TC
V icon

TAGStone Capital’s Visa V Stock Holding History

TAGStone 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 		$1.04M Buy
3,447
+990
+40% +$318K 0.37% 50
2025
Q4 		$862K Buy
2,457
+5
+0.2% +$1.7K 0.32% 54
2025
Q3 		$837K Buy
2,452
+4
+0.2% +$1.38K 0.33% 54
2025
Q2 		$825K Buy
2,448
+4
+0.2% +$1.39K 0.34% 53
2025
Q1 		$857K Buy
2,444
+3
+0.1% +$1.01K 0.42% 46
2024
Q4 		$771K Buy
2,441
+15
+0.6% +$4.51K 0.38% 46
2024
Q3 		$667K Buy
2,426
+10
+0.4% +$2.7K 0.34% 50
2024
Q2 		$634K Buy
2,416
+48
+2% +$13.2K 0.36% 46
2024
Q1 		$661K Buy
2,368
+12
+0.5% +$3.31K 0.39% 46
2023
Q4 		$613K Buy
2,356
+4
+0.2% +$986 0.4% 46
2023
Q3 		$541K Buy
2,352
+106
+5% +$25.5K 0.4% 47
2023
Q2 		$533K Sell
2,246
-117
-5% -$26.8K 0.38% 48
2023
Q1 		$533K Buy
2,363
+5
+0.2% +$1.11K 0.4% 52
2022
Q4 		$490K Buy
2,358
+5
+0.2% +$1.01K 0.4% 52
2022
Q3 		$418K Buy
2,353
+4
+0.2% +$814 0.39% 53
2022
Q2 		$462K Sell
2,349
-26
-1% -$5.37K 0.44% 51
2022
Q1 		$527K Buy
2,375
+104
+5% +$22.5K 0.44% 47
2021
Q4 		$492K Buy
+2,271
New +$488K 0.41% 49

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

TAGStone Capital's V Position: Q1 2026 in Review

TAGStone Capital increased its Visa (V) stake by 40% in Q1 2026, buying an estimated $318K and bringing the position to 3,447 shares worth $1.04M. The position accounts for 0.37% of the portfolio, ranked #50.

TAGStone Capital first reported a position in V in Q4 2021 and has held it in 18 quarters since. 4,446 funds tracked by Wall St. Rank hold V as of Q1 2026.

  • TAGStone Capital held 3,447 shares of Visa worth $1.04M as of Q1 2026.
  • TAGStone Capital bought 990 Visa shares in Q1 2026, an estimated $318K.
  • Visa made up 0.37% of TAGStone Capital's portfolio in Q1 2026, its #50 holding.
  • TAGStone Capital first reported a position in Visa in Q4 2021 and has held it in 18 quarters since.
  • 4,446 funds tracked by Wall St. Rank held Visa as of Q1 2026.

Based on TAGStone Capital's 13F filing for Q1 2026, filed 11 May 2026.