Wharton Business Group’s Visa V Stock Holding History

Wharton Business Group’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	$224K	Buy	+652	New	+$209K	0.01%	133
2026 Q1	–	Sell	-652	Closed	-$228K	–	147
2025 Q4	$228K	Sell	652 -72	-10%	-$24.5K	0.01%	131
2025 Q3	$247K	Hold	724	–	–	0.01%	128
2025 Q2	$257K	Hold	724	–	–	0.01%	124
2025 Q1	$254K	Hold	724	–	–	0.01%	123
2024 Q4	$229K	Buy	+724	New	+$218K	0.01%	125
2024 Q3	–	Sell	-826	Closed	-$217K	–	148
2024 Q2	$217K	Buy	826 +48	+6%	+$13.2K	0.01%	130
2024 Q1	$217K	Hold	778	–	–	0.01%	130
2023 Q4	$203K	Buy	+778	New	+$192K	0.01%	129
2021 Q2	–	Sell	-1,439	Closed	-$305K	–	127
2021 Q1	$305K	Sell	1,439 -26	-2%	-$5.47K	0.02%	101
2020 Q4	$320K	Buy	1,465 +119	+9%	+$24.4K	0.03%	97
2020 Q3	$269K	Hold	1,346	–	–	0.02%	99
2020 Q2	$260K	Buy	1,346 +100	+8%	+$18.3K	0.03%	98
2020 Q1	$201K	Hold	1,246	–	–	0.02%	96
2019 Q4	$234K	Buy	+1,246	New	+$224K	0.02%	109

Other funds holding V

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wharton Business Group's V Position: Q2 2026 in Review

Wharton Business Group opened a new position in Visa (V) in Q2 2026: 652 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #133 among its holdings. This is a return to the name: Wharton Business Group previously reported a position in V as recently as Q4 2025.

Wharton Business Group first reported a position in V in Q4 2019 and has held it in 15 quarters since. The position peaked at $320K in Q4 2020. 4,582 funds tracked by Wall St. Rank hold V as of Q2 2026.

Wharton Business Group held 652 shares of Visa worth $224K as of Q2 2026.
Visa was a new Wharton Business Group position in Q2 2026.
Visa made up 0.01% of Wharton Business Group's portfolio in Q2 2026, its #133 holding.
Wharton Business Group first reported a position in Visa in Q4 2019 and has held it in 15 quarters since.
Wharton Business Group's Visa position peaked at $320K in Q4 2020.
4,582 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Wharton Business Group's 13F filing for Q2 2026, filed 10 Aug 2026.