Sone Capital Management
V icon

Sone Capital Management’s Visa V Stock Holding History

Sone Capital 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 		– Sell
-59,622
Closed -$18M – 128
2026
Q1 		$18M Buy
59,622
+30,305
+103% +$9.7M 1.51% 24
2025
Q4 		$10.3M Sell
29,317
-17,117
-37% -$5.83M 0.83% 51
2025
Q3 		$15.9M Buy
46,434
+18,847
+68% +$6.52M 1.33% 30
2025
Q2 		$9.8M Buy
27,587
+3,583
+15% +$1.25M 0.9% 46
2025
Q1 		$8.41M Buy
24,004
+7,206
+43% +$2.44M 0.87% 44
2024
Q4 		$5.31M Buy
+16,798
New +$5.05M 0.67% 63

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 $3.38T AUM 44.17% 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 $1.92T AUM 36.1% 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

Sone Capital Management's V Position: Q2 2026 in Review

Sone Capital Management sold out of Visa (V) in Q2 2026, closing a stake of 59,622 shares — an estimated $18M sold.

Sone Capital Management first reported a position in V in Q4 2024 and held it in 6 quarters. The position peaked at $18M in Q1 2026. 4,610 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Sone Capital Management reported no remaining Visa position as of Q2 2026 after selling out during the quarter.
  • Sone Capital Management sold 59,622 Visa shares in Q2 2026, an estimated $18M.
  • Sone Capital Management first reported a position in Visa in Q4 2024 and held it in 6 quarters.
  • Sone Capital Management's Visa position peaked at $18M in Q1 2026.
  • 4,610 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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