PIM
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Plato Investment Management’s Visa V Stock Holding History

Plato Investment 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 		$15.5M Buy
45,340
+1,957
+5% +$628K 0.88% 17
2026
Q1 		$13.1M Buy
43,383
+1,172
+3% +$377K 0.88% 13
2025
Q4 		$14.9M Sell
42,211
-378
-0.9% -$129K 0.97% 12
2025
Q3 		$14.4M Buy
42,589
+257
+0.6% +$88.9K 0.98% 11
2025
Q2 		$15M Buy
42,332
+378
+0.9% +$132K 1.13% 11
2025
Q1 		$14.9M Sell
41,954
-1,969
-4% -$666K 1.25% 9
2024
Q4 		$13.9M Buy
43,923
+1,058
+2% +$318K 1.02% 11
2024
Q3 		$11.8M Hold
42,865
– – 0.96% 14
2024
Q2 		$11.3M Buy
42,865
+1,596
+4% +$437K 1.05% 13
2024
Q1 		$11.5M Buy
41,269
+36,483
+762% +$10.1M 1.19% 9
2023
Q4 		$1.25M Buy
+4,786
New +$1.18M 1.53% 9

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

Plato Investment Management's V Position: Q2 2026 in Review

Plato Investment Management increased its Visa (V) stake by 4.5% in Q2 2026, buying an estimated $628K and bringing the position to 45,340 shares worth $15.5M. The position accounts for 0.88% of the portfolio, ranked #17.

Plato Investment Management first reported a position in V in Q4 2023 and has held it in 11 quarters since. 4,581 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Plato Investment Management held 45,340 shares of Visa worth $15.5M as of Q2 2026.
  • Plato Investment Management bought 1,957 Visa shares in Q2 2026, an estimated $628K.
  • Visa made up 0.88% of Plato Investment Management's portfolio in Q2 2026, its #17 holding.
  • Plato Investment Management first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • 4,581 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.