Monarch Capital Management’s Visa V Stock Holding History

Monarch Capital 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	$732K	Buy	2,134 +119	+6%	+$38.2K	0.17%	89
2026 Q1	$609K	Sell	2,015 -4	-0.2%	-$1.29K	0.15%	90
2025 Q4	$708K	Sell	2,019 -15	-0.7%	-$5.11K	0.17%	86
2025 Q3	$694K	Sell	2,034 -5	-0.2%	-$1.73K	0.17%	84
2025 Q2	$724K	Buy	2,039 +105	+5%	+$36.6K	0.19%	82
2025 Q1	$678K	Buy	1,934 +23	+1%	+$7.78K	0.19%	82
2024 Q4	$604K	Hold	1,911	–	–	0.17%	87
2024 Q3	$525K	Sell	1,911 -21	-1%	-$5.68K	0.14%	92
2024 Q2	$507K	Hold	1,932	–	–	0.15%	86
2024 Q1	$539K	Buy	1,932 +61	+3%	+$16.8K	0.15%	86
2023 Q4	$487K	Sell	1,871 -5	-0.3%	-$1.23K	0.15%	87
2023 Q3	$431K	Hold	1,876	–	–	0.14%	89
2023 Q2	$446K	Hold	1,876	–	–	0.14%	92
2023 Q1	$423K	Hold	1,876	–	–	0.13%	92
2022 Q4	$390K	Hold	1,876	–	–	0.12%	94
2022 Q3	$333K	Hold	1,876	–	–	0.11%	97
2022 Q2	$369K	Buy	1,876 +45	+2%	+$9.3K	0.11%	97
2022 Q1	$406K	Hold	1,831	–	–	0.11%	98
2021 Q4	$397K	Hold	1,831	–	–	0.1%	97
2021 Q3	$408K	Buy	+1,831	New	+$429K	0.11%	93

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 $3.37T AUM 44.26% 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

Monarch Capital Management's V Position: Q2 2026 in Review

Monarch Capital Management increased its Visa (V) stake by 5.9% in Q2 2026, buying an estimated $38.2K and bringing the position to 2,134 shares worth $732K. The position accounts for 0.17% of the portfolio, ranked #89.

Monarch Capital Management first reported a position in V in Q3 2021 and has held it in 20 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

Monarch Capital Management held 2,134 shares of Visa worth $732K as of Q2 2026.
Monarch Capital Management bought 119 Visa shares in Q2 2026, an estimated $38.2K.
Visa made up 0.17% of Monarch Capital Management's portfolio in Q2 2026, its #89 holding.
Monarch Capital Management first reported a position in Visa in Q3 2021 and has held it in 20 quarters since.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Monarch Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.