AIS
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AM Investment Strategies’s Visa V Stock Holding History

AM Investment Strategies’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 		$927K Hold
2,701
– – 0.18% 53
2026
Q1 		$816K Hold
2,701
– – 0.18% 57
2025
Q4 		$947K Sell
2,701
-1,311
-33% -$447K 0.2% 56
2025
Q3 		$1.37M Sell
4,012
-27
-0.7% -$9.35K 0.3% 47
2025
Q2 		$1.43M Sell
4,039
-73
-2% -$25.4K 0.34% 43
2025
Q1 		$1.44M Hold
4,112
– – 0.35% 41
2024
Q4 		$1.3M Hold
4,112
– – 0.32% 41
2024
Q3 		$1.13M Hold
4,112
– – 0.27% 49
2024
Q2 		$1.08M Hold
4,112
– – 0.27% 49
2024
Q1 		$1.15M Hold
4,112
– – 0.29% 47
2023
Q4 		$1.07M Buy
4,112
+178
+5% +$43.9K 0.3% 46
2023
Q3 		$905K Sell
3,934
-30
-0.8% -$7.21K 0.29% 46
2023
Q2 		$941K Buy
3,964
+25
+0.6% +$5.72K 0.29% 47
2023
Q1 		$888K Hold
3,939
– – 0.3% 46
2022
Q4 		$818K Buy
3,939
+30
+0.8% +$6.05K 0.29% 46
2022
Q3 		$694K Sell
3,909
-332
-8% -$67.6K 0.25% 47
2022
Q2 		$835K Hold
4,241
– – 0.29% 47
2022
Q1 		$940K Buy
4,241
+128
+3% +$27.7K 0.25% 51
2021
Q4 		$891K Hold
4,113
– – 0.21% 55
2021
Q3 		$916K Hold
4,113
– – 0.24% 51
2021
Q2 		$962K Hold
4,113
– – 0.25% 52
2021
Q1 		$871K Buy
4,113
+223
+6% +$46.9K 0.24% 49
2020
Q4 		$851K Hold
3,890
– – 0.26% 47
2020
Q3 		$778K Buy
+3,890
New +$777K 0.27% 42

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

AM Investment Strategies's V Position: Q2 2026 in Review

AM Investment Strategies held its Visa (V) position steady in Q2 2026 at 2,701 shares worth $927K. The position accounts for 0.18% of the portfolio, ranked #53.

AM Investment Strategies first reported a position in V in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.44M in Q1 2025. 2,207 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • AM Investment Strategies held 2,701 shares of Visa worth $927K as of Q2 2026.
  • AM Investment Strategies left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.18% of AM Investment Strategies's portfolio in Q2 2026, its #53 holding.
  • AM Investment Strategies first reported a position in Visa in Q3 2020 and has held it in 24 quarters since.
  • AM Investment Strategies's Visa position peaked at $1.44M in Q1 2025.
  • 2,207 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on AM Investment Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.