Neumann Capital Management’s Visa V Stock Holding History

Neumann 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 Q3	$420K	Buy	+1,170	New	+$428K	0.11%	87
2026 Q2	–	Sell	-1,170	Closed	-$354K	–	101
2026 Q1	$354K	Hold	1,170	–	–	0.1%	89
2025 Q4	$410K	Hold	1,170	–	–	0.12%	86
2025 Q3	$399K	Sell	1,170 -2	-0.2%	-$692	0.12%	87
2025 Q2	$416K	Buy	1,172 +2	+0.2%	+$697	0.13%	84
2025 Q1	$410K	Buy	1,170 +100	+9%	+$33.8K	0.14%	85
2024 Q4	$338K	Hold	1,070	–	–	0.11%	90
2024 Q3	$294K	Hold	1,070	–	–	0.1%	93
2024 Q2	$281K	Hold	1,070	–	–	0.1%	89
2024 Q1	$299K	Hold	1,070	–	–	0.11%	86
2023 Q4	$279K	Hold	1,070	–	–	0.11%	87
2023 Q3	$246K	Hold	1,070	–	–	0.11%	86
2023 Q2	$254K	Hold	1,070	–	–	0.11%	88
2023 Q1	$241K	Hold	1,070	–	–	0.11%	89
2022 Q4	$222K	Buy	+1,070	New	+$216K	0.1%	87
2022 Q3	–	Sell	-1,130	Closed	-$223K	–	90
2022 Q2	$223K	Hold	1,130	–	–	0.11%	79
2022 Q1	$251K	Hold	1,130	–	–	0.11%	83
2021 Q4	$245K	Hold	1,130	–	–	0.1%	84
2021 Q3	$252K	Hold	1,130	–	–	0.11%	80
2021 Q2	$264K	Hold	1,130	–	–	0.12%	78
2021 Q1	$239K	Sell	1,130 -70	-6%	-$14.7K	0.11%	73
2020 Q4	$263K	Hold	1,200	–	–	0.13%	71
2020 Q3	$240K	Hold	1,200	–	–	0.14%	69
2020 Q2	$232K	Buy	+1,200	New	+$219K	0.14%	69

Other funds holding V

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Neumann Capital Management's V Position: Q3 2026 in Review

Neumann Capital Management opened a new position in Visa (V) in Q3 2026: 1,170 shares worth $420K. The stake represents 0.11% of the portfolio and ranks #87 among its holdings. This is a return to the name: Neumann Capital Management previously reported a position in V as recently as Q1 2026.

Neumann Capital Management first reported a position in V in Q2 2020 and has held it in 24 quarters since. 3,627 funds tracked by Wall St. Rank hold V as of Q3 2026.

Neumann Capital Management held 1,170 shares of Visa worth $420K as of Q3 2026.
Visa was a new Neumann Capital Management position in Q3 2026.
Visa made up 0.11% of Neumann Capital Management's portfolio in Q3 2026, its #87 holding.
Neumann Capital Management first reported a position in Visa in Q2 2020 and has held it in 24 quarters since.
3,627 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Neumann Capital Management's 13F filing for Q3 2026, filed 15 Oct 2026.