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Knollwood Investment Advisory’s Visa V Stock Holding History

Knollwood Investment Advisory’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 		$19.4M Hold
56,580
– – 1.73% 14
2026
Q1 		$17.1M Hold
56,580
– – 1.72% 9
2025
Q4 		$19.8M Sell
56,580
-1,093
-2% -$372K 1.86% 9
2025
Q3 		$19.7M Sell
57,673
-379
-0.7% -$131K 1.77% 9
2025
Q2 		$20.6M Hold
58,052
– – 1.98% 9
2025
Q1 		$20.3M Hold
58,052
– – 2.25% 6
2024
Q4 		$18.3M Hold
58,052
– – 1.92% 8
2024
Q3 		$16M Hold
58,052
– – 1.71% 8
2024
Q2 		$15.2M Buy
58,052
+517
+0.9% +$142K 1.69% 8
2024
Q1 		$16.1M Hold
57,535
– – 2.9% 7
2023
Q4 		$15M Buy
57,535
+33,280
+137% +$8.2M 3.11% 7
2023
Q3 		$5.58M Hold
24,255
– – 2.61% 11
2023
Q2 		$5.76M Hold
24,255
– – 1.94% 12
2023
Q1 		$5.47M Hold
24,255
– – 1.06% 16
2022
Q4 		$5.04M Buy
+24,255
New +$4.89M 1.97% 12

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 $3.38T AUM 44.17% 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

Knollwood Investment Advisory's V Position: Q2 2026 in Review

Knollwood Investment Advisory held its Visa (V) position steady in Q2 2026 at 56,580 shares worth $19.4M. The position accounts for 1.73% of the portfolio, ranked #14.

Knollwood Investment Advisory first reported a position in V in Q4 2022 and has held it in 15 quarters since. The position peaked at $20.6M in Q2 2025. 4,590 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Knollwood Investment Advisory held 56,580 shares of Visa worth $19.4M as of Q2 2026.
  • Knollwood Investment Advisory left its Visa share count unchanged in Q2 2026.
  • Visa made up 1.73% of Knollwood Investment Advisory's portfolio in Q2 2026, its #14 holding.
  • Knollwood Investment Advisory first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • Knollwood Investment Advisory's Visa position peaked at $20.6M in Q2 2025.
  • 4,590 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Knollwood Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.