RLIM
V icon

Red Lighthouse Investment Management’s Visa V Stock Holding History

Red Lighthouse 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 		$1M Buy
2,928
+22
+0.8% +$7.06K 0.3% 40
2026
Q1 		$878K Buy
2,906
+718
+33% +$231K 0.3% 37
2025
Q4 		$767K Sell
2,188
-807
-27% -$275K 0.27% 34
2025
Q3 		$1.02M Buy
2,995
+4
+0.1% +$1.38K 0.36% 33
2025
Q2 		$1.06M Buy
2,991
+28
+0.9% +$9.76K 0.41% 28
2025
Q1 		$827K Sell
2,963
-2
-0.1% -$677 0.34% 33
2024
Q4 		$937K Buy
2,965
+1
+0% +$301 0.37% 31
2024
Q3 		$815K Hold
2,964
– – 0.32% 36
2024
Q2 		$778K Buy
2,964
+1
+0% +$274 0.33% 37
2024
Q1 		$827K Buy
2,963
+8
+0.3% +$2.21K 0.33% 34
2023
Q4 		$769K Buy
2,955
+14
+0.5% +$3.45K 0.32% 33
2023
Q3 		$676K Buy
2,941
+52
+2% +$12.5K 0.32% 33
2023
Q2 		$686K Hold
2,889
– – 0.31% 33
2023
Q1 		$651K Hold
2,889
– – 0.32% 31
2022
Q4 		$600K Buy
+2,889
New +$583K 0.3% 34

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

Red Lighthouse Investment Management's V Position: Q2 2026 in Review

Red Lighthouse Investment Management increased its Visa (V) stake by 0.76% in Q2 2026, buying an estimated $7.06K and bringing the position to 2,928 shares worth $1M. The position accounts for 0.3% of the portfolio, ranked #40.

Red Lighthouse Investment Management first reported a position in V in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.06M in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Red Lighthouse Investment Management held 2,928 shares of Visa worth $1M as of Q2 2026.
  • Red Lighthouse Investment Management bought 22 Visa shares in Q2 2026, an estimated $7.06K.
  • Visa made up 0.3% of Red Lighthouse Investment Management's portfolio in Q2 2026, its #40 holding.
  • Red Lighthouse Investment Management first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • Red Lighthouse Investment Management's Visa position peaked at $1.06M in Q2 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q2 2026, filed 4 Aug 2026.