Storgate’s Visa V Stock Holding History

Storgate’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	$2.37M	Buy	6,903 +5,989	+655%	+$1.92M	0.49%	28
2026 Q1	$276K	Buy	914 +29	+3%	+$9.32K	0.22%	130
2025 Q4	$310K	Buy	+885	New	+$302K	0.26%	120

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 $3.38T AUM 44.17% 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

Storgate's V Position: Q2 2026 in Review

Storgate increased its Visa (V) stake by 655% in Q2 2026, buying an estimated $1.92M and bringing the position to 6,903 shares worth $2.37M. The position accounts for 0.49% of the portfolio, ranked #28.

Storgate first reported a position in V in Q4 2025 and has held it in 3 quarters since. 4,592 funds tracked by Wall St. Rank hold V as of Q2 2026.

Storgate held 6,903 shares of Visa worth $2.37M as of Q2 2026.
Storgate bought 5,989 Visa shares in Q2 2026, an estimated $1.92M.
Visa made up 0.49% of Storgate's portfolio in Q2 2026, its #28 holding.
Storgate first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
4,592 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Storgate's 13F filing for Q2 2026, filed 12 Aug 2026.