MCM
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MontVue Capital Management’s Visa V Stock Holding History

MontVue 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 		$966K Buy
2,817
+2,000
+245% +$642K 0.56% 29
2026
Q1 		$247K Hold
817
– – 0.17% 58
2025
Q4 		$287K Hold
817
– – 0.19% 54
2025
Q3 		$279K Hold
817
– – 0.19% 55
2025
Q2 		$290K Buy
817
+66
+9% +$23K 0.21% 52
2025
Q1 		$263K Hold
751
– – 0.21% 50
2024
Q4 		$237K Buy
+751
New +$226K 0.18% 51

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

MontVue Capital Management increased its Visa (V) stake by 245% in Q2 2026, buying an estimated $642K and bringing the position to 2,817 shares worth $966K. The position accounts for 0.56% of the portfolio, ranked #29.

MontVue Capital Management first reported a position in V in Q4 2024 and has held it in 7 quarters since. 1,945 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • MontVue Capital Management held 2,817 shares of Visa worth $966K as of Q2 2026.
  • MontVue Capital Management bought 2,000 Visa shares in Q2 2026, an estimated $642K.
  • Visa made up 0.56% of MontVue Capital Management's portfolio in Q2 2026, its #29 holding.
  • MontVue Capital Management first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 1,945 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on MontVue Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.