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Liberty One Investment Management’s Visa V Stock Holding History

Liberty One Investment Management’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 		$6.58M Buy
19,181
+233
+1% +$74.8K 0.66% 40
2026
Q1 		$5.73M Buy
18,948
+17,342
+1,080% +$5.58M 0.59% 47
2025
Q4 		$563K Sell
1,606
-763
-32% -$260K 0.07% 113
2025
Q3 		$809K Buy
2,369
+437
+23% +$151K 0.05% 112
2025
Q2 		$686K Sell
1,932
-231
-11% -$80.5K 0.07% 105
2025
Q1 		$758K Sell
2,163
-78
-3% -$26.4K 0.08% 97
2024
Q4 		$708K Sell
2,241
-150
-6% -$45.1K 0.08% 101
2024
Q3 		$657K Sell
2,391
-92
-4% -$24.9K 0.07% 115
2024
Q2 		$652K Sell
2,483
-140
-5% -$38.4K 0.07% 114
2024
Q1 		$732K Sell
2,623
-645
-20% -$178K 0.08% 105
2023
Q4 		$851K Sell
3,268
-170
-5% -$41.9K 0.11% 89
2023
Q3 		$791K Sell
3,438
-73
-2% -$17.5K 0.11% 87
2023
Q2 		$834K Sell
3,511
-456
-11% -$104K 0.11% 88
2023
Q1 		$894K Sell
3,967
-102
-3% -$22.7K 0.12% 88
2022
Q4 		$845K Sell
4,069
-218
-5% -$44K 0.12% 88
2022
Q3 		$762K Sell
4,287
-194
-4% -$39.5K 0.13% 95
2022
Q2 		$1.05M Sell
4,481
-197
-4% -$40.7K 0.18% 93
2022
Q1 		$1.04M Sell
4,678
-88
-2% -$19K 0.16% 86
2021
Q4 		$1.03M Buy
4,766
+204
+4% +$43.8K 0.16% 98
2021
Q3 		$1.02M Buy
4,562
+81
+2% +$19K 0.17% 96
2021
Q2 		$1.05M Buy
4,481
+284
+7% +$64.9K 0.18% 93
2021
Q1 		$889K Buy
4,197
+210
+5% +$44.2K 0.16% 98
2020
Q4 		$872K Buy
3,987
+72
+2% +$14.7K 0.16% 95
2020
Q3 		$783K Buy
3,915
+288
+8% +$57.5K 0.16% 92
2020
Q2 		$701K Sell
3,627
-956
-21% -$175K 0.16% 96
2020
Q1 		$738K Sell
4,583
-385
-8% -$72.5K 0.19% 78
2019
Q4 		$933K Buy
+4,968
New +$895K 0.2% 77

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

Liberty One Investment Management's V Position: Q2 2026 in Review

Liberty One Investment Management increased its Visa (V) stake by 1.2% in Q2 2026, buying an estimated $74.8K and bringing the position to 19,181 shares worth $6.58M. The position accounts for 0.66% of the portfolio, ranked #40.

Liberty One Investment Management first reported a position in V in Q4 2019 and has held it in 27 quarters since. 4,583 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Liberty One Investment Management held 19,181 shares of Visa worth $6.58M as of Q2 2026.
  • Liberty One Investment Management bought 233 Visa shares in Q2 2026, an estimated $74.8K.
  • Visa made up 0.66% of Liberty One Investment Management's portfolio in Q2 2026, its #40 holding.
  • Liberty One Investment Management first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • 4,583 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.