AIM
V icon

AMI Investment Management’s Visa V Stock Holding History

AMI Investment Management’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 		$5.74M Sell
16,733
-880
-5% -$283K 1.22% 20
2026
Q1 		$5.32M Buy
17,613
+391
+2% +$126K 1.2% 22
2025
Q4 		$6.04M Buy
17,222
+1,710
+11% +$583K 1.36% 18
2025
Q3 		$5.3M Sell
15,512
-40
-0.3% -$13.8K 1.23% 20
2025
Q2 		$5.52M Sell
15,552
-181
-1% -$63.1K 1.43% 18
2025
Q1 		$5.51M Sell
15,733
-371
-2% -$126K 1.78% 15
2024
Q4 		$5.09M Buy
16,104
+1,354
+9% +$407K 1.65% 17
2024
Q3 		$4.06M Buy
14,750
+106
+0.7% +$28.7K 1.37% 21
2024
Q2 		$3.84M Sell
14,644
-160
-1% -$43.9K 1.34% 24
2024
Q1 		$4.13M Buy
14,804
+252
+2% +$69.6K 1.5% 20
2023
Q4 		$3.79M Buy
14,552
+1,346
+10% +$332K 1.54% 20
2023
Q3 		$3.04M Sell
13,206
-488
-4% -$117K 1.37% 25
2023
Q2 		$3.25M Sell
13,694
-81
-0.6% -$18.5K 1.44% 25
2023
Q1 		$3.11M Buy
13,775
+37
+0.3% +$8.24K 1.45% 27
2022
Q4 		$2.85M Buy
13,738
+1,105
+9% +$223K 1.44% 27
2022
Q3 		$2.24M Buy
12,633
+528
+4% +$107K 1.27% 33
2022
Q2 		$2.38M Buy
12,105
+1,629
+16% +$337K 1.2% 33
2022
Q1 		$2.32M Buy
+10,476
New +$2.27M 1.02% 37

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

AMI Investment Management's V Position: Q2 2026 in Review

AMI Investment Management reduced its Visa (V) stake by 5% in Q2 2026, selling an estimated $283K and leaving 16,733 shares worth $5.74M. The position accounts for 1.22% of the portfolio, ranked #20.

AMI Investment Management first reported a position in V in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.04M in Q4 2025. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • AMI Investment Management held 16,733 shares of Visa worth $5.74M as of Q2 2026.
  • AMI Investment Management sold 880 Visa shares in Q2 2026, an estimated $283K.
  • Visa made up 1.22% of AMI Investment Management's portfolio in Q2 2026, its #20 holding.
  • AMI Investment Management first reported a position in Visa in Q1 2022 and has held it in 18 quarters since.
  • AMI Investment Management's Visa position peaked at $6.04M in Q4 2025.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on AMI Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.