AC
V icon

Apella Capital’s Visa V Stock Holding History

Apella Capital’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 		$7.41M Sell
21,034
-558
-3% -$179K 0.1% 136
2026
Q1 		$6.85M Buy
21,592
+4,406
+26% +$1.42M 0.1% 139
2025
Q4 		$6.03M Buy
17,186
+1,029
+6% +$351K 0.12% 124
2025
Q3 		$5.42M Buy
16,157
+528
+3% +$183K 0.12% 119
2025
Q2 		$5.57M Buy
15,629
+12,640
+423% +$4.41M 0.15% 106
2025
Q1 		$994K Buy
2,989
+1,207
+68% +$408K 0.03% 186
2024
Q4 		$563K Sell
1,782
-4
-0.2% -$1.2K 0.02% 220
2024
Q3 		$495K Buy
1,786
+269
+18% +$72.7K 0.02% 218
2024
Q2 		$403K Buy
1,517
+20
+1% +$5.48K 0.02% 225
2024
Q1 		$414K Sell
1,497
-38
-2% -$10.5K 0.02% 209
2023
Q4 		$399K Sell
1,535
-116
-7% -$28.6K 0.02% 205
2023
Q3 		$380K Buy
1,651
+30
+2% +$7.21K 0.03% 187
2023
Q2 		$385K Buy
+1,621
New +$371K 0.03% 186
2022
Q4 		$295K Buy
1,422
+256
+22% +$51.6K 0.03% 195
2022
Q3 		$207K Buy
1,166
+43
+4% +$8.75K 0.02% 203
2022
Q2 		$221K Buy
1,123
+86
+8% +$17.8K 0.03% 205
2022
Q1 		$230K Buy
+1,037
New +$224K 0.03% 187

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Apella Capital's V Position: Q2 2026 in Review

Apella Capital reduced its Visa (V) stake by 2.6% in Q2 2026, selling an estimated $179K and leaving 21,034 shares worth $7.41M. The position accounts for 0.1% of the portfolio, ranked #136.

Apella Capital first reported a position in V in Q1 2022 and has held it in 17 quarters since. 1,086 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Apella Capital held 21,034 shares of Visa worth $7.41M as of Q2 2026.
  • Apella Capital sold 558 Visa shares in Q2 2026, an estimated $179K.
  • Visa made up 0.1% of Apella Capital's portfolio in Q2 2026, its #136 holding.
  • Apella Capital first reported a position in Visa in Q1 2022 and has held it in 17 quarters since.
  • 1,086 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.