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Millstone Evans Group’s Visa V Stock Holding History

Millstone Evans 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 		$847K Buy
2,470
+39
+2% +$12.5K 0.46% 41
2026
Q1 		$735K Sell
2,431
-57
-2% -$18.3K 0.44% 47
2025
Q4 		$873K Sell
2,488
-1
-0% -$341 0.51% 33
2025
Q3 		$850K Hold
2,489
– – 0.54% 31
2025
Q2 		$884K Hold
2,489
– – 0.6% 31
2025
Q1 		$872K Hold
2,489
– – 0.59% 33
2024
Q4 		$787K Buy
+2,489
New +$748K 0.54% 37

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

Millstone Evans Group's V Position: Q2 2026 in Review

Millstone Evans Group increased its Visa (V) stake by 1.6% in Q2 2026, buying an estimated $12.5K and bringing the position to 2,470 shares worth $847K. The position accounts for 0.46% of the portfolio, ranked #41.

Millstone Evans Group first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $884K in Q2 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Millstone Evans Group held 2,470 shares of Visa worth $847K as of Q2 2026.
  • Millstone Evans Group bought 39 Visa shares in Q2 2026, an estimated $12.5K.
  • Visa made up 0.46% of Millstone Evans Group's portfolio in Q2 2026, its #41 holding.
  • Millstone Evans Group first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's Visa position peaked at $884K in Q2 2025.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.