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Schear Investment Advisers’s Visa V Stock Holding History

Schear Investment Advisers’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 		$3.47M Buy
10,107
+541
+6% +$174K 1.16% 26
2026
Q1 		$2.89M Buy
9,566
+15
+0.2% +$4.82K 1.27% 24
2025
Q4 		$3.35M Buy
9,551
+46
+0.5% +$15.7K 1.44% 22
2025
Q3 		$3.24M Buy
9,505
+91
+1% +$31.5K 1.45% 20
2025
Q2 		$3.34M Sell
9,414
-157
-2% -$54.7K 1.65% 15
2025
Q1 		$3.35M Sell
9,571
-25
-0.3% -$8.46K 1.93% 13
2024
Q4 		$3.03M Buy
9,596
+517
+6% +$155K 1.61% 15
2024
Q3 		$2.5M Buy
9,079
+863
+11% +$233K 1.54% 18
2024
Q2 		$2.16M Buy
8,216
+612
+8% +$168K 1.56% 15
2024
Q1 		$2.12M Buy
7,604
+722
+10% +$199K 1.7% 15
2023
Q4 		$1.79M Buy
6,882
+4
+0.1% +$986 1.73% 16
2023
Q3 		$1.58M Sell
6,878
-232
-3% -$55.8K 1.71% 16
2023
Q2 		$1.69M Buy
7,110
+729
+11% +$167K 1.78% 16
2023
Q1 		$1.44M Buy
6,381
+90
+1% +$20K 1.72% 15
2022
Q4 		$1.31M Buy
+6,291
New +$1.27M 1.61% 16

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

Schear Investment Advisers's V Position: Q2 2026 in Review

Schear Investment Advisers increased its Visa (V) stake by 5.7% in Q2 2026, buying an estimated $174K and bringing the position to 10,107 shares worth $3.47M. The position accounts for 1.16% of the portfolio, ranked #26.

Schear Investment Advisers first reported a position in V in Q4 2022 and has held it in 15 quarters since. 4,577 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Schear Investment Advisers held 10,107 shares of Visa worth $3.47M as of Q2 2026.
  • Schear Investment Advisers bought 541 Visa shares in Q2 2026, an estimated $174K.
  • Visa made up 1.16% of Schear Investment Advisers's portfolio in Q2 2026, its #26 holding.
  • Schear Investment Advisers first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • 4,577 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Schear Investment Advisers's 13F filing for Q2 2026, filed 27 Jul 2026.