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JVL Associates’s Visa V Stock Holding History

JVL Associates’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 		$351K Sell
1,022
-28
-3% -$8.99K 0.1% 55
2026
Q1 		$317K Sell
1,050
-11
-1% -$3.54K 0.11% 51
2025
Q4 		$372K Buy
1,061
+26
+3% +$8.86K 0.12% 49
2025
Q3 		$353K Sell
1,035
-1
-0.1% -$346 0.12% 46
2025
Q2 		$368K Buy
1,036
+346
+50% +$121K 0.13% 46
2025
Q1 		$242K Sell
690
-198
-22% -$67K 0.1% 53
2024
Q4 		$281K Buy
+888
New +$267K 0.11% 45

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

JVL Associates's V Position: Q2 2026 in Review

JVL Associates reduced its Visa (V) stake by 2.7% in Q2 2026, selling an estimated $8.99K and leaving 1,022 shares worth $351K. The position accounts for 0.1% of the portfolio, ranked #55.

JVL Associates first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $372K in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • JVL Associates held 1,022 shares of Visa worth $351K as of Q2 2026.
  • JVL Associates sold 28 Visa shares in Q2 2026, an estimated $8.99K.
  • Visa made up 0.1% of JVL Associates's portfolio in Q2 2026, its #55 holding.
  • JVL Associates first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • JVL Associates's Visa position peaked at $372K in Q4 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on JVL Associates's 13F filing for Q2 2026, filed 6 Jul 2026.