Vulcan Value Partners, a major investment firm, significantly reduced its holding in Visa (V) during the second quarter of 2026. According to a quarterly disclosure filed with the SEC, the firm sold over 176,000 shares, cutting its position by 27.55% to 463,271 shares. This information, released on August 10, 2026, reflects trades made between April 1 and June 30, 2026.
The value of Vulcan's remaining Visa stake was reported as $158.94 million at the end of the second quarter. The estimated value of the shares sold is approximately $60.45 million. While the firm has not publicly commented on the specific reasons for this trade, its investment philosophy involves reducing positions as they approach their estimate of fair value. Notably, Visa's stock was reported to have reached a new all-time high in late August 2026.