Michael J. Puzo’s Visa V Stock Holding History

Michael J. Puzo’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	$395K	Hold	1,150	–	–	0.1%	54
2026 Q1	$348K	Sell	1,150 -180	-14%	-$57.9K	0.1%	57
2025 Q4	$466K	Hold	1,330	–	–	0.13%	50
2025 Q3	$454K	Hold	1,330	–	–	0.12%	52
2025 Q2	$472K	Sell	1,330 -905	-40%	-$315K	0.13%	51
2025 Q1	$783K	Sell	2,235 -75	-3%	-$25.4K	0.22%	47
2024 Q4	$730K	Sell	2,310 -575	-20%	-$173K	0.2%	45
2024 Q3	$793K	Hold	2,885	–	–	0.21%	44
2024 Q2	$757K	Sell	2,885 -100	-3%	-$27.4K	0.21%	49
2024 Q1	$833K	Sell	2,985 -225	-7%	-$62.1K	0.23%	49
2023 Q4	$836K	Sell	3,210 -365	-10%	-$90K	0.27%	45
2023 Q3	$822K	Sell	3,575 -100	-3%	-$24K	0.28%	49
2023 Q2	$873K	Hold	3,675	–	–	0.28%	49
2023 Q1	$829K	Sell	3,675 -50	-1%	-$11.1K	0.28%	49
2022 Q4	$774K	Hold	3,725	–	–	0.28%	50
2022 Q3	$662K	Buy	3,725 +25	+0.7%	+$5.09K	0.25%	55
2022 Q2	$729K	Sell	3,700 -40	-1%	-$8.27K	0.26%	55
2022 Q1	$829K	Sell	3,740 -175	-4%	-$37.8K	0.25%	55
2021 Q4	$848K	Sell	3,915 -380	-9%	-$81.6K	0.24%	50
2021 Q3	$957K	Sell	4,295 -405	-9%	-$95K	0.3%	47
2021 Q2	$1.1M	Sell	4,700 -200	-4%	-$45.7K	0.34%	48
2021 Q1	$1.04M	Sell	4,900 -225	-4%	-$47.4K	0.33%	48
2020 Q4	$1.12M	Sell	5,125 -375	-7%	-$76.7K	0.37%	47
2020 Q3	$1.1M	Sell	5,500 -325	-6%	-$64.9K	0.39%	46
2020 Q2	$1.12M	Hold	5,825	–	–	0.42%	45
2020 Q1	$938K	Sell	5,825 -780	-12%	-$147K	0.41%	43
2019 Q4	$1.24M	Sell	6,605 -370	-5%	-$66.7K	0.44%	44
2019 Q3	$1.2M	Sell	6,975 -350	-5%	-$62.3K	0.45%	43
2019 Q2	$1.27M	Sell	7,325 -1,280	-15%	-$210K	0.47%	43
2019 Q1	$1.34M	Sell	8,605 -135	-2%	-$19.5K	0.52%	42
2018 Q4	$1.15M	Sell	8,740 -800	-8%	-$110K	0.51%	42
2018 Q3	$1.43M	Sell	9,540 -200	-2%	-$28.4K	0.54%	42
2018 Q2	$1.29M	Sell	9,740 -640	-6%	-$82.4K	0.55%	44
2018 Q1	$1.24M	Sell	10,380 -900	-8%	-$109K	0.53%	43
2017 Q4	$1.29M	Buy	11,280 +960	+9%	+$106K	0.53%	41
2017 Q3	$1.08M	Hold	10,320	–	–	0.56%	42
2017 Q2	$969K	Sell	10,320 -200	-2%	-$18.6K	0.52%	43
2017 Q1	$936K	Hold	10,520	–	–	0.52%	46
2016 Q4	$820K	Hold	10,520	–	–	0.47%	47
2016 Q3	$869K	Buy	10,520 +6,400	+155%	+$512K	0.5%	49
2016 Q2	$305K	Hold	4,120	–	–	0.2%	67
2016 Q1	$315K	Buy	4,120 +2,000	+94%	+$145K	0.21%	67
2015 Q4	$164K	Sell	2,120 -1,580	-43%	-$122K	0.11%	76
2015 Q3	$257K	Buy	3,700 +92	+3%	+$6.57K	0.18%	72
2015 Q2	$243K	Hold	3,608	–	–	0.16%	73
2015 Q1	$236K	Hold	3,608	–	–	0.15%	75
2014 Q4	$236K	Buy	+3,608	New	+$217K	0.15%	75

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Michael J. Puzo's V Position: Q2 2026 in Review

Michael J. Puzo held its Visa (V) position steady in Q2 2026 at 1,150 shares worth $395K. The position accounts for 0.1% of the portfolio, ranked #54.

Michael J. Puzo first reported a position in V in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.43M in Q3 2018. 4,602 funds tracked by Wall St. Rank hold V as of Q2 2026.

Michael J. Puzo held 1,150 shares of Visa worth $395K as of Q2 2026.
Michael J. Puzo left its Visa share count unchanged in Q2 2026.
Visa made up 0.1% of Michael J. Puzo's portfolio in Q2 2026, its #54 holding.
Michael J. Puzo first reported a position in Visa in Q4 2014 and has held it in 47 quarters since.
Michael J. Puzo's Visa position peaked at $1.43M in Q3 2018.
4,602 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Michael J. Puzo's 13F filing for Q2 2026, filed 11 Aug 2026.