Winter & Associates’s Visa V Stock Holding History

Winter & Associates’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	$298K	Hold	870	–	–	0.22%	65
2026 Q1	$264K	Hold	870	–	–	0.23%	68
2025 Q4	$305K	Buy	+870	New	+$296K	0.28%	62

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

Winter & Associates's V Position: Q2 2026 in Review

Winter & Associates held its Visa (V) position steady in Q2 2026 at 870 shares worth $298K. The position accounts for 0.22% of the portfolio, ranked #65.

Winter & Associates first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $305K in Q4 2025. 4,559 funds tracked by Wall St. Rank hold V as of Q2 2026.

Winter & Associates held 870 shares of Visa worth $298K as of Q2 2026.
Winter & Associates left its Visa share count unchanged in Q2 2026.
Visa made up 0.22% of Winter & Associates's portfolio in Q2 2026, its #65 holding.
Winter & Associates first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
Winter & Associates's Visa position peaked at $305K in Q4 2025.
4,559 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.