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Nutshell Asset Management’s Visa V Stock Holding History

Nutshell 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 		– Sell
-9,800
Closed -$2.96M – 50
2026
Q1 		$2.96M Sell
9,800
-29,475
-75% -$9.48M 1.61% 20
2025
Q4 		$13.8M Buy
39,275
+21,925
+126% +$7.47M 4.91% 5
2025
Q3 		$5.92M Buy
17,350
+10,850
+167% +$3.76M 2.83% 12
2025
Q2 		$2.31M Buy
6,500
+1,700
+35% +$593K 1.37% 21
2025
Q1 		$1.68M Buy
+4,800
New +$1.62M 0.88% 23

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

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

Nutshell Asset Management sold out of Visa (V) in Q2 2026, closing a stake of 9,800 shares — an estimated $2.96M sold.

Nutshell Asset Management first reported a position in V in Q1 2025 and held it in 5 quarters. The position peaked at $13.8M in Q4 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Nutshell Asset Management reported no remaining Visa position as of Q2 2026 after selling out during the quarter.
  • Nutshell Asset Management sold 9,800 Visa shares in Q2 2026, an estimated $2.96M.
  • Nutshell Asset Management first reported a position in Visa in Q1 2025 and held it in 5 quarters.
  • Nutshell Asset Management's Visa position peaked at $13.8M in Q4 2025.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Nutshell Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.