LPAM
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Lodestar Private Asset Management’s Visa V Stock Holding History

Lodestar Private Asset 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 		$787K Buy
2,294
+5
+0.2% +$1.6K 0.07% 131
2026
Q1 		$692K Sell
2,289
-30
-1% -$9.65K 0.07% 131
2025
Q4 		$813K Sell
2,319
-165
-7% -$56.2K 0.08% 118
2025
Q3 		$848K Sell
2,484
-105
-4% -$36.3K 0.09% 112
2025
Q2 		$919K Buy
2,589
+307
+13% +$107K 0.11% 104
2025
Q1 		$800K Sell
2,282
-100
-4% -$33.8K 0.1% 108
2024
Q4 		$753K Hold
2,382
– – 0.09% 112
2024
Q3 		$655K Hold
2,382
– – 0.08% 121
2024
Q2 		$625K Sell
2,382
-27
-1% -$7.4K 0.09% 122
2024
Q1 		$672K Buy
2,409
+20
+0.8% +$5.52K 0.1% 117
2023
Q4 		$622K Hold
2,389
– – 0.1% 121
2023
Q3 		$549K Buy
2,389
+28
+1% +$6.73K 0.09% 120
2023
Q2 		$561K Buy
2,361
+40
+2% +$9.15K 0.09% 118
2023
Q1 		$523K Sell
2,321
-334
-13% -$74.3K 0.09% 120
2022
Q4 		$552K Buy
+2,655
New +$535K 0.11% 116

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

Lodestar Private Asset Management's V Position: Q2 2026 in Review

Lodestar Private Asset Management increased its Visa (V) stake by 0.22% in Q2 2026, buying an estimated $1.6K and bringing the position to 2,294 shares worth $787K. The position accounts for 0.07% of the portfolio, ranked #131.

Lodestar Private Asset Management first reported a position in V in Q4 2022 and has held it in 15 quarters since. The position peaked at $919K in Q2 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Lodestar Private Asset Management held 2,294 shares of Visa worth $787K as of Q2 2026.
  • Lodestar Private Asset Management bought 5 Visa shares in Q2 2026, an estimated $1.6K.
  • Visa made up 0.07% of Lodestar Private Asset Management's portfolio in Q2 2026, its #131 holding.
  • Lodestar Private Asset Management first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • Lodestar Private Asset Management's Visa position peaked at $919K in Q2 2025.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.