MT
V icon

Midwest Trust’s Visa V Stock Holding History

Midwest Trust’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 		$89.3M Buy
260,271
+4,094
+2% +$1.31M 1.01% 23
2026
Q1 		$77.4M Buy
256,177
+18,554
+8% +$5.97M 0.97% 25
2025
Q4 		$83.3M Buy
237,623
+3,679
+2% +$1.25M 1.04% 22
2025
Q3 		$79.9M Buy
233,944
+528
+0.2% +$183K 1.04% 20
2025
Q2 		$82.9M Buy
+233,416
New +$81.4M 1.15% 16

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

Midwest Trust's V Position: Q2 2026 in Review

Midwest Trust increased its Visa (V) stake by 1.6% in Q2 2026, buying an estimated $1.31M and bringing the position to 260,271 shares worth $89.3M. The position accounts for 1.01% of the portfolio, ranked #23.

Midwest Trust first reported a position in V in Q2 2025 and has held it in 5 quarters since. 4,539 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Midwest Trust held 260,271 shares of Visa worth $89.3M as of Q2 2026.
  • Midwest Trust bought 4,094 Visa shares in Q2 2026, an estimated $1.31M.
  • Visa made up 1.01% of Midwest Trust's portfolio in Q2 2026, its #23 holding.
  • Midwest Trust first reported a position in Visa in Q2 2025 and has held it in 5 quarters since.
  • 4,539 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.