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Milestone Asset Management Group’s Visa V Stock Holding History

Milestone Asset Management Group’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 		$262K Hold
762
– – 0.13% 116
2026
Q1 		$230K Buy
762
+2
+0.3% +$643 0.13% 119
2025
Q4 		$267K Buy
+760
New +$259K 0.15% 104

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

Milestone Asset Management Group's V Position: Q2 2026 in Review

Milestone Asset Management Group held its Visa (V) position steady in Q2 2026 at 762 shares worth $262K. The position accounts for 0.13% of the portfolio, ranked #116.

Milestone Asset Management Group first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $267K in Q4 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Milestone Asset Management Group held 762 shares of Visa worth $262K as of Q2 2026.
  • Milestone Asset Management Group left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.13% of Milestone Asset Management Group's portfolio in Q2 2026, its #116 holding.
  • Milestone Asset Management Group first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Milestone Asset Management Group's Visa position peaked at $267K in Q4 2025.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.