AIP
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Alexis Investment Partners’s Visa V Stock Holding History

Alexis Investment Partners’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 		$835K Sell
2,444
-1,888
-44% -$606K 0.49% 38
2026
Q1 		$1.3M Sell
4,332
-292
-6% -$93.9K 0.89% 28
2025
Q4 		$1.63M Buy
4,624
+128
+3% +$43.6K 0.61% 27
2025
Q3 		$1.53M Buy
4,496
+125
+3% +$43.3K 0.13% 27
2025
Q2 		$1.53M Sell
4,371
-86
-2% -$30K 0.66% 23
2025
Q1 		$1.54M Buy
4,457
+71
+2% +$24K 0.74% 22
2024
Q4 		$1.38M Buy
+4,386
New +$1.32M 0.68% 24

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Alexis Investment Partners's V Position: Q2 2026 in Review

Alexis Investment Partners reduced its Visa (V) stake by 44% in Q2 2026, selling an estimated $606K and leaving 2,444 shares worth $835K. The position accounts for 0.49% of the portfolio, ranked #38.

Alexis Investment Partners first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.63M in Q4 2025. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Alexis Investment Partners held 2,444 shares of Visa worth $835K as of Q2 2026.
  • Alexis Investment Partners sold 1,888 Visa shares in Q2 2026, an estimated $606K.
  • Visa made up 0.49% of Alexis Investment Partners's portfolio in Q2 2026, its #38 holding.
  • Alexis Investment Partners first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Alexis Investment Partners's Visa position peaked at $1.63M in Q4 2025.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Alexis Investment Partners's 13F filing for Q2 2026, filed 23 Jul 2026.