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Sunpointe’s Visa V Stock Holding History

Sunpointe’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 		$1.05M Buy
3,064
+99
+3% +$31.8K 0.3% 75
2026
Q1 		$896K Sell
2,965
-44
-1% -$14.1K 0.29% 78
2025
Q4 		$1.06M Buy
3,009
+97
+3% +$33K 0.35% 57
2025
Q3 		$994K Sell
2,912
-143
-5% -$49.5K 0.36% 59
2025
Q2 		$1.08M Buy
3,055
+206
+7% +$71.8K 0.43% 52
2025
Q1 		$999K Sell
2,849
-1,388
-33% -$470K 0.53% 41
2024
Q4 		$1.34M Buy
4,237
+154
+4% +$46.3K 0.67% 40
2024
Q3 		$1.12M Buy
4,083
+11
+0.3% +$2.97K 0.92% 25
2024
Q2 		$1.07M Buy
4,072
+196
+5% +$53.7K 0.7% 30
2024
Q1 		$1.08M Buy
3,876
+24
+0.6% +$6.63K 1.2% 19
2023
Q4 		$1M Buy
+3,852
New +$949K 1.27% 16

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 $3.37T AUM 44.26% 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

Sunpointe's V Position: Q2 2026 in Review

Sunpointe increased its Visa (V) stake by 3.3% in Q2 2026, buying an estimated $31.8K and bringing the position to 3,064 shares worth $1.05M. The position accounts for 0.3% of the portfolio, ranked #75.

Sunpointe first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.34M in Q4 2024. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Sunpointe held 3,064 shares of Visa worth $1.05M as of Q2 2026.
  • Sunpointe bought 99 Visa shares in Q2 2026, an estimated $31.8K.
  • Visa made up 0.3% of Sunpointe's portfolio in Q2 2026, its #75 holding.
  • Sunpointe first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • Sunpointe's Visa position peaked at $1.34M in Q4 2024.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.