Monument Capital Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.13M | Buy |
6,217
+674
| +12% | +$216K | 0.43% | 78 |
|
|
2026
Q1 | $1.68M | Sell |
5,543
-476
| -8% | -$153K | 0.42% | 79 |
|
|
2025
Q4 | $2.11M | Sell |
6,019
-244
| -4% | -$83.1K | 0.53% | 72 |
|
|
2025
Q3 | $2.14M | Sell |
6,263
-398
| -6% | -$138K | 0.53% | 73 |
|
|
2025
Q2 | $2.37M | Buy |
6,661
+211
| +3% | +$73.5K | 0.62% | 69 |
|
|
2025
Q1 | $2.26M | Buy |
6,450
+96
| +2% | +$32.5K | 0.69% | 59 |
|
|
2024
Q4 | $2.01M | Buy |
6,354
+201
| +3% | +$60.4K | 0.55% | 64 |
|
|
2024
Q3 | $1.69M | Hold |
6,153
| – | – | 0.47% | 66 |
|
|
2024
Q2 | $1.61M | Sell |
6,153
-55
| -0.9% | -$15.1K | 0.48% | 65 |
|
|
2024
Q1 | $1.73M | Buy |
6,208
+89
| +1% | +$24.6K | 0.5% | 65 |
|
|
2023
Q4 | $1.59M | Buy |
6,119
+252
| +4% | +$62.1K | 0.51% | 63 |
|
|
2023
Q3 | $1.35M | Buy |
5,867
+153
| +3% | +$36.8K | 0.45% | 68 |
|
|
2023
Q2 | $1.36M | Buy |
5,714
+106
| +2% | +$24.3K | 0.43% | 67 |
|
|
2023
Q1 | $1.26M | Buy |
5,608
+513
| +10% | +$114K | 0.42% | 68 |
|
|
2022
Q4 | $1.06M | Buy |
5,095
+1,924
| +61% | +$388K | 0.36% | 73 |
|
|
2022
Q3 | $563K | Buy |
3,171
+763
| +32% | +$155K | 0.21% | 90 |
|
|
2022
Q2 | $474K | Buy |
2,408
+1,031
| +75% | +$213K | 0.18% | 100 |
|
|
2022
Q1 | $305K | Buy |
1,377
+2
| +0.1% | +$433 | 0.1% | 113 |
|
|
2021
Q4 | $298K | Buy |
1,375
+2
| +0.1% | +$429 | 0.09% | 124 |
|
|
2021
Q3 | $306K | Buy |
1,373
+26
| +2% | +$6.1K | 0.1% | 124 |
|
|
2021
Q2 | $315K | Sell |
1,347
-1
| -0.1% | -$229 | 0.11% | 116 |
|
|
2021
Q1 | $286K | Sell |
1,348
-12,177
| -90% | -$2.56M | 0.11% | 94 |
|
|
2020
Q4 | $2.96M | Buy |
13,525
+176
| +1% | +$36K | 1.37% | 19 |
|
|
2020
Q3 | $2.67M | Sell |
13,349
-10
| -0.1% | -$2K | 1.41% | 17 |
|
|
2020
Q2 | $2.58M | Sell |
13,359
-996
| -7% | -$182K | 1.52% | 15 |
|
|
2020
Q1 | $2.31M | Sell |
14,355
-220
| -2% | -$41.4K | 1.66% | 19 |
|
|
2019
Q4 | $2.74M | Sell |
14,575
-625
| -4% | -$113K | 1.4% | 21 |
|
|
2019
Q3 | $2.62M | Sell |
15,200
-118
| -0.8% | -$21K | 1.42% | 24 |
|
|
2019
Q2 | $2.66M | Sell |
15,318
-1,184
| -7% | -$194K | 1.44% | 19 |
|
|
2019
Q1 | $2.58M | Sell |
16,502
-1,170
| -7% | -$169K | 1.47% | 20 |
|
|
2018
Q4 | $2.33M | Buy |
17,672
+350
| +2% | +$48.3K | 1.46% | 21 |
|
|
2018
Q3 | $2.6M | Buy |
17,322
+1,441
| +9% | +$205K | 1.46% | 18 |
|
|
2018
Q2 | $2.1M | Sell |
15,881
-1,720
| -10% | -$221K | 1.46% | 21 |
|
|
2018
Q1 | $2.08M | Buy |
17,601
+753
| +4% | +$91.3K | 1.42% | 28 |
|
|
2017
Q4 | $1.92M | Buy |
+16,848
| New | +$1.86M | 1.35% | 35 |
|
Other funds holding V
ECU
RG
SCI
WT
Monument Capital Management's V Position: Q2 2026 in Review
Monument Capital Management increased its Visa (V) stake by 12% in Q2 2026, buying an estimated $216K and bringing the position to 6,217 shares worth $2.13M. The position accounts for 0.43% of the portfolio, ranked #78.
Monument Capital Management first reported a position in V in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.96M in Q4 2020. 2,175 funds tracked by Wall St. Rank hold V as of Q2 2026.
- Monument Capital Management held 6,217 shares of Visa worth $2.13M as of Q2 2026.
- Monument Capital Management bought 674 Visa shares in Q2 2026, an estimated $216K.
- Visa made up 0.43% of Monument Capital Management's portfolio in Q2 2026, its #78 holding.
- Monument Capital Management first reported a position in Visa in Q4 2017 and has held it in 35 quarters since.
- Monument Capital Management's Visa position peaked at $2.96M in Q4 2020.
- 2,175 funds tracked by Wall St. Rank held Visa as of Q2 2026.
Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.