MAM
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Morse Asset Management’s Visa V Stock Holding History

Morse Asset 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 		$204K Sell
596
-25
-4% -$8.03K 0.03% 163
2026
Q1 		$188K Hold
621
– – 0.04% 156
2025
Q4 		$218K Buy
621
+200
+48% +$68.1K 0.04% 151
2025
Q3 		$144K Buy
421
+5
+1% +$1.73K 0.03% 164
2025
Q2 		$148K Buy
416
+90
+28% +$31.4K 0.03% 165
2025
Q1 		$114K Buy
326
+48
+17% +$16.2K 0.03% 167
2024
Q4 		$87.9K Buy
278
+28
+11% +$8.42K 0.02% 184
2024
Q3 		$68.7K Buy
+250
New +$67.6K 0.01% 214
2020
Q4 		– Sell
-1,133
Closed -$227K – 157
2020
Q3 		$227K Sell
1,133
-75
-6% -$15K 0.07% 124
2020
Q2 		$233K Buy
+1,208
New +$221K 0.08% 111
2020
Q1 		– Sell
-1,208
Closed -$227K – 126
2019
Q4 		$227K Hold
1,208
– – 0.08% 119
2019
Q3 		$208K Buy
1,208
+18
+2% +$3.21K 0.08% 117
2019
Q2 		$207K Buy
+1,190
New +$195K 0.06% 127

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

Morse Asset Management's V Position: Q2 2026 in Review

Morse Asset Management reduced its Visa (V) stake by 4% in Q2 2026, selling an estimated $8.03K and leaving 596 shares worth $204K. The position accounts for 0.03% of the portfolio, ranked #163.

Morse Asset Management first reported a position in V in Q2 2019 and has held it in 13 quarters since. The position peaked at $233K in Q2 2020. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Morse Asset Management held 596 shares of Visa worth $204K as of Q2 2026.
  • Morse Asset Management sold 25 Visa shares in Q2 2026, an estimated $8.03K.
  • Visa made up 0.03% of Morse Asset Management's portfolio in Q2 2026, its #163 holding.
  • Morse Asset Management first reported a position in Visa in Q2 2019 and has held it in 13 quarters since.
  • Morse Asset Management's Visa position peaked at $233K in Q2 2020.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.