MCM
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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
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

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

Marathon Capital Management's V Position: Q2 2026 in Review

Marathon Capital Management opened a new position in Visa (V) in Q2 2026: 1,512 shares worth $519K. The stake represents 0.11% of the portfolio and ranks #110 among its holdings. This is a return to the name: Marathon Capital Management previously reported a position in V as recently as Q4 2025.

Marathon Capital Management first reported a position in V in Q2 2018 and has held it in 18 quarters since. The position peaked at $871K in Q3 2021. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Marathon Capital Management held 1,512 shares of Visa worth $519K as of Q2 2026.
  • Visa was a new Marathon Capital Management position in Q2 2026.
  • Visa made up 0.11% of Marathon Capital Management's portfolio in Q2 2026, its #110 holding.
  • Marathon Capital Management first reported a position in Visa in Q2 2018 and has held it in 18 quarters since.
  • Marathon Capital Management's Visa position peaked at $871K in Q3 2021.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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