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Smartleaf Asset Management’s Visa V Stock Holding History

Smartleaf 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
Q2 		$10.5M Hold
30,636
– – 0.34% 56
2026
Q1 		$9.18M Buy
30,636
+853
+3% +$274K 0.33% 59
2025
Q4 		$10.5M Buy
29,783
+1,172
+4% +$399K 0.4% 47
2025
Q3 		$9.73M Buy
28,611
+5,661
+25% +$1.96M 0.6% 25
2025
Q2 		$8M Sell
22,950
-1,828
-7% -$637K 0.71% 21
2025
Q1 		$8.5M Buy
24,778
+974
+4% +$330K 0.82% 17
2024
Q4 		$7.51M Buy
23,804
+3,762
+19% +$1.13M 0.77% 19
2024
Q3 		$5.52M Buy
20,042
+4,914
+32% +$1.33M 0.67% 23
2024
Q2 		$4.03M Buy
15,128
+2,445
+19% +$670K 0.66% 26
2024
Q1 		$3.54M Buy
12,683
+3,278
+35% +$905K 0.68% 30
2023
Q4 		$2.43M Buy
+9,405
New +$2.32M 0.65% 36

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

Smartleaf Asset Management's V Position: Q2 2026 in Review

Smartleaf Asset Management held its Visa (V) position steady in Q2 2026 at 30,636 shares worth $10.5M. The position accounts for 0.34% of the portfolio, ranked #56.

Smartleaf Asset Management first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.5M in Q4 2025. 4,583 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Smartleaf Asset Management held 30,636 shares of Visa worth $10.5M as of Q2 2026.
  • Smartleaf Asset Management left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.34% of Smartleaf Asset Management's portfolio in Q2 2026, its #56 holding.
  • Smartleaf Asset Management first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's Visa position peaked at $10.5M in Q4 2025.
  • 4,583 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.