VELA Investment Management’s Visa V Stock Holding History

VELA 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	$1.45M	Sell	4,225 -14	-0.3%	-$4.5K	0.32%	92
2026 Q1	$1.28M	Hold	4,239	–	–	0.3%	99
2025 Q4	$1.49M	Hold	4,239	–	–	0.35%	85
2025 Q3	$1.45M	Buy	4,239 +14	+0.3%	+$4.84K	0.35%	85
2025 Q2	$1.5M	Sell	4,225 -630	-13%	-$220K	0.41%	77
2025 Q1	$1.7M	Sell	4,855 -114	-2%	-$38.6K	0.53%	64
2024 Q4	$1.57M	Sell	4,969 -5	-0.1%	-$1.5K	0.44%	82
2024 Q3	$1.37M	Buy	4,974 +614	+14%	+$166K	0.42%	83
2024 Q2	$1.14M	Hold	4,360	–	–	0.36%	103
2024 Q1	$1.22M	Buy	4,360 +60	+1%	+$16.6K	0.41%	79
2023 Q4	$1.12M	Buy	4,300 +9	+0.2%	+$2.22K	0.43%	83
2023 Q3	$987K	Hold	4,291	–	–	0.43%	81
2023 Q2	$1.02M	Hold	4,291	–	–	0.47%	80
2023 Q1	$967K	Buy	4,291 +676	+19%	+$150K	0.44%	80
2022 Q4	$751K	Sell	3,615 -44	-1%	-$8.87K	0.37%	84
2022 Q3	$650K	Buy	3,659 +712	+24%	+$145K	0.37%	82
2022 Q2	$580K	Buy	2,947 +392	+15%	+$81K	0.33%	84
2022 Q1	$567K	Hold	2,555	–	–	0.36%	80
2021 Q4	$554K	Buy	+2,555	New	+$548K	0.37%	84

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

VELA Investment Management reduced its Visa (V) stake by 0.33% in Q2 2026, selling an estimated $4.5K and leaving 4,225 shares worth $1.45M. The position accounts for 0.32% of the portfolio, ranked #92.

VELA Investment Management first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.7M in Q1 2025. 4,583 funds tracked by Wall St. Rank hold V as of Q2 2026.

VELA Investment Management held 4,225 shares of Visa worth $1.45M as of Q2 2026.
VELA Investment Management sold 14 Visa shares in Q2 2026, an estimated $4.5K.
Visa made up 0.32% of VELA Investment Management's portfolio in Q2 2026, its #92 holding.
VELA Investment Management first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
VELA Investment Management's Visa position peaked at $1.7M in Q1 2025.
4,583 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on VELA Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.