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Madrona Financial Services’s Visa V Stock Holding History

Madrona Financial Services’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 		$272K Buy
792
+26
+3% +$8.35K 0.05% 111
2026
Q1 		$232K Sell
766
-125
-14% -$40.2K 0.05% 108
2025
Q4 		$312K Sell
891
-60
-6% -$20.4K 0.07% 89
2025
Q3 		$325K Sell
951
-15
-2% -$5.19K 0.07% 81
2025
Q2 		$343K Sell
966
-8
-0.8% -$2.79K 0.08% 76
2025
Q1 		$341K Buy
974
+91
+10% +$30.8K 0.09% 71
2024
Q4 		$279K Buy
883
+10
+1% +$3.01K 0.08% 85
2024
Q3 		$240K Sell
873
-122
-12% -$33K 0.07% 90
2024
Q2 		$261K Sell
995
-26
-3% -$7.13K 0.08% 76
2024
Q1 		$285K Buy
+1,021
New +$282K 0.1% 69

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

Madrona Financial Services's V Position: Q2 2026 in Review

Madrona Financial Services increased its Visa (V) stake by 3.4% in Q2 2026, buying an estimated $8.35K and bringing the position to 792 shares worth $272K. The position accounts for 0.05% of the portfolio, ranked #111.

Madrona Financial Services first reported a position in V in Q1 2024 and has held it in 10 quarters since. The position peaked at $343K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Madrona Financial Services held 792 shares of Visa worth $272K as of Q2 2026.
  • Madrona Financial Services bought 26 Visa shares in Q2 2026, an estimated $8.35K.
  • Visa made up 0.05% of Madrona Financial Services's portfolio in Q2 2026, its #111 holding.
  • Madrona Financial Services first reported a position in Visa in Q1 2024 and has held it in 10 quarters since.
  • Madrona Financial Services's Visa position peaked at $343K in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.