NIM
V icon

NEOS Investment Management’s Visa V Stock Holding History

NEOS Investment 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 		$93.7M Buy
273,079
+25,444
+10% +$8.17M 0.35% 48
2026
Q1 		$74.8M Buy
247,635
+7,439
+3% +$2.39M 0.38% 49
2025
Q4 		$84.2M Buy
240,196
+35,921
+18% +$12.2M 0.49% 36
2025
Q3 		$69.7M Buy
204,275
+58,408
+40% +$20.2M 0.52% 30
2025
Q2 		$51.8M Buy
145,867
+29,211
+25% +$10.2M 0.64% 23
2025
Q1 		$40.9M Buy
116,656
+25,229
+28% +$8.54M 0.78% 19
2024
Q4 		$28.9M Buy
91,427
+22,678
+33% +$6.82M 0.68% 20
2024
Q3 		$18.9M Buy
68,749
+8,330
+14% +$2.25M 0.57% 31
2024
Q2 		$15.9M Buy
60,419
+19,074
+46% +$5.23M 0.65% 25
2024
Q1 		$11.5M Buy
41,345
+13,296
+47% +$3.67M 0.71% 22
2023
Q4 		$7.3M Buy
28,049
+6,288
+29% +$1.55M 0.69% 27
2023
Q3 		$5.01M Buy
+21,761
New +$5.23M 0.64% 28

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

NEOS Investment Management's V Position: Q2 2026 in Review

NEOS Investment Management increased its Visa (V) stake by 10% in Q2 2026, buying an estimated $8.17M and bringing the position to 273,079 shares worth $93.7M. The position accounts for 0.35% of the portfolio, ranked #48.

NEOS Investment Management first reported a position in V in Q3 2023 and has held it in 12 quarters since. 4,581 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • NEOS Investment Management held 273,079 shares of Visa worth $93.7M as of Q2 2026.
  • NEOS Investment Management bought 25,444 Visa shares in Q2 2026, an estimated $8.17M.
  • Visa made up 0.35% of NEOS Investment Management's portfolio in Q2 2026, its #48 holding.
  • NEOS Investment Management first reported a position in Visa in Q3 2023 and has held it in 12 quarters since.
  • 4,581 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.