MIM
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Marshall Investment Management’s Visa V Stock Holding History

Marshall 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 		$362K Buy
1,054
+118
+13% +$37.9K 0.15% 65
2026
Q1 		$283K Buy
936
+65
+7% +$20.9K 0.14% 65
2025
Q4 		$305K Buy
871
+113
+15% +$38.5K 0.15% 65
2025
Q3 		$259K Buy
+758
New +$262K 0.14% 65
2025
Q2 		– Sell
-699
Closed -$245K – 212
2025
Q1 		$245K Sell
699
-38
-5% -$12.9K 0.15% 65
2024
Q4 		$203K Buy
+737
New +$222K 0.12% 65

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

Marshall Investment Management's V Position: Q2 2026 in Review

Marshall Investment Management increased its Visa (V) stake by 13% in Q2 2026, buying an estimated $37.9K and bringing the position to 1,054 shares worth $362K. The position accounts for 0.15% of the portfolio, ranked #65.

Marshall Investment Management first reported a position in V in Q4 2024 and has held it in 6 quarters since. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Marshall Investment Management held 1,054 shares of Visa worth $362K as of Q2 2026.
  • Marshall Investment Management bought 118 Visa shares in Q2 2026, an estimated $37.9K.
  • Visa made up 0.15% of Marshall Investment Management's portfolio in Q2 2026, its #65 holding.
  • Marshall Investment Management first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.