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Shelter Rock Management’s Visa V Stock Holding History

Shelter Rock 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 		$6.09M Buy
17,754
+67
+0.4% +$21.5K 5.91% 7
2026
Q1 		$5.35M Buy
17,687
+323
+2% +$104K 5.67% 8
2025
Q4 		$6.09M Buy
+17,364
New +$5.92M 6.11% 8

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

Shelter Rock Management's V Position: Q2 2026 in Review

Shelter Rock Management increased its Visa (V) stake by 0.38% in Q2 2026, buying an estimated $21.5K and bringing the position to 17,754 shares worth $6.09M. The position accounts for 5.91% of the portfolio, ranked #7.

Shelter Rock Management first reported a position in V in Q4 2025 and has held it in 3 quarters since. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Shelter Rock Management held 17,754 shares of Visa worth $6.09M as of Q2 2026.
  • Shelter Rock Management bought 67 Visa shares in Q2 2026, an estimated $21.5K.
  • Visa made up 5.91% of Shelter Rock Management's portfolio in Q2 2026, its #7 holding.
  • Shelter Rock Management first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Shelter Rock Management's 13F filing for Q2 2026, filed 13 Jul 2026.