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Wilson Asset Management’s Visa V Stock Holding History

Wilson 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 		$15.4M Buy
44,927
+1,055
+2% +$339K 4.23% 7
2026
Q1 		$13.3M Sell
43,872
-12,303
-22% -$3.96M 3.75% 11
2025
Q4 		$19.7M Hold
56,175
– – 5.06% 7
2025
Q3 		$19.2M Sell
56,175
-13,899
-20% -$4.81M 4.75% 7
2025
Q2 		$24.9M Sell
70,074
-3,228
-4% -$1.13M 6.12% 3
2025
Q1 		$25.7M Sell
73,302
-5,386
-7% -$1.82M 6.87% 1
2024
Q4 		$24.9M Sell
78,688
-5,605
-7% -$1.69M 6.45% 1
2024
Q3 		$23.2M Hold
84,293
– – 5.62% 5
2024
Q2 		$22.1M Hold
84,293
– – 5.8% 5
2024
Q1 		$23.5M Sell
84,293
-17,997
-18% -$4.97M 6.07% 4
2023
Q4 		$26.6M Sell
102,290
-3,864
-4% -$952K 7.43% 3
2023
Q3 		$24.6M Sell
106,154
-4,223
-4% -$1.02M 7.06% 3
2023
Q2 		$26.2M Sell
110,377
-7,652
-6% -$1.75M 7.15% 2
2023
Q1 		$26.6M Hold
118,029
– – 7.38% 1
2022
Q4 		$24.5M Sell
118,029
-5,459
-4% -$1.1M 7.45% 1
2022
Q3 		$21.9M Hold
123,488
– – 7.39% 1
2022
Q2 		$24.3M Hold
123,488
– – 7.25% 3
2022
Q1 		$27.4M Buy
+123,488
New +$26.7M 6.83% 2

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

Wilson Asset Management's V Position: Q2 2026 in Review

Wilson Asset Management increased its Visa (V) stake by 2.4% in Q2 2026, buying an estimated $339K and bringing the position to 44,927 shares worth $15.4M. The position accounts for 4.23% of the portfolio, ranked #7.

Wilson Asset Management first reported a position in V in Q1 2022 and has held it in 18 quarters since. The position peaked at $27.4M in Q1 2022. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Wilson Asset Management held 44,927 shares of Visa worth $15.4M as of Q2 2026.
  • Wilson Asset Management bought 1,055 Visa shares in Q2 2026, an estimated $339K.
  • Visa made up 4.23% of Wilson Asset Management's portfolio in Q2 2026, its #7 holding.
  • Wilson Asset Management first reported a position in Visa in Q1 2022 and has held it in 18 quarters since.
  • Wilson Asset Management's Visa position peaked at $27.4M in Q1 2022.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Wilson Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.