YLHM
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Yelin Lapidot Holdings Management’s Visa V Stock Holding History

Yelin Lapidot Holdings 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 		$762K Sell
2,220
-4
-0.2% -$1.28K 0.14% 66
2026
Q1 		$672K Sell
2,224
-65
-3% -$20.9K 0.14% 65
2025
Q4 		$803K Buy
2,289
+40
+2% +$13.6K 0.16% 62
2025
Q3 		$768K Buy
2,249
+47
+2% +$16.3K 0.16% 63
2025
Q2 		$782K Buy
2,202
+15
+0.7% +$5.23K 0.14% 65
2025
Q1 		$766K Hold
2,187
– – 0.15% 66
2024
Q4 		$691K Hold
2,187
– – 0.12% 66
2024
Q3 		$601K Hold
2,187
– – 0.1% 65
2024
Q2 		$574K Hold
2,187
– – 0.1% 65
2024
Q1 		$610K Hold
2,187
– – 0.13% 67
2023
Q4 		$569K Hold
2,187
– – 0.14% 64
2023
Q3 		$507K Buy
+2,187
New +$526K 0.12% 67

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

Yelin Lapidot Holdings Management's V Position: Q2 2026 in Review

Yelin Lapidot Holdings Management reduced its Visa (V) stake by 0.18% in Q2 2026, selling an estimated $1.28K and leaving 2,220 shares worth $762K. The position accounts for 0.14% of the portfolio, ranked #66.

Yelin Lapidot Holdings Management first reported a position in V in Q3 2023 and has held it in 12 quarters since. The position peaked at $803K in Q4 2025. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Yelin Lapidot Holdings Management held 2,220 shares of Visa worth $762K as of Q2 2026.
  • Yelin Lapidot Holdings Management sold 4 Visa shares in Q2 2026, an estimated $1.28K.
  • Visa made up 0.14% of Yelin Lapidot Holdings Management's portfolio in Q2 2026, its #66 holding.
  • Yelin Lapidot Holdings Management first reported a position in Visa in Q3 2023 and has held it in 12 quarters since.
  • Yelin Lapidot Holdings Management's Visa position peaked at $803K in Q4 2025.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Yelin Lapidot Holdings Management's 13F filing for Q2 2026, filed 3 Aug 2026.