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Westend Capital Management’s Visa V Stock Holding History

Westend 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 		$178K Sell
518
-102
-16% -$32.7K 0.04% 60
2026
Q1 		$187K Sell
620
-4
-0.6% -$1.29K 0.06% 51
2025
Q4 		$219K Buy
624
+507
+433% +$173K 0.06% 46
2025
Q3 		$39.9K Buy
117
+9
+8% +$3.12K 0.01% 82
2025
Q2 		$38.3K Buy
108
+49
+83% +$17.1K 0.01% 84
2025
Q1 		$20.7K Hold
59
– – 0.01% 93
2024
Q4 		$18.6K Hold
59
– – 0.01% 93
2024
Q3 		$16.2K Hold
59
– – 0.01% 105
2024
Q2 		$15.5K Sell
59
-29
-33% -$7.95K 0.01% 94
2024
Q1 		$24.6K Buy
+88
New +$24.3K 0.01% 87
2016
Q3 		$1.42M Hold
17,191
– – 1.99% 24
2016
Q2 		$1.27M Sell
17,191
-100
-0.6% -$7.83K 1.85% 26
2016
Q1 		$1.32M Sell
17,291
-16,775
-49% -$1.22M 1.81% 26
2015
Q4 		$2.64M Buy
34,066
+125
+0.4% +$9.68K 3.62% 8
2015
Q3 		$2.58M Buy
33,941
+205
+0.6% +$14.6K 3.27% 10
2015
Q2 		$2.26M Buy
33,736
+268
+0.8% +$18.2K 2.63% 11
2015
Q1 		$2.22M Sell
33,468
-4,836
-13% -$320K 2.62% 12
2014
Q4 		$2.51M Sell
38,304
-6,736
-15% -$405K 2.9% 7
2014
Q3 		$2.32M Buy
45,040
+1,356
+3% +$72.9K 2.53% 17
2014
Q2 		$2.39M Sell
43,684
-288
-0.7% -$15.1K 2.85% 9
2014
Q1 		$2.21M Sell
43,972
-1,948
-4% -$108K 2.63% 11
2013
Q4 		$2.56M Buy
+45,920
New +$2.32M 2.74% 12
2013
Q2 		$2.51M Buy
+54,920
New +$2.4M 2.6% 12

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

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

Westend Capital Management reduced its Visa (V) stake by 16% in Q2 2026, selling an estimated $32.7K and leaving 518 shares worth $178K. The position accounts for 0.04% of the portfolio, ranked #60.

Westend Capital Management first reported a position in V in Q2 2013 and has held it in 23 quarters since. The position peaked at $2.64M in Q4 2015. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Westend Capital Management held 518 shares of Visa worth $178K as of Q2 2026.
  • Westend Capital Management sold 102 Visa shares in Q2 2026, an estimated $32.7K.
  • Visa made up 0.04% of Westend Capital Management's portfolio in Q2 2026, its #60 holding.
  • Westend Capital Management first reported a position in Visa in Q2 2013 and has held it in 23 quarters since.
  • Westend Capital Management's Visa position peaked at $2.64M in Q4 2015.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Westend Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.