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Synergy Investment Management’s Visa V Stock Holding History

Synergy Investment 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 		$348K Buy
988
+298
+43% +$95.7K 0.08% 119
2026
Q1 		$209K Buy
690
+39
+6% +$12.5K 0.07% 130
2025
Q4 		$228K Buy
651
+54
+9% +$18.4K 0.08% 122
2025
Q3 		$204K Hold
597
– – 0.08% 127
2025
Q2 		$212K Hold
597
– – 0.13% 78
2025
Q1 		$209K Buy
597
+30
+5% +$10.2K 0.09% 120
2024
Q4 		$179K Buy
+567
New +$170K 0.08% 127

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

Synergy Investment Management's V Position: Q2 2026 in Review

Synergy Investment Management increased its Visa (V) stake by 43% in Q2 2026, buying an estimated $95.7K and bringing the position to 988 shares worth $348K. The position accounts for 0.08% of the portfolio, ranked #119.

Synergy Investment Management first reported a position in V in Q4 2024 and has held it in 7 quarters since. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Synergy Investment Management held 988 shares of Visa worth $348K as of Q2 2026.
  • Synergy Investment Management bought 298 Visa shares in Q2 2026, an estimated $95.7K.
  • Visa made up 0.08% of Synergy Investment Management's portfolio in Q2 2026, its #119 holding.
  • Synergy Investment Management first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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