MMM
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Mendel Money Management’s Visa V Stock Holding History

Mendel Money 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 		$6.89M Buy
20,088
+1,202
+6% +$386K 2.52% 7
2026
Q1 		$5.71M Buy
18,886
+515
+3% +$166K 2.39% 9
2025
Q4 		$6.44M Sell
18,371
-327
-2% -$111K 2.7% 5
2025
Q3 		$6.38M Sell
18,698
-141
-0.7% -$48.8K 2.68% 4
2025
Q2 		$6.69M Sell
18,839
-894
-5% -$312K 2.96% 3
2025
Q1 		$6.92M Sell
19,733
-368
-2% -$125K 3.28% 3
2024
Q4 		$6.35M Sell
20,101
-967
-5% -$291K 2.84% 4
2024
Q3 		$5.79M Sell
21,068
-140
-0.7% -$37.9K 2.5% 8
2024
Q2 		$5.57M Sell
21,208
-314
-1% -$86.1K 2.61% 5
2024
Q1 		$6.01M Sell
21,522
-1,129
-5% -$312K 2.78% 4
2023
Q4 		$5.9M Sell
22,651
-239
-1% -$58.9K 2.83% 4
2023
Q3 		$5.26M Buy
22,890
+254
+1% +$61.1K 2.82% 7
2023
Q2 		$5.38M Sell
22,636
-494
-2% -$113K 2.76% 8
2023
Q1 		$5.21M Buy
23,130
+283
+1% +$63K 2.81% 7
2022
Q4 		$4.75M Sell
22,847
-1,173
-5% -$237K 2.7% 9
2022
Q3 		$4.27M Sell
24,020
-408
-2% -$83K 2.66% 9
2022
Q2 		$4.81M Sell
24,428
-348
-1% -$71.9K 2.87% 7
2022
Q1 		$5.5M Buy
24,776
+2,718
+12% +$588K 2.68% 8
2021
Q4 		$4.78M Sell
22,058
-25
-0.1% -$5.37K 2.76% 16
2021
Q3 		$4.92M Buy
22,083
+905
+4% +$212K 3.08% 13
2021
Q2 		$4.95M Buy
21,178
+142
+0.7% +$32.5K 3.11% 11
2021
Q1 		$4.45M Buy
21,036
+145
+0.7% +$30.5K 2.91% 14
2020
Q4 		$4.57M Buy
20,891
+280
+1% +$57.3K 3.2% 13
2020
Q3 		$4.12M Buy
20,611
+856
+4% +$171K 3.23% 10
2020
Q2 		$3.82M Buy
+19,755
New +$3.61M 3.36% 12
2019
Q4 		$3.87M Buy
20,575
+120
+0.6% +$21.6K 3.35% 13
2019
Q3 		$3.52M Buy
20,455
+1,273
+7% +$227K 3.25% 15
2019
Q2 		$3.33M Buy
+19,182
New +$3.14M 3.19% 14
2018
Q3 		$2.05M Buy
+13,651
New +$1.94M 1.99% 24

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

Mendel Money Management's V Position: Q2 2026 in Review

Mendel Money Management increased its Visa (V) stake by 6.4% in Q2 2026, buying an estimated $386K and bringing the position to 20,088 shares worth $6.89M. The position accounts for 2.52% of the portfolio, ranked #7.

Mendel Money Management first reported a position in V in Q3 2018 and has held it in 29 quarters since. The position peaked at $6.92M in Q1 2025. 4,578 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Mendel Money Management held 20,088 shares of Visa worth $6.89M as of Q2 2026.
  • Mendel Money Management bought 1,202 Visa shares in Q2 2026, an estimated $386K.
  • Visa made up 2.52% of Mendel Money Management's portfolio in Q2 2026, its #7 holding.
  • Mendel Money Management first reported a position in Visa in Q3 2018 and has held it in 29 quarters since.
  • Mendel Money Management's Visa position peaked at $6.92M in Q1 2025.
  • 4,578 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Mendel Money Management's 13F filing for Q2 2026, filed 30 Jul 2026.