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Westerkirk Capital’s Visa V Stock Holding History

Westerkirk Capital’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 		$15M Hold
43,607
– – 1.44% 15
2026
Q1 		$13.2M Sell
43,607
-7,731
-15% -$2.49M 1.42% 12
2025
Q4 		$18M Buy
51,338
+8,285
+19% +$2.82M 1.75% 12
2025
Q3 		$14.7M Buy
43,053
+3,287
+8% +$1.14M 1.68% 10
2025
Q2 		$14.1M Buy
+39,766
New +$13.9M 1.74% 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 $3.37T 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

Westerkirk Capital's V Position: Q2 2026 in Review

Westerkirk Capital held its Visa (V) position steady in Q2 2026 at 43,607 shares worth $15M. The position accounts for 1.44% of the portfolio, ranked #15.

Westerkirk Capital first reported a position in V in Q2 2025 and has held it in 5 quarters since. The position peaked at $18M in Q4 2025. 4,583 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Westerkirk Capital held 43,607 shares of Visa worth $15M as of Q2 2026.
  • Westerkirk Capital left its Visa share count unchanged in Q2 2026.
  • Visa made up 1.44% of Westerkirk Capital's portfolio in Q2 2026, its #15 holding.
  • Westerkirk Capital first reported a position in Visa in Q2 2025 and has held it in 5 quarters since.
  • Westerkirk Capital's Visa position peaked at $18M in Q4 2025.
  • 4,583 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Westerkirk Capital's 13F filing for Q2 2026, filed 10 Aug 2026.