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Warm Springs Advisors’s Visa V Stock Holding History

Warm Springs 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 		$3.09M Hold
8,996
– – 2.14% 15
2026
Q1 		$2.72M Hold
8,996
– – 2.31% 15
2025
Q4 		$3.15M Sell
8,996
-549
-6% -$187K 2.44% 14
2025
Q3 		$3.26M Hold
9,545
– – 2.47% 15
2025
Q2 		$3.39M Sell
9,545
-227
-2% -$79.1K 2.91% 13
2025
Q1 		$3.42M Sell
9,772
-360
-4% -$122K 3.44% 10
2024
Q4 		$3.2M Buy
+10,132
New +$3.05M 2.97% 11

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 $3.38T AUM 44.17% 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

Warm Springs Advisors's V Position: Q2 2026 in Review

Warm Springs Advisors held its Visa (V) position steady in Q2 2026 at 8,996 shares worth $3.09M. The position accounts for 2.14% of the portfolio, ranked #15.

Warm Springs Advisors first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.42M in Q1 2025. 4,591 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Warm Springs Advisors held 8,996 shares of Visa worth $3.09M as of Q2 2026.
  • Warm Springs Advisors left its Visa share count unchanged in Q2 2026.
  • Visa made up 2.14% of Warm Springs Advisors's portfolio in Q2 2026, its #15 holding.
  • Warm Springs Advisors first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Warm Springs Advisors's Visa position peaked at $3.42M in Q1 2025.
  • 4,591 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Warm Springs Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.