Route One Investment Company’s Visa V Stock Holding History

Route One Investment Company’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	$36.6M	Buy	+106,700	New	+$34.3M	1.47%	17
2014 Q4	–	Sell	-654,016	Closed	-$34.9M	–	9
2014 Q3	$34.9M	Sell	654,016 -169,200	-21%	-$9.09M	8.06%	7
2014 Q2	$43.4M	Hold	823,216	–	–	9.56%	6
2014 Q1	$44.4M	Hold	823,216	–	–	7.54%	7
2013 Q4	$45.8M	Sell	823,216 -62,000	-7%	-$3.13M	9.79%	6
2013 Q3	$42.3M	Sell	885,216 -378,400	-30%	-$17.5M	10.49%	5
2013 Q2	$57.7M	Buy	+1,263,616	New	+$55.3M	10.23%	5

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Route One Investment Company's V Position: Q2 2026 in Review

Route One Investment Company opened a new position in Visa (V) in Q2 2026: 106,700 shares worth $36.6M. The stake represents 1.47% of the portfolio and ranks #17 among its holdings. This is a return to the name: Route One Investment Company previously reported a position in V as recently as Q3 2014.

Route One Investment Company first reported a position in V in Q2 2013 and has held it in 7 quarters since. The position peaked at $57.7M in Q2 2013. 4,539 funds tracked by Wall St. Rank hold V as of Q2 2026.

Route One Investment Company held 106,700 shares of Visa worth $36.6M as of Q2 2026.
Visa was a new Route One Investment Company position in Q2 2026.
Visa made up 1.47% of Route One Investment Company's portfolio in Q2 2026, its #17 holding.
Route One Investment Company first reported a position in Visa in Q2 2013 and has held it in 7 quarters since.
Route One Investment Company's Visa position peaked at $57.7M in Q2 2013.
4,539 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Route One Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.