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Vision Retirement’s Visa V Stock Holding History

Vision Retirement’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 		$8.69M Buy
25,332
+24
+0.1% +$7.71K 2.1% 10
2026
Q1 		$7.65M Buy
25,308
+59
+0.2% +$19K 2.18% 10
2025
Q4 		$8.86M Buy
+25,249
New +$8.6M 2.37% 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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vision Retirement's V Position: Q2 2026 in Review

Vision Retirement increased its Visa (V) stake by 0.09% in Q2 2026, buying an estimated $7.71K and bringing the position to 25,332 shares worth $8.69M. The position accounts for 2.1% of the portfolio, ranked #10.

Vision Retirement first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.86M in Q4 2025. 4,385 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Vision Retirement held 25,332 shares of Visa worth $8.69M as of Q2 2026.
  • Vision Retirement bought 24 Visa shares in Q2 2026, an estimated $7.71K.
  • Visa made up 2.1% of Vision Retirement's portfolio in Q2 2026, its #10 holding.
  • Vision Retirement first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's Visa position peaked at $8.86M in Q4 2025.
  • 4,385 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.