SummitTX Capital
V icon

SummitTX Capital’s Visa V Stock Holding History

SummitTX 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 		$3.85M Sell
11,227
-7,069
-39% -$2.27M 0.1% 226
2026
Q1 		$5.53M Sell
18,296
-12,929
-41% -$4.16M 0.17% 143
2025
Q4 		$11M Buy
31,225
+18,115
+138% +$6.17M 0.33% 65
2025
Q3 		$4.48M Buy
13,110
+4,304
+49% +$1.49M 0.18% 127
2025
Q2 		$3.13M Sell
8,806
-4,869
-36% -$1.7M 0.13% 184
2025
Q1 		$4.79M Buy
+13,675
New +$4.63M 0.21% 123

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 $1.88T 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

SummitTX Capital's V Position: Q2 2026 in Review

SummitTX Capital reduced its Visa (V) stake by 39% in Q2 2026, selling an estimated $2.27M and leaving 11,227 shares worth $3.85M. The position accounts for 0.1% of the portfolio, ranked #226.

SummitTX Capital first reported a position in V in Q1 2025 and has held it in 6 quarters since. The position peaked at $11M in Q4 2025. 4,603 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • SummitTX Capital held 11,227 shares of Visa worth $3.85M as of Q2 2026.
  • SummitTX Capital sold 7,069 Visa shares in Q2 2026, an estimated $2.27M.
  • Visa made up 0.1% of SummitTX Capital's portfolio in Q2 2026, its #226 holding.
  • SummitTX Capital first reported a position in Visa in Q1 2025 and has held it in 6 quarters since.
  • SummitTX Capital's Visa position peaked at $11M in Q4 2025.
  • 4,603 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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