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RD Lewis Holdings’s Visa V Stock Holding History

RD Lewis Holdings’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 		$3.87M Buy
10,627
+917
+9% +$294K 2.86% 10
2026
Q1 		$2.99M Sell
9,710
-90
-0.9% -$28.9K 2.59% 11
2025
Q4 		$3.22M Buy
9,800
+292
+3% +$99.5K 2.75% 10
2025
Q3 		$3.22M Buy
9,508
+234
+3% +$81K 3.02% 8
2025
Q2 		$3.08M Buy
9,274
+138
+2% +$48.1K 3.11% 7
2025
Q1 		$3.18M Buy
9,136
+60
+0.7% +$20.3K 3.6% 5
2024
Q4 		$3.16M Buy
+9,076
New +$2.73M 3.47% 5

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

RD Lewis Holdings's V Position: Q2 2026 in Review

RD Lewis Holdings increased its Visa (V) stake by 9.4% in Q2 2026, buying an estimated $294K and bringing the position to 10,627 shares worth $3.87M. The position accounts for 2.86% of the portfolio, ranked #10.

RD Lewis Holdings first reported a position in V in Q4 2024 and has held it in 7 quarters since. 4,577 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • RD Lewis Holdings held 10,627 shares of Visa worth $3.87M as of Q2 2026.
  • RD Lewis Holdings bought 917 Visa shares in Q2 2026, an estimated $294K.
  • Visa made up 2.86% of RD Lewis Holdings's portfolio in Q2 2026, its #10 holding.
  • RD Lewis Holdings first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 4,577 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on RD Lewis Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.