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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
Q2 		$1.18M Buy
3,452
+5
+0.1% +$1.6K 0.38% 52
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 $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

TAGStone Capital's V Position: Q2 2026 in Review

TAGStone Capital increased its Visa (V) stake by 0.15% in Q2 2026, buying an estimated $1.6K and bringing the position to 3,452 shares worth $1.18M. The position accounts for 0.38% of the portfolio, ranked #52.

TAGStone Capital first reported a position in V in Q4 2021 and has held it in 19 quarters since. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • TAGStone Capital held 3,452 shares of Visa worth $1.18M as of Q2 2026.
  • TAGStone Capital bought 5 Visa shares in Q2 2026, an estimated $1.6K.
  • Visa made up 0.38% of TAGStone Capital's portfolio in Q2 2026, its #52 holding.
  • TAGStone Capital first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.