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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
2025
Q4 		– Sell
-4,000
Closed -$1.37M – 196
2025
Q3 		$1.37M Buy
+4,000
New +$1.38M 0.33% 97

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

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.