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Wellington-Altus USA’s Visa V Stock Holding History

Wellington-Altus USA’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 		$653K Sell
2,160
-10
-0.5% -$3.21K 0.47% 47
2026
Q1 		$745K Buy
2,170
+69
+3% +$22.2K 0.44% 51
2025
Q4 		$737K Buy
+2,101
New +$716K 0.55% 41

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

Wellington-Altus USA's V Position: Q2 2026 in Review

Wellington-Altus USA reduced its Visa (V) stake by 0.46% in Q2 2026, selling an estimated $3.21K and leaving 2,160 shares worth $653K. The position accounts for 0.47% of the portfolio, ranked #47.

Wellington-Altus USA first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $745K in Q1 2026. 4,585 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Wellington-Altus USA held 2,160 shares of Visa worth $653K as of Q2 2026.
  • Wellington-Altus USA sold 10 Visa shares in Q2 2026, an estimated $3.21K.
  • Visa made up 0.47% of Wellington-Altus USA's portfolio in Q2 2026, its #47 holding.
  • Wellington-Altus USA first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Visa position peaked at $745K in Q1 2026.
  • 4,585 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.