ZIG
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Zuckerman Investment Group’s Visa V Stock Holding History

Zuckerman Investment Group’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 		$10.9M Buy
31,701
+21,355
+206% +$6.86M 0.92% 38
2026
Q1 		$3.13M Buy
10,346
+1,247
+14% +$401K 0.29% 51
2025
Q4 		$3.19M Sell
9,099
-145
-2% -$49.4K 0.28% 48
2025
Q3 		$3.16M Buy
9,244
+273
+3% +$94.5K 0.29% 50
2025
Q2 		$3.19M Buy
8,971
+1,168
+15% +$407K 0.31% 51
2025
Q1 		$2.73M Buy
7,803
+54
+0.7% +$18.3K 0.29% 52
2024
Q4 		$2.68M Buy
7,749
+393
+5% +$118K 0.26% 52
2024
Q3 		$2.02M Sell
7,356
-184
-2% -$49.7K 0.21% 57
2024
Q2 		$1.98M Buy
7,540
+56
+0.7% +$15.3K 0.23% 55
2024
Q1 		$2.09M Buy
7,484
+1,379
+23% +$381K 0.24% 53
2023
Q4 		$1.59M Buy
6,105
+2,975
+95% +$733K 0.21% 54
2023
Q3 		$720K Buy
3,130
+167
+6% +$40.1K 0.1% 66
2023
Q2 		$704K Sell
2,963
-19
-0.6% -$4.35K 0.1% 68
2023
Q1 		$672K Buy
2,982
+17
+0.6% +$3.78K 0.1% 67
2022
Q4 		$616K Buy
2,965
+380
+15% +$76.6K 0.1% 73
2022
Q3 		$459K Buy
2,585
+343
+15% +$69.8K 0.09% 74
2022
Q2 		$441K Buy
2,242
+238
+12% +$49.2K 0.08% 72
2022
Q1 		$444K Buy
2,004
+216
+12% +$46.7K 0.07% 73
2021
Q4 		$387K Buy
1,788
+120
+7% +$25.8K 0.06% 84
2021
Q3 		$372K Buy
1,668
+110
+7% +$25.8K 0.06% 87
2021
Q2 		$364K Sell
1,558
-85
-5% -$19.4K 0.06% 89
2021
Q1 		$348K Buy
1,643
+615
+60% +$129K 0.06% 86
2020
Q4 		$225K Buy
+1,028
New +$210K 0.04% 82

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

Zuckerman Investment Group's V Position: Q2 2026 in Review

Zuckerman Investment Group increased its Visa (V) stake by 206% in Q2 2026, buying an estimated $6.86M and bringing the position to 31,701 shares worth $10.9M. The position accounts for 0.92% of the portfolio, ranked #38.

Zuckerman Investment Group first reported a position in V in Q4 2020 and has held it in 23 quarters since. 4,570 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Zuckerman Investment Group held 31,701 shares of Visa worth $10.9M as of Q2 2026.
  • Zuckerman Investment Group bought 21,355 Visa shares in Q2 2026, an estimated $6.86M.
  • Visa made up 0.92% of Zuckerman Investment Group's portfolio in Q2 2026, its #38 holding.
  • Zuckerman Investment Group first reported a position in Visa in Q4 2020 and has held it in 23 quarters since.
  • 4,570 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Zuckerman Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.