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Shepherd Street Advisors’s Visa V Stock Holding History

Shepherd Street Advisors’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 		$1.51M Sell
4,262
-495
-10% -$159K 1.33% 25
2026
Q1 		$1.44M Sell
4,757
-1,265
-21% -$407K 1.42% 25
2025
Q4 		$2.11M Buy
+6,022
New +$2.05M 2.03% 15

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

Shepherd Street Advisors's V Position: Q2 2026 in Review

Shepherd Street Advisors reduced its Visa (V) stake by 10% in Q2 2026, selling an estimated $159K and leaving 4,262 shares worth $1.51M. The position accounts for 1.33% of the portfolio, ranked #25.

Shepherd Street Advisors first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.11M in Q4 2025. 4,557 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Shepherd Street Advisors held 4,262 shares of Visa worth $1.51M as of Q2 2026.
  • Shepherd Street Advisors sold 495 Visa shares in Q2 2026, an estimated $159K.
  • Visa made up 1.33% of Shepherd Street Advisors's portfolio in Q2 2026, its #25 holding.
  • Shepherd Street Advisors first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Shepherd Street Advisors's Visa position peaked at $2.11M in Q4 2025.
  • 4,557 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Shepherd Street Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.