SAM
V icon

Sunstone Asset Management’s Visa V Stock Holding History

Sunstone Asset 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
Q2 		$2.5M Hold
7,300
– – 2.71% 14
2026
Q1 		$2.21M Hold
7,300
– – 2.59% 12
2025
Q4 		$2.56M Buy
+7,300
New +$2.49M 2.45% 7

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

Sunstone Asset Management's V Position: Q2 2026 in Review

Sunstone Asset Management held its Visa (V) position steady in Q2 2026 at 7,300 shares worth $2.5M. The position accounts for 2.71% of the portfolio, ranked #14.

Sunstone Asset Management first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.56M in Q4 2025. 4,559 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Sunstone Asset Management held 7,300 shares of Visa worth $2.5M as of Q2 2026.
  • Sunstone Asset Management left its Visa share count unchanged in Q2 2026.
  • Visa made up 2.71% of Sunstone Asset Management's portfolio in Q2 2026, its #14 holding.
  • Sunstone Asset Management first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Sunstone Asset Management's Visa position peaked at $2.56M in Q4 2025.
  • 4,559 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Sunstone Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.