Palladiem’s Visa V Stock Holding History

Palladiem’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	$228K	Sell	665 -282	-30%	-$90.5K	0.22%	48
2026 Q1	$292K	Hold	947	–	–	0.28%	39
2025 Q4	$335K	Buy	+947	New	+$323K	0.32%	34
2023 Q3	$504K	Hold	2,192	–	–	0.54%	31
2023 Q2	$521K	Hold	2,192	–	–	0.54%	30
2023 Q1	$494K	Hold	2,192	–	–	0.53%	28
2022 Q4	$455K	Hold	2,192	–	–	0.47%	30
2022 Q3	$389K	Sell	2,192 -15	-0.7%	-$3.05K	0.41%	31
2022 Q2	$435K	Sell	2,207 -85	-4%	-$17.6K	0.43%	30
2022 Q1	$508K	Hold	2,292	–	–	0.45%	30
2021 Q4	$497K	Hold	2,292	–	–	0.4%	31
2021 Q3	$511K	Hold	2,292	–	–	0.41%	30
2021 Q2	$536K	Hold	2,292	–	–	0.43%	35
2021 Q1	$485K	Sell	2,292 -114	-5%	-$24K	0.42%	30
2020 Q4	$526K	Buy	+2,406	New	+$492K	0.49%	32

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 $3.38T AUM 44.17% 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

Palladiem's V Position: Q2 2026 in Review

Palladiem reduced its Visa (V) stake by 30% in Q2 2026, selling an estimated $90.5K and leaving 665 shares worth $228K. The position accounts for 0.22% of the portfolio, ranked #48.

Palladiem first reported a position in V in Q4 2020 and has held it in 15 quarters since. The position peaked at $536K in Q2 2021. 4,602 funds tracked by Wall St. Rank hold V as of Q2 2026.

Palladiem held 665 shares of Visa worth $228K as of Q2 2026.
Palladiem sold 282 Visa shares in Q2 2026, an estimated $90.5K.
Visa made up 0.22% of Palladiem's portfolio in Q2 2026, its #48 holding.
Palladiem first reported a position in Visa in Q4 2020 and has held it in 15 quarters since.
Palladiem's Visa position peaked at $536K in Q2 2021.
4,602 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Palladiem's 13F filing for Q2 2026, filed 13 Aug 2026.