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AlTi Global’s Visa V Stock Holding History

AlTi Global’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 		$8.64M Buy
25,179
+738
+3% +$237K 0.18% 68
2026
Q1 		$7.39M Buy
24,441
+1,319
+6% +$424K 0.16% 69
2025
Q4 		$8.11M Sell
23,122
-266
-1% -$90.6K 0.17% 65
2025
Q3 		$7.98M Buy
23,388
+79
+0.3% +$27.3K 0.19% 68
2025
Q2 		$8.29M Buy
23,309
+1,408
+6% +$491K 0.21% 65
2025
Q1 		$7.67M Sell
21,901
-4,149
-16% -$1.4M 0.2% 60
2024
Q4 		$8.25M Buy
26,050
+796
+3% +$239K 0.2% 62
2024
Q3 		$6.94M Buy
25,254
+4,872
+24% +$1.32M 0.17% 77
2024
Q2 		$5.35M Buy
20,382
+232
+1% +$63.6K 0.14% 77
2024
Q1 		$5.62M Buy
20,150
+2,351
+13% +$649K 0.16% 82
2023
Q4 		$4.63M Buy
+17,799
New +$4.39M 0.14% 80

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 $3.38T AUM 44.17% 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

AlTi Global's V Position: Q2 2026 in Review

AlTi Global increased its Visa (V) stake by 3% in Q2 2026, buying an estimated $237K and bringing the position to 25,179 shares worth $8.64M. The position accounts for 0.18% of the portfolio, ranked #68.

AlTi Global first reported a position in V in Q4 2023 and has held it in 11 quarters since. 4,592 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • AlTi Global held 25,179 shares of Visa worth $8.64M as of Q2 2026.
  • AlTi Global bought 738 Visa shares in Q2 2026, an estimated $237K.
  • Visa made up 0.18% of AlTi Global's portfolio in Q2 2026, its #68 holding.
  • AlTi Global first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • 4,592 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.