SMA Capital’s Visa V Stock Holding History

SMA 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	$1.27M	Buy	+3,712	New	+$1.19M	0.53%	50

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

SMA Capital's V Position: Q2 2026 in Review

SMA Capital opened a new position in Visa (V) in Q2 2026: 3,712 shares worth $1.27M. The stake represents 0.53% of the portfolio and ranks #50 among its holdings.

4,558 funds tracked by Wall St. Rank hold V as of Q2 2026.

SMA Capital held 3,712 shares of Visa worth $1.27M as of Q2 2026.
Visa was a new SMA Capital position in Q2 2026.
Visa made up 0.53% of SMA Capital's portfolio in Q2 2026, its #50 holding.
4,558 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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