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Sierra Capital’s Visa V Stock Holding History

Sierra Capital’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 		$912K Hold
2,659
– – 0.09% 134
2026
Q1 		$804K Buy
2,659
+269
+11% +$86.5K 0.09% 139
2025
Q4 		$838K Sell
2,390
-10
-0.4% -$3.41K 0.09% 127
2025
Q3 		$819K Hold
2,400
– – 0.09% 142
2025
Q2 		$852K Sell
2,400
-390
-14% -$136K 0.1% 133
2025
Q1 		$978K Sell
2,790
-1,751
-39% -$593K 0.12% 117
2024
Q4 		$1.44M Sell
4,541
-26
-0.6% -$7.82K 0.17% 100
2024
Q3 		$1.26M Buy
4,567
+2,197
+93% +$594K 0.15% 109
2024
Q2 		$622K Hold
2,370
– – 0.08% 139
2024
Q1 		$661K Buy
+2,370
New +$654K 0.09% 134
2023
Q3 		– Sell
-1,678
Closed -$398K – 188
2023
Q2 		$398K Hold
1,678
– – 0.06% 144
2023
Q1 		$378K Sell
1,678
-715
-30% -$159K 0.06% 144
2022
Q4 		$497K Buy
2,393
+139
+6% +$28K 0.09% 127
2022
Q3 		$400K Sell
2,254
-5
-0.2% -$1.02K 0.07% 135
2022
Q2 		$445K Sell
2,259
-101
-4% -$20.9K 0.08% 137
2022
Q1 		$523K Sell
2,360
-28
-1% -$6.06K 0.08% 138
2021
Q4 		$518K Buy
2,388
+831
+53% +$178K 0.08% 141
2021
Q3 		$347K Hold
1,557
– – 0.06% 150
2021
Q2 		$364K Hold
1,557
– – 0.07% 139
2021
Q1 		$330K Buy
+1,557
New +$328K 0.06% 142

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

Sierra Capital's V Position: Q2 2026 in Review

Sierra Capital held its Visa (V) position steady in Q2 2026 at 2,659 shares worth $912K. The position accounts for 0.09% of the portfolio, ranked #134.

Sierra Capital first reported a position in V in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.44M in Q4 2024. 4,577 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Sierra Capital held 2,659 shares of Visa worth $912K as of Q2 2026.
  • Sierra Capital left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.09% of Sierra Capital's portfolio in Q2 2026, its #134 holding.
  • Sierra Capital first reported a position in Visa in Q1 2021 and has held it in 20 quarters since.
  • Sierra Capital's Visa position peaked at $1.44M in Q4 2024.
  • 4,577 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Sierra Capital's 13F filing for Q2 2026, filed 14 Aug 2026.