Shelton Capital Management’s Visa V Stock Holding History

Shelton Capital 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 Q1	$10.2M	Buy	33,897 +237	+0.7%	+$76.2K	0.22%	99
2025 Q4	$11.8M	Sell	33,660 -1,045	-3%	-$356K	0.23%	98
2025 Q3	$11.8M	Sell	34,705 -192	-0.6%	-$66.5K	0.25%	96
2025 Q2	$12.4M	Buy	34,897 +1,239	+4%	+$432K	0.29%	92
2025 Q1	$11.8M	Sell	33,658 -50	-0.1%	-$16.9K	0.28%	93
2024 Q4	$10.7M	Buy	33,708 +562	+2%	+$169K	0.27%	95
2024 Q3	$9.11M	Sell	33,146 -1,255	-4%	-$339K	0.23%	104
2024 Q2	$9.03M	Sell	34,401 -155	-0.4%	-$42.5K	0.25%	99
2024 Q1	$9.64M	Sell	34,556 -12,651	-27%	-$3.49M	0.27%	80
2023 Q4	$12.3M	Sell	47,207 -6,385	-12%	-$1.57M	0.39%	56
2023 Q3	$12.3M	Sell	53,592 -10,000	-16%	-$2.4M	0.45%	43
2023 Q2	$15.1M	Buy	63,592 +19,000	+43%	+$4.35M	0.54%	34
2023 Q1	$10.1M	Buy	44,592 +24,992	+128%	+$5.56M	0.42%	57
2022 Q4	$4.07M	Sell	19,600 -37,266	-66%	-$7.52M	0.43%	57
2022 Q3	$10.1M	Sell	56,866 -1,747	-3%	-$356K	0.48%	46
2022 Q2	$11.5M	Hold	58,613	–	–	0.52%	41
2022 Q1	$13M	Buy	58,613 +13,625	+30%	+$2.95M	0.48%	43
2021 Q4	$9.75M	Buy	44,988 +668	+2%	+$143K	0.35%	63
2021 Q3	$9.87M	Sell	44,320 -124	-0.3%	-$29.1K	0.39%	50
2021 Q2	$10.4M	Buy	44,444 +8,687	+24%	+$1.99M	0.39%	55
2021 Q1	$7.57M	Buy	35,757 +1,362	+4%	+$287K	0.26%	83
2020 Q4	$7.52M	Sell	34,395 -5,132	-13%	-$1.05M	0.34%	60
2020 Q3	$7.9M	Buy	39,527 +25,792	+188%	+$5.15M	0.33%	64
2020 Q2	$2.65M	Sell	13,735 -16,706	-55%	-$3.05M	0.15%	138
2020 Q1	$4.91M	Sell	30,441 -619	-2%	-$117K	0.36%	57
2019 Q4	$5.84M	Sell	31,060 -1,277	-4%	-$230K	0.32%	62
2019 Q3	$5.56M	Sell	32,337 -25,000	-44%	-$4.45M	0.33%	64
2019 Q2	$9.95M	Buy	57,337 +48,547	+552%	+$7.95M	0.57%	38
2019 Q1	$56.3K	Sell	8,790 -38,657	-81%	-$5.57M	0.22%	98
2018 Q4	$6.26M	Buy	47,447 +31,655	+200%	+$4.37M	0.43%	51
2018 Q3	$2.37M	Sell	15,792 -13,825	-47%	-$1.97M	0.14%	146
2018 Q2	$3.92M	Buy	29,617 +7,723	+35%	+$994K	0.24%	96
2018 Q1	$2.62M	Sell	21,894 -1,156	-5%	-$140K	0.17%	123
2017 Q4	$2.63M	Sell	23,050 -490	-2%	-$54.1K	0.17%	128
2017 Q3	$2.48M	Buy	23,540 +890	+4%	+$90.3K	0.17%	132
2017 Q2	$2.12M	Sell	22,650 -536	-2%	-$49.7K	0.15%	138
2017 Q1	$2.06M	Sell	23,186 -2,023	-8%	-$174K	0.14%	131
2016 Q4	$1.97M	Sell	25,209 -89	-0.4%	-$7.16K	0.15%	143
2016 Q3	$2.09M	Sell	25,298 -7,180	-22%	-$575K	0.17%	115
2016 Q2	$2.41M	Sell	32,478 -962	-3%	-$75.3K	0.21%	91
2016 Q1	$2.56M	Buy	33,440 +2,900	+9%	+$211K	0.23%	89
2015 Q4	$2.37M	Sell	30,540 -4,275	-12%	-$331K	0.23%	93
2015 Q3	$2.42M	Buy	34,815 +1,658	+5%	+$118K	0.27%	77
2015 Q2	$2.23M	Buy	33,157 +8,777	+36%	+$595K	0.23%	90
2015 Q1	$1.59M	Hold	24,380	–	–	0.17%	127
2014 Q4	$1.6M	Hold	24,380	–	–	0.19%	111
2014 Q3	$1.3M	Buy	24,380 +2,400	+11%	+$129K	0.17%	117
2014 Q2	$1.16M	Hold	21,980	–	–	0.16%	127
2014 Q1	$1.19M	Buy	21,980 +6,600	+43%	+$367K	0.17%	115
2013 Q4	$856K	Hold	15,380	–	–	0.13%	159
2013 Q3	$735K	Hold	15,380	–	–	0.12%	176
2013 Q2	$703K	Buy	+15,380	New	+$673K	0.13%	167

Other funds holding V

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Shelton Capital Management's V Position: Q1 2026 in Review

Shelton Capital Management increased its Visa (V) stake by 0.7% in Q1 2026, buying an estimated $76.2K and bringing the position to 33,897 shares worth $10.2M. The position accounts for 0.22% of the portfolio, ranked #99.

Shelton Capital Management first reported a position in V in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.1M in Q2 2023. 4,450 funds tracked by Wall St. Rank hold V as of Q1 2026.

Shelton Capital Management held 33,897 shares of Visa worth $10.2M as of Q1 2026.
Shelton Capital Management bought 237 Visa shares in Q1 2026, an estimated $76.2K.
Visa made up 0.22% of Shelton Capital Management's portfolio in Q1 2026, its #99 holding.
Shelton Capital Management first reported a position in Visa in Q2 2013 and has held it in 52 quarters since.
Shelton Capital Management's Visa position peaked at $15.1M in Q2 2023.
4,450 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.