Sittner & Nelson’s Visa V Stock Holding History

Sittner & Nelson’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	$446K	Buy	1,299 +2	+0.2%	+$642	0.14%	112
2026 Q1	$392K	Hold	1,297	–	–	0.14%	110
2025 Q4	$430K	Buy	1,297 +35	+3%	+$11.9K	0.15%	103
2025 Q3	$431K	Hold	1,262	–	–	0.16%	91
2025 Q2	$448K	Hold	1,262	–	–	0.18%	88
2025 Q1	$442K	Hold	1,262	–	–	0.19%	85
2024 Q4	$399K	Buy	1,262 +12	+1%	+$3.61K	0.17%	84
2024 Q3	$344K	Hold	1,250	–	–	0.15%	91
2024 Q2	$328K	Hold	1,250	–	–	0.16%	82
2024 Q1	$349K	Hold	1,250	–	–	0.18%	85
2023 Q4	$325K	Hold	1,250	–	–	0.17%	84
2023 Q3	$288K	Sell	1,250 -20	-2%	-$4.81K	0.17%	86
2023 Q2	$302K	Buy	1,270 +7	+0.6%	+$1.6K	0.17%	87
2023 Q1	$285K	Buy	1,263 +68	+6%	+$15.1K	0.16%	94
2022 Q4	$248K	Hold	1,195	–	–	0.15%	105
2022 Q3	$212K	Buy	1,195 +20	+2%	+$4.07K	0.14%	104
2022 Q2	$231K	Hold	1,175	–	–	0.15%	99
2022 Q1	$261K	Hold	1,175	–	–	0.15%	92
2021 Q4	$255K	Buy	1,175 +100	+9%	+$21.5K	0.15%	92
2021 Q3	$239K	Hold	1,075	–	–	0.15%	86
2021 Q2	$251K	Hold	1,075	–	–	0.18%	79
2021 Q1	$228K	Hold	1,075	–	–	0.17%	81
2020 Q4	$235K	Buy	+1,075	New	+$220K	0.21%	76

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sittner & Nelson's V Position: Q2 2026 in Review

Sittner & Nelson increased its Visa (V) stake by 0.15% in Q2 2026, buying an estimated $642 and bringing the position to 1,299 shares worth $446K. The position accounts for 0.14% of the portfolio, ranked #112.

Sittner & Nelson first reported a position in V in Q4 2020 and has held it in 23 quarters since. The position peaked at $448K in Q2 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

Sittner & Nelson held 1,299 shares of Visa worth $446K as of Q2 2026.
Sittner & Nelson bought 2 Visa shares in Q2 2026, an estimated $642.
Visa made up 0.14% of Sittner & Nelson's portfolio in Q2 2026, its #112 holding.
Sittner & Nelson first reported a position in Visa in Q4 2020 and has held it in 23 quarters since.
Sittner & Nelson's Visa position peaked at $448K in Q2 2025.
4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.