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Wilkinson Global Asset Management’s Visa V Stock Holding History

Wilkinson Global Asset 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 		$51M Sell
148,758
-4,345
-3% -$1.39M 4.05% 11
2026
Q1 		$46.3M Sell
153,103
-3,573
-2% -$1.15M 3.52% 15
2025
Q4 		$54.9M Sell
156,676
-2,609
-2% -$889K 3.75% 12
2025
Q3 		$54.4M Buy
159,285
+1,011
+0.6% +$350K 3.42% 14
2025
Q2 		$56.2M Sell
158,274
-5,815
-4% -$2.03M 3.53% 14
2025
Q1 		$57.5M Buy
164,089
+695
+0.4% +$235K 3.6% 12
2024
Q4 		$51.6M Buy
163,394
+173
+0.1% +$52K 3.17% 15
2024
Q3 		$44.9M Sell
163,221
-3,742
-2% -$1.01M 2.7% 17
2024
Q2 		$43.8M Sell
166,963
-5,779
-3% -$1.58M 2.74% 17
2024
Q1 		$48.2M Buy
172,742
+68
+0% +$18.8K 3.03% 15
2023
Q4 		$45M Sell
172,674
-3,458
-2% -$852K 3.1% 13
2023
Q3 		$40.5M Buy
176,132
+116
+0.1% +$27.9K 3.1% 13
2023
Q2 		$41.8M Sell
176,016
-813
-0.5% -$186K 3.18% 14
2023
Q1 		$39.9M Sell
176,829
-440
-0.2% -$97.9K 3.15% 13
2022
Q4 		$36.8M Sell
177,269
-1,921
-1% -$387K 3.06% 14
2022
Q3 		$31.8M Sell
179,190
-3,630
-2% -$739K 2.87% 13
2022
Q2 		$36M Sell
182,820
-6,690
-4% -$1.38M 3.07% 13
2022
Q1 		$42M Sell
189,510
-4,143
-2% -$896K 2.71% 14
2021
Q4 		$42M Sell
193,653
-2,420
-1% -$520K 2.33% 17
2021
Q3 		$43.7M Sell
196,073
-3,844
-2% -$901K 2.66% 15
2021
Q2 		$46.7M Sell
199,917
-4,076
-2% -$932K 2.76% 12
2021
Q1 		$43.2M Buy
+203,993
New +$42.9M 2.73% 14

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

Wilkinson Global Asset Management's V Position: Q2 2026 in Review

Wilkinson Global Asset Management reduced its Visa (V) stake by 2.8% in Q2 2026, selling an estimated $1.39M and leaving 148,758 shares worth $51M. The position accounts for 4.05% of the portfolio, ranked #11.

Wilkinson Global Asset Management first reported a position in V in Q1 2021 and has held it in 22 quarters since. The position peaked at $57.5M in Q1 2025. 4,594 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Wilkinson Global Asset Management held 148,758 shares of Visa worth $51M as of Q2 2026.
  • Wilkinson Global Asset Management sold 4,345 Visa shares in Q2 2026, an estimated $1.39M.
  • Visa made up 4.05% of Wilkinson Global Asset Management's portfolio in Q2 2026, its #11 holding.
  • Wilkinson Global Asset Management first reported a position in Visa in Q1 2021 and has held it in 22 quarters since.
  • Wilkinson Global Asset Management's Visa position peaked at $57.5M in Q1 2025.
  • 4,594 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Wilkinson Global Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.