Veratis Advisors’s Visa V Stock Holding History

Veratis Advisors’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	$810K	Buy	+2,510	New	+$806K	0.57%	38
2025 Q4	$405K	Buy	+1,266	New	+$431K	0.32%	50

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

Veratis Advisors's V Position: Q2 2026 in Review

Veratis Advisors opened a new position in Visa (V) in Q2 2026: 2,510 shares worth $810K. The stake represents 0.57% of the portfolio and ranks #38 among its holdings. This is a return to the name: Veratis Advisors previously reported a position in V as recently as Q4 2025.

Veratis Advisors first reported a position in V in Q4 2025 and has held it in 2 quarters since. 4,559 funds tracked by Wall St. Rank hold V as of Q2 2026.

Veratis Advisors held 2,510 shares of Visa worth $810K as of Q2 2026.
Visa was a new Veratis Advisors position in Q2 2026.
Visa made up 0.57% of Veratis Advisors's portfolio in Q2 2026, its #38 holding.
Veratis Advisors first reported a position in Visa in Q4 2025 and has held it in 2 quarters since.
4,559 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Veratis Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.