Lavelle Capital’s Visa V Stock Holding History

Lavelle Capital’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	$633K	Hold	1,844	–	–	0.27%	51
2026 Q1	$557K	Buy	1,844 +13	+0.7%	+$4.18K	0.35%	50
2025 Q4	$642K	Buy	+1,831	New	+$624K	0.41%	54

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

Lavelle Capital's V Position: Q2 2026 in Review

Lavelle Capital held its Visa (V) position steady in Q2 2026 at 1,844 shares worth $633K. The position accounts for 0.27% of the portfolio, ranked #51.

Lavelle Capital first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $642K in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

Lavelle Capital held 1,844 shares of Visa worth $633K as of Q2 2026.
Lavelle Capital left its Visa share count unchanged in Q2 2026.
Visa made up 0.27% of Lavelle Capital's portfolio in Q2 2026, its #51 holding.
Lavelle Capital first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
Lavelle Capital's Visa position peaked at $642K in Q4 2025.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Lavelle Capital's 13F filing for Q2 2026, filed 22 Jul 2026.