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tru Independence’s Visa V Stock Holding History

tru Independence’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 		$318K Buy
926
+21
+2% +$6.74K 0.14% 82
2026
Q1 		$274K Buy
905
+23
+3% +$7.4K 0.14% 81
2025
Q4 		$309K Buy
882
+169
+24% +$57.6K 0.08% 106
2025
Q3 		$243K Buy
713
+26
+4% +$9K 0.06% 116
2025
Q2 		$244K Buy
687
+27
+4% +$9.41K 0.07% 112
2025
Q1 		$231K Buy
660
+6
+0.9% +$2.03K 0.07% 107
2024
Q4 		$207K Buy
+654
New +$197K 0.06% 111
2021
Q3 		– Sell
-547
Closed -$128K – 326
2021
Q2 		$128K Sell
547
-974
-64% -$223K 0.04% 113
2021
Q1 		$322K Sell
1,521
-434
-22% -$91.4K 0.06% 206
2020
Q4 		$428 Buy
1,955
+556
+40% +$114K ﹤0.01% 389
2020
Q3 		$280K Sell
1,399
-2,070
-60% -$413K 0.08% 144
2020
Q2 		$670 Buy
3,469
+1,142
+49% +$209K 0.1% 150
2020
Q1 		$374 Hold
2,327
– – 0.06% 167
2019
Q4 		$374K Buy
+2,327
New +$419K 0.05% 193

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

tru Independence's V Position: Q2 2026 in Review

tru Independence increased its Visa (V) stake by 2.3% in Q2 2026, buying an estimated $6.74K and bringing the position to 926 shares worth $318K. The position accounts for 0.14% of the portfolio, ranked #82.

tru Independence first reported a position in V in Q4 2019 and has held it in 14 quarters since. The position peaked at $374K in Q4 2019. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • tru Independence held 926 shares of Visa worth $318K as of Q2 2026.
  • tru Independence bought 21 Visa shares in Q2 2026, an estimated $6.74K.
  • Visa made up 0.14% of tru Independence's portfolio in Q2 2026, its #82 holding.
  • tru Independence first reported a position in Visa in Q4 2019 and has held it in 14 quarters since.
  • tru Independence's Visa position peaked at $374K in Q4 2019.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on tru Independence's 13F filing for Q2 2026, filed 10 Aug 2026.