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McLaughlin Asset Management’s Visa V Stock Holding History

McLaughlin 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 		$1.2M Buy
3,503
+279
+9% +$89.6K 0.83% 33
2026
Q1 		$974K Hold
3,224
– – 0.93% 38
2025
Q4 		$1.13M Buy
+3,224
New +$1.1M 1.01% 33

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

McLaughlin Asset Management's V Position: Q2 2026 in Review

McLaughlin Asset Management increased its Visa (V) stake by 8.7% in Q2 2026, buying an estimated $89.6K and bringing the position to 3,503 shares worth $1.2M. The position accounts for 0.83% of the portfolio, ranked #33.

McLaughlin Asset Management first reported a position in V in Q4 2025 and has held it in 3 quarters since. 4,557 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • McLaughlin Asset Management held 3,503 shares of Visa worth $1.2M as of Q2 2026.
  • McLaughlin Asset Management bought 279 Visa shares in Q2 2026, an estimated $89.6K.
  • Visa made up 0.83% of McLaughlin Asset Management's portfolio in Q2 2026, its #33 holding.
  • McLaughlin Asset Management first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • 4,557 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on McLaughlin Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.