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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
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 $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

SummitTX Capital's V Position: Q1 2026 in Review

SummitTX Capital reduced its Visa (V) stake by 41% in Q1 2026, selling an estimated $4.16M and leaving 18,296 shares worth $5.53M. The position accounts for 0.17% of the portfolio, ranked #143.

SummitTX Capital first reported a position in V in Q1 2025 and has held it in 5 quarters since. The position peaked at $11M in Q4 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • SummitTX Capital held 18,296 shares of Visa worth $5.53M as of Q1 2026.
  • SummitTX Capital sold 12,929 Visa shares in Q1 2026, an estimated $4.16M.
  • Visa made up 0.17% of SummitTX Capital's portfolio in Q1 2026, its #143 holding.
  • SummitTX Capital first reported a position in Visa in Q1 2025 and has held it in 5 quarters since.
  • SummitTX Capital's Visa position peaked at $11M in Q4 2025.
  • 4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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