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Papamarkou Wellner Asset Management’s Visa V Stock Holding History

Papamarkou Wellner 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 		$4.19M Hold
13,865
– – 2.63% 8
2026
Q1 		$4.19M Buy
13,865
+163
+1% +$52.4K 2.56% 8
2025
Q4 		$4.81M Buy
13,702
+21
+0.2% +$7.16K 2.89% 6
2025
Q3 		$4.67M Hold
13,681
– – 2.89% 7
2025
Q2 		$4.86M Sell
13,681
-306
-2% -$107K 3.21% 6
2025
Q1 		$4.9M Sell
13,987
-62
-0.4% -$21K 3.41% 6
2024
Q4 		$4.44M Buy
+14,049
New +$4.22M 3.06% 6

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

Papamarkou Wellner Asset Management's V Position: Q2 2026 in Review

Papamarkou Wellner Asset Management held its Visa (V) position steady in Q2 2026 at 13,865 shares worth $4.19M. The position accounts for 2.63% of the portfolio, ranked #8.

Papamarkou Wellner Asset Management first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.9M in Q1 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Papamarkou Wellner Asset Management held 13,865 shares of Visa worth $4.19M as of Q2 2026.
  • Papamarkou Wellner Asset Management left its Visa share count unchanged in Q2 2026.
  • Visa made up 2.63% of Papamarkou Wellner Asset Management's portfolio in Q2 2026, its #8 holding.
  • Papamarkou Wellner Asset Management first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Papamarkou Wellner Asset Management's Visa position peaked at $4.9M in Q1 2025.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Papamarkou Wellner Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.