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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
Q1 		$18M Buy
59,622
+30,305
+103% +$9.74M 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 		$9.79M 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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sone Capital Management's V Position: Q1 2026 in Review

Sone Capital Management increased its Visa (V) stake by 103% in Q1 2026, buying an estimated $9.74M and bringing the position to 59,622 shares worth $18M. The position accounts for 1.51% of the portfolio, ranked #24.

Sone Capital Management first reported a position in V in Q4 2024 and has held it in 6 quarters since. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • Sone Capital Management held 59,622 shares of Visa worth $18M as of Q1 2026.
  • Sone Capital Management bought 30,305 Visa shares in Q1 2026, an estimated $9.74M.
  • Visa made up 1.51% of Sone Capital Management's portfolio in Q1 2026, its #24 holding.
  • Sone Capital Management first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on Sone Capital Management's 13F filing for Q1 2026, filed 15 May 2026.