RMP
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Richards, Merrill & Peterson’s Visa V Stock Holding History

Richards, Merrill & Peterson’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 		$2.45M Sell
7,147
-494
-6% -$159K 0.78% 32
2026
Q1 		$2.31M Sell
7,641
-315
-4% -$101K 0.85% 28
2025
Q4 		$2.79M Buy
7,956
+196
+3% +$66.8K 1.07% 22
2025
Q3 		$2.65M Buy
7,760
+32
+0.4% +$11.1K 1.14% 16
2025
Q2 		$2.74M Buy
7,728
+8
+0.1% +$2.79K 1.3% 15
2025
Q1 		$2.71M Sell
7,720
-592
-7% -$200K 1.41% 14
2024
Q4 		$2.63M Buy
+8,312
New +$2.5M 1.37% 14

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

Richards, Merrill & Peterson's V Position: Q2 2026 in Review

Richards, Merrill & Peterson reduced its Visa (V) stake by 6.5% in Q2 2026, selling an estimated $159K and leaving 7,147 shares worth $2.45M. The position accounts for 0.78% of the portfolio, ranked #32.

Richards, Merrill & Peterson first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.79M in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Richards, Merrill & Peterson held 7,147 shares of Visa worth $2.45M as of Q2 2026.
  • Richards, Merrill & Peterson sold 494 Visa shares in Q2 2026, an estimated $159K.
  • Visa made up 0.78% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #32 holding.
  • Richards, Merrill & Peterson first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Richards, Merrill & Peterson's Visa position peaked at $2.79M in Q4 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.