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Sweeney & Michel’s Visa V Stock Holding History

Sweeney & Michel’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 		$595K Sell
1,641
-4
-0.2% -$1.28K 0.16% 82
2026
Q1 		$509K Buy
1,645
+2
+0.1% +$643 0.15% 89
2025
Q4 		$541K Buy
1,643
+2
+0.1% +$681 0.16% 87
2025
Q3 		$564K Buy
1,641
+27
+2% +$9.35K 0.19% 79
2025
Q2 		$562K Sell
1,614
-102
-6% -$35.6K 0.2% 75
2025
Q1 		$529K Buy
+1,716
New +$581K 0.23% 69
2024
Q3 		$503K Buy
1,731
+12
+0.7% +$3.24K 0.2% 76
2024
Q2 		$456K Sell
1,719
-3
-0.2% -$822 0.19% 70
2024
Q1 		$478K Buy
+1,722
New +$475K 0.21% 71
2023
Q3 		$369K Buy
1,514
+1
+0.1% +$240 0.19% 77
2023
Q2 		$362K Buy
1,513
+6
+0.4% +$1.37K 0.19% 83
2023
Q1 		$344K Buy
+1,507
New +$335K 0.18% 86

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

Sweeney & Michel's V Position: Q2 2026 in Review

Sweeney & Michel reduced its Visa (V) stake by 0.24% in Q2 2026, selling an estimated $1.28K and leaving 1,641 shares worth $595K. The position accounts for 0.16% of the portfolio, ranked #82.

Sweeney & Michel first reported a position in V in Q1 2023 and has held it in 12 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Sweeney & Michel held 1,641 shares of Visa worth $595K as of Q2 2026.
  • Sweeney & Michel sold 4 Visa shares in Q2 2026, an estimated $1.28K.
  • Visa made up 0.16% of Sweeney & Michel's portfolio in Q2 2026, its #82 holding.
  • Sweeney & Michel first reported a position in Visa in Q1 2023 and has held it in 12 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.