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Warburton Capital Management’s Visa V Stock Holding History

Warburton Capital 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 		$346K Buy
1,009
+197
+24% +$63.2K 0.14% 43
2026
Q1 		$250K Sell
812
-64
-7% -$20.6K 0.12% 55
2025
Q4 		$307K Buy
876
+72
+9% +$24.5K 0.17% 41
2025
Q3 		$279K Buy
804
+8
+1% +$2.77K 0.17% 43
2025
Q2 		$279K Buy
796
+111
+16% +$38.7K 0.17% 40
2025
Q1 		$240K Buy
+685
New +$232K 0.17% 40

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

Warburton Capital Management's V Position: Q2 2026 in Review

Warburton Capital Management increased its Visa (V) stake by 24% in Q2 2026, buying an estimated $63.2K and bringing the position to 1,009 shares worth $346K. The position accounts for 0.14% of the portfolio, ranked #43.

Warburton Capital Management first reported a position in V in Q1 2025 and has held it in 6 quarters since. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Warburton Capital Management held 1,009 shares of Visa worth $346K as of Q2 2026.
  • Warburton Capital Management bought 197 Visa shares in Q2 2026, an estimated $63.2K.
  • Visa made up 0.14% of Warburton Capital Management's portfolio in Q2 2026, its #43 holding.
  • Warburton Capital Management first reported a position in Visa in Q1 2025 and has held it in 6 quarters since.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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