V in Q4 2019 and has held it in 27 quarters since. The position peaked at $707K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

Hixon Zuercher held 1,941 shares of Visa worth $666K as of Q2 2026.
Hixon Zuercher bought 223 Visa shares in Q2 2026, an estimated $71.6K.
Visa made up 0.2% of Hixon Zuercher's portfolio in Q2 2026, its #74 holding.
Hixon Zuercher first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
Hixon Zuercher's Visa position peaked at $707K in Q2 2025.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Hixon Zuercher's 13F filing for Q2 2026, filed 20 Jul 2026.