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Sherman Asset Management’s Visa V Stock Holding History

Sherman Asset 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 		$496K Hold
1,640
– – 0.46% 33
2025
Q4 		$575K Hold
1,640
– – 0.49% 38
2025
Q3 		$560K Sell
1,640
-207
-11% -$71.6K 0.48% 34
2025
Q2 		$656K Hold
1,847
– – 0.58% 31
2025
Q1 		$647K Buy
1,847
+74
+4% +$25K 0.62% 31
2024
Q4 		$560K Buy
+1,773
New +$533K 0.51% 31

Other funds holding V

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
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
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sherman Asset Management's V Position: Q1 2026 in Review

Sherman Asset Management held its Visa (V) position steady in Q1 2026 at 1,640 shares worth $496K. The position accounts for 0.46% of the portfolio, ranked #33.

Sherman Asset Management first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $656K in Q2 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Sherman Asset Management held 1,640 shares of Visa worth $496K as of Q1 2026.
  • Sherman Asset Management left its Visa share count unchanged in Q1 2026.
  • Visa made up 0.46% of Sherman Asset Management's portfolio in Q1 2026, its #33 holding.
  • Sherman Asset Management first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Sherman Asset Management's Visa position peaked at $656K in Q2 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Sherman Asset Management's 13F filing for Q1 2026, filed 5 May 2026.