WIM
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Walsky Investment Management’s Visa V Stock Holding History

Walsky 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 		$5.72M Sell
16,686
-114
-0.7% -$36.6K 5.32% 2
2026
Q1 		$5.08M Sell
16,800
-250
-1% -$80.4K 5.18% 3
2025
Q4 		$5.98M Buy
+17,050
New +$5.81M 6.09% 2

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

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

Walsky Investment Management reduced its Visa (V) stake by 0.68% in Q2 2026, selling an estimated $36.6K and leaving 16,686 shares worth $5.72M. The position accounts for 5.32% of the portfolio, ranked #2.

Walsky Investment Management first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.98M in Q4 2025. 4,559 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Walsky Investment Management held 16,686 shares of Visa worth $5.72M as of Q2 2026.
  • Walsky Investment Management sold 114 Visa shares in Q2 2026, an estimated $36.6K.
  • Visa made up 5.32% of Walsky Investment Management's portfolio in Q2 2026, its #2 holding.
  • Walsky Investment Management first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Walsky Investment Management's Visa position peaked at $5.98M in Q4 2025.
  • 4,559 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Walsky Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.