PDL
V icon

Portfolio Design Labs’s Visa V Stock Holding History

Portfolio Design Labs’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 		$6.09M Sell
17,756
-2,056
-10% -$660K 1% 23
2026
Q1 		$5.99M Sell
19,812
-1,924
-9% -$619K 1.06% 20
2025
Q4 		$7.62M Sell
21,736
-181
-0.8% -$61.7K 1.26% 17
2025
Q3 		$7.48M Sell
21,917
-918
-4% -$318K 1.28% 17
2025
Q2 		$8.11M Sell
22,835
-5,526
-19% -$1.93M 1.59% 14
2025
Q1 		$9.94M Buy
28,361
+11,402
+67% +$3.86M 2.05% 11
2024
Q4 		$5.36M Buy
16,959
+3,877
+30% +$1.17M 1.1% 19
2024
Q3 		$3.6M Sell
13,082
-456
-3% -$123K 1% 22
2024
Q2 		$3.55M Buy
13,538
+155
+1% +$42.5K 1.1% 24
2024
Q1 		$3.73M Buy
13,383
+5,314
+66% +$1.47M 1.26% 18
2023
Q4 		$2.1M Buy
+8,069
New +$1.99M 0.8% 40

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

Portfolio Design Labs's V Position: Q2 2026 in Review

Portfolio Design Labs reduced its Visa (V) stake by 10% in Q2 2026, selling an estimated $660K and leaving 17,756 shares worth $6.09M. The position accounts for 1% of the portfolio, ranked #23.

Portfolio Design Labs first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.94M in Q1 2025. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Portfolio Design Labs held 17,756 shares of Visa worth $6.09M as of Q2 2026.
  • Portfolio Design Labs sold 2,056 Visa shares in Q2 2026, an estimated $660K.
  • Visa made up 1% of Portfolio Design Labs's portfolio in Q2 2026, its #23 holding.
  • Portfolio Design Labs first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • Portfolio Design Labs's Visa position peaked at $9.94M in Q1 2025.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Portfolio Design Labs's 13F filing for Q2 2026, filed 11 Aug 2026.