Marathon Capital Management
V icon

Marathon Capital Management’s Visa V Stock Holding History

Marathon Capital 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
Q3 		$551K Buy
1,533
+21
+1% +$7.68K 0.11% 108
2026
Q2 		$519K Buy
+1,512
New +$485K 0.11% 110
2026
Q1 		– Sell
-584
Closed -$205K – 182
2025
Q4 		$205K Buy
+584
New +$199K 0.04% 158
2025
Q3 		– Sell
-584
Closed -$207K – 176
2025
Q2 		$207K Buy
584
+13
+2% +$4.53K 0.05% 146
2025
Q1 		$200K Buy
+571
New +$193K 0.05% 148
2022
Q3 		– Sell
-1,054
Closed -$208K – 163
2022
Q2 		$208K Buy
+1,054
New +$218K 0.07% 132
2022
Q1 		– Sell
-1,155
Closed -$250K – 164
2021
Q4 		$250K Sell
1,155
-2,752
-70% -$591K 0.06% 150
2021
Q3 		$871K Buy
3,907
+2,714
+227% +$636K 0.2% 70
2021
Q2 		$278K Hold
1,193
– – 0.06% 149
2021
Q1 		$252K Hold
1,193
– – 0.07% 154
2020
Q4 		$260K Hold
1,193
– – 0.08% 121
2020
Q3 		$238K Sell
1,193
-28
-2% -$5.59K 0.09% 114
2020
Q2 		$236K Sell
1,221
-56
-4% -$10.2K 0.09% 110
2020
Q1 		$205K Sell
1,277
-78
-6% -$14.7K 0.09% 108
2019
Q4 		$254K Buy
1,355
+150
+12% +$27K 0.09% 114
2019
Q3 		$207K Sell
1,205
-50
-4% -$8.91K 0.08% 98
2019
Q2 		$217K Buy
+1,255
New +$205K 0.09% 96
2018
Q4 		– Sell
-1,447
Closed -$217K – 121
2018
Q3 		$217K Sell
1,447
-200
-12% -$28.4K 0.08% 100
2018
Q2 		$218K Buy
+1,647
New +$212K 0.08% 89

Other funds holding V

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Marathon Capital Management's V Position: Q3 2026 in Review

Marathon Capital Management increased its Visa (V) stake by 1.4% in Q3 2026, buying an estimated $7.68K and bringing the position to 1,533 shares worth $551K. The position accounts for 0.11% of the portfolio, ranked #108.

Marathon Capital Management first reported a position in V in Q2 2018 and has held it in 19 quarters since. The position peaked at $871K in Q3 2021. 2,238 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Marathon Capital Management held 1,533 shares of Visa worth $551K as of Q3 2026.
  • Marathon Capital Management bought 21 Visa shares in Q3 2026, an estimated $7.68K.
  • Visa made up 0.11% of Marathon Capital Management's portfolio in Q3 2026, its #108 holding.
  • Marathon Capital Management first reported a position in Visa in Q2 2018 and has held it in 19 quarters since.
  • Marathon Capital Management's Visa position peaked at $871K in Q3 2021.
  • 2,238 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Marathon Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.