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Shuttleworth & Co’s Visa V Stock Holding History

Shuttleworth & Co’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 		$2.45M Buy
7,144
+215
+3% +$69K 1.96% 23
2026
Q1 		$2.09M Buy
6,929
+76
+1% +$24.4K 1.9% 29
2025
Q4 		$2.4M Buy
6,853
+98
+1% +$33.4K 2.2% 19
2025
Q3 		$2.31M Buy
+6,755
New +$2.34M 2.09% 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

Shuttleworth & Co's V Position: Q2 2026 in Review

Shuttleworth & Co increased its Visa (V) stake by 3.1% in Q2 2026, buying an estimated $69K and bringing the position to 7,144 shares worth $2.45M. The position accounts for 1.96% of the portfolio, ranked #23.

Shuttleworth & Co first reported a position in V in Q3 2025 and has held it in 4 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Shuttleworth & Co held 7,144 shares of Visa worth $2.45M as of Q2 2026.
  • Shuttleworth & Co bought 215 Visa shares in Q2 2026, an estimated $69K.
  • Visa made up 1.96% of Shuttleworth & Co's portfolio in Q2 2026, its #23 holding.
  • Shuttleworth & Co first reported a position in Visa in Q3 2025 and has held it in 4 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Shuttleworth & Co's 13F filing for Q2 2026, filed 5 Aug 2026.