VH
V icon

ValueAct Holdings’s Visa V Stock Holding History

ValueAct Holdings’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 		$795M Hold
2,316,250
– – 14.1% 1
2026
Q1 		$700M Buy
2,316,250
+598,000
+35% +$192M 12.26% 1
2025
Q4 		$603M Buy
1,718,250
+152,400
+10% +$51.9M 8.58% 6
2025
Q3 		$535M Buy
1,565,850
+320,900
+26% +$111M 9.02% 5
2025
Q2 		$442M Sell
1,244,950
-68,000
-5% -$23.7M 7.89% 6
2025
Q1 		$460M Buy
1,312,950
+939,350
+251% +$318M 10.04% 6
2024
Q4 		$118M Hold
373,600
– – 2.69% 10
2024
Q3 		$103M Buy
+373,600
New +$101M 2.35% 9

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

ValueAct Holdings's V Position: Q2 2026 in Review

ValueAct Holdings held its Visa (V) position steady in Q2 2026 at 2,316,250 shares worth $795M. The position accounts for 14.1% of the portfolio, ranked #1.

ValueAct Holdings first reported a position in V in Q3 2024 and has held it in 8 quarters since. 4,538 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • ValueAct Holdings held 2,316,250 shares of Visa worth $795M as of Q2 2026.
  • ValueAct Holdings left its Visa share count unchanged in Q2 2026.
  • Visa made up 14.1% of ValueAct Holdings's portfolio in Q2 2026, its #1 holding.
  • ValueAct Holdings first reported a position in Visa in Q3 2024 and has held it in 8 quarters since.
  • 4,538 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on ValueAct Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.