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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Neumann Capital Management sold out of Visa (V) in Q2 2026, closing a stake of 1,170 shares — an estimated $354K sold.

Neumann Capital Management first reported a position in V in Q2 2020 and held it in 23 quarters. The position peaked at $416K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

Neumann Capital Management reported no remaining Visa position as of Q2 2026 after selling out during the quarter.
Neumann Capital Management sold 1,170 Visa shares in Q2 2026, an estimated $354K.
Neumann Capital Management first reported a position in Visa in Q2 2020 and held it in 23 quarters.
Neumann Capital Management's Visa position peaked at $416K in Q2 2025.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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