Hoertkorn Richard Charles’s Visa V Stock Holding History

Hoertkorn Richard Charles’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	$15.8K	Hold	46	–	–	0.01%	53
2026 Q1	$13.9K	Hold	46	–	–	0.01%	59
2025 Q4	$16.1K	Hold	46	–	–	0.01%	64
2025 Q3	$15.7K	Hold	46	–	–	0.01%	64
2025 Q2	$16.3K	Hold	46	–	–	0.01%	64
2025 Q1	$16.1K	Hold	46	–	–	0.01%	65
2024 Q4	$14.5K	Hold	46	–	–	0.01%	68
2024 Q3	$12.6K	Hold	46	–	–	0.01%	69
2024 Q2	$12.1K	Hold	46	–	–	0.01%	68
2024 Q1	$12.8K	Hold	46	–	–	0.01%	67
2023 Q4	$12K	Hold	46	–	–	0.01%	69
2023 Q3	$10.6K	Hold	46	–	–	0.01%	67
2023 Q2	$10.9K	Hold	46	–	–	0.01%	68
2023 Q1	$10.4K	Hold	46	–	–	0.01%	68
2022 Q4	$9.56K	Hold	46	–	–	0.01%	68
2022 Q3	$8K	Buy	+46	New	+$9.36K	﹤0.01%	67
2019 Q2	–	Sell	-272	Closed	-$43K	–	88
2019 Q1	$43K	Hold	272	–	–	0.03%	63
2018 Q4	$36K	Hold	272	–	–	0.03%	66
2018 Q3	$41K	Hold	272	–	–	0.02%	68
2018 Q2	$36K	Hold	272	–	–	0.02%	69
2018 Q1	$32K	Hold	272	–	–	0.02%	70
2017 Q4	$31K	Hold	272	–	–	0.02%	74
2017 Q3	$29K	Hold	272	–	–	0.02%	73
2017 Q2	$26K	Hold	272	–	–	0.02%	74
2017 Q1	$24K	Hold	272	–	–	0.02%	74
2016 Q4	$21K	Hold	272	–	–	0.01%	77
2016 Q3	$22K	Buy	+272	New	+$21.8K	0.02%	77
2014 Q2	–	Sell	-9,400	Closed	-$507K	–	95
2014 Q1	$507K	Hold	9,400	–	–	0.4%	37
2013 Q4	$523K	Buy	+9,400	New	+$474K	0.4%	39

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

Hoertkorn Richard Charles's V Position: Q2 2026 in Review

Hoertkorn Richard Charles held its Visa (V) position steady in Q2 2026 at 46 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #53.

Hoertkorn Richard Charles first reported a position in V in Q4 2013 and has held it in 29 quarters since. The position peaked at $523K in Q4 2013. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

Hoertkorn Richard Charles held 46 shares of Visa worth $15.8K as of Q2 2026.
Hoertkorn Richard Charles left its Visa share count unchanged in Q2 2026.
Visa made up 0.01% of Hoertkorn Richard Charles's portfolio in Q2 2026, its #53 holding.
Hoertkorn Richard Charles first reported a position in Visa in Q4 2013 and has held it in 29 quarters since.
Hoertkorn Richard Charles's Visa position peaked at $523K in Q4 2013.
4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Hoertkorn Richard Charles's 13F filing for Q2 2026, filed 23 Jul 2026.