Winthrop Capital Management’s Visa V Stock Holding History

Winthrop Capital 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	$1.73M	Buy	5,040 +11	+0.2%	+$3.53K	0.42%	48
2026 Q1	$1.52M	Buy	5,029 +195	+4%	+$62.7K	0.39%	53
2025 Q4	$1.7M	Sell	4,834 -466	-9%	-$159K	0.4%	53
2025 Q3	$1.81M	Buy	5,300 +218	+4%	+$75.5K	0.44%	46
2025 Q2	$1.8M	Sell	5,082 -181	-3%	-$63.1K	0.46%	47
2025 Q1	$1.84M	Buy	5,263 +158	+3%	+$53.5K	0.51%	44
2024 Q4	$1.61M	Buy	5,105 +291	+6%	+$87.5K	0.43%	50
2024 Q3	$1.32M	Sell	4,814 -127	-3%	-$34.3K	0.63%	29
2024 Q2	$1.3M	Buy	4,941 +36	+0.7%	+$9.87K	0.65%	30
2024 Q1	$1.37M	Buy	4,905 +41	+0.8%	+$11.3K	0.63%	30
2023 Q4	$1.27M	Buy	+4,864	New	+$1.2M	0.41%	49

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

Winthrop Capital Management's V Position: Q2 2026 in Review

Winthrop Capital Management increased its Visa (V) stake by 0.22% in Q2 2026, buying an estimated $3.53K and bringing the position to 5,040 shares worth $1.73M. The position accounts for 0.42% of the portfolio, ranked #48.

Winthrop Capital Management first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.84M in Q1 2025. 4,585 funds tracked by Wall St. Rank hold V as of Q2 2026.

Winthrop Capital Management held 5,040 shares of Visa worth $1.73M as of Q2 2026.
Winthrop Capital Management bought 11 Visa shares in Q2 2026, an estimated $3.53K.
Visa made up 0.42% of Winthrop Capital Management's portfolio in Q2 2026, its #48 holding.
Winthrop Capital Management first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
Winthrop Capital Management's Visa position peaked at $1.84M in Q1 2025.
4,585 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.