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Woodward Diversified Capital’s Visa V Stock Holding History

Woodward Diversified Capital’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 		$213K Buy
+622
New +$200K 0.09% 169
2021
Q3 		– Sell
-1,084
Closed -$253K – 220
2021
Q2 		$253K Sell
1,084
-3,273
-75% -$748K 0.14% 163
2021
Q1 		$923K Buy
+4,357
New +$917K 0.54% 53

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

Woodward Diversified Capital's V Position: Q2 2026 in Review

Woodward Diversified Capital opened a new position in Visa (V) in Q2 2026: 622 shares worth $213K. The stake represents 0.09% of the portfolio and ranks #169 among its holdings. This is a return to the name: Woodward Diversified Capital previously reported a position in V as recently as Q2 2021.

Woodward Diversified Capital first reported a position in V in Q1 2021 and has held it in 3 quarters since. The position peaked at $923K in Q1 2021. 4,582 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Woodward Diversified Capital held 622 shares of Visa worth $213K as of Q2 2026.
  • Visa was a new Woodward Diversified Capital position in Q2 2026.
  • Visa made up 0.09% of Woodward Diversified Capital's portfolio in Q2 2026, its #169 holding.
  • Woodward Diversified Capital first reported a position in Visa in Q1 2021 and has held it in 3 quarters since.
  • Woodward Diversified Capital's Visa position peaked at $923K in Q1 2021.
  • 4,582 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.