AIM
V icon

Aspen Investment Management’s Visa V Stock Holding History

Aspen 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 		$2.55M Buy
7,431
+65
+0.9% +$20.9K 0.69% 42
2026
Q1 		$2.23M Buy
7,366
+5
+0.1% +$1.61K 0.68% 41
2025
Q4 		$2.58M Buy
7,361
+58
+0.8% +$19.8K 0.78% 34
2025
Q3 		$2.49M Sell
7,303
-97
-1% -$33.6K 0.96% 27
2025
Q2 		$2.63M Buy
7,400
+66
+0.9% +$23K 1.1% 23
2025
Q1 		$2.57M Buy
7,334
+186
+3% +$62.9K 1.18% 18
2024
Q4 		$2.26M Buy
7,148
+76
+1% +$22.9K 1.05% 24
2024
Q3 		$1.94M Buy
7,072
+106
+2% +$28.7K 0.91% 31
2024
Q2 		$1.83M Buy
6,966
+289
+4% +$79.2K 0.91% 28
2024
Q1 		$1.86M Sell
6,677
-190
-3% -$52.5K 0.95% 27
2023
Q4 		$1.79M Buy
6,867
+113
+2% +$27.9K 1% 29
2023
Q3 		$1.55M Buy
6,754
+247
+4% +$59.4K 0.94% 28
2023
Q2 		$1.54M Buy
6,507
+76
+1% +$17.4K 0.92% 27
2023
Q1 		$1.45M Buy
6,431
+5
+0.1% +$1.11K 0.93% 29
2022
Q4 		$1.33M Sell
6,426
-200
-3% -$40.3K 0.87% 32
2022
Q3 		$1.18M Sell
6,626
-150
-2% -$30.5K 0.79% 41
2022
Q2 		$1.33M Sell
6,776
-10
-0.1% -$2.07K 0.84% 33
2022
Q1 		$1.5M Hold
6,786
– – 0.79% 40
2021
Q4 		$1.47M Sell
6,786
-20
-0.3% -$4.29K 0.72% 43
2021
Q3 		$1.52M Sell
6,806
-35
-0.5% -$8.21K 0.8% 39
2021
Q2 		$1.6M Sell
6,841
-10
-0.1% -$2.29K 0.84% 37
2021
Q1 		$1.45M Buy
6,851
+100
+1% +$21K 0.81% 39
2020
Q4 		$1.48M Sell
6,751
-13
-0.2% -$2.66K 0.87% 36
2020
Q3 		$1.35M Sell
6,764
-40
-0.6% -$7.99K 0.9% 34
2020
Q2 		$1.31M Sell
6,804
-40
-0.6% -$7.31K 0.94% 32
2020
Q1 		$1.1M Sell
6,844
-1,310
-16% -$247K 0.96% 28
2019
Q4 		$1.53M Sell
8,154
-63
-0.8% -$11.4K 0.95% 33
2019
Q3 		$1.41M Sell
8,217
-610
-7% -$109K 0.94% 33
2019
Q2 		$1.53M Sell
8,827
-225
-2% -$36.8K 1.01% 25
2019
Q1 		$1.41M Sell
9,052
-45
-0.5% -$6.49K 0.99% 26
2018
Q4 		$1.2M Hold
9,097
– – 0.96% 29
2018
Q3 		$1.36M Sell
9,097
-140
-2% -$19.9K 0.9% 28
2018
Q2 		$1.22M Hold
9,237
– – 0.85% 33
2018
Q1 		$1.1M Sell
9,237
-35
-0.4% -$4.24K 0.79% 36
2017
Q4 		$1.06M Hold
9,272
– – 0.75% 39
2017
Q3 		$976K Hold
9,272
– – 0.72% 39
2017
Q2 		$870K Hold
9,272
– – 0.65% 39
2017
Q1 		$824K Buy
9,272
+40
+0.4% +$3.44K 0.61% 41
2016
Q4 		$720K Hold
9,232
– – 0.54% 44
2016
Q3 		$763K Hold
9,232
– – 0.6% 40
2016
Q2 		$685K Hold
9,232
– – 0.56% 43
2016
Q1 		$706K Sell
9,232
-60
-0.6% -$4.36K 0.65% 41
2015
Q4 		$721K Hold
9,292
– – 0.72% 40
2015
Q3 		$647K Sell
9,292
-680
-7% -$48.5K 0.63% 47
2015
Q2 		$670K Hold
9,972
– – 0.56% 51
2015
Q1 		$652K Buy
9,972
+2,044
+26% +$135K 0.52% 53
2014
Q4 		$520K Sell
7,928
-472
-6% -$28.4K 0.44% 63
2014
Q3 		$448K Sell
8,400
-10,840
-56% -$583K 0.37% 70
2014
Q2 		$1.01M Buy
19,240
+1,200
+7% +$62.7K 0.62% 52
2014
Q1 		$974K Hold
18,040
– – 0.62% 50
2013
Q4 		$1M Sell
18,040
-320
-2% -$16.1K 0.67% 49
2013
Q3 		$877K Hold
18,360
– – 0.62% 50
2013
Q2 		$839K Buy
+18,360
New +$803K 0.57% 51

Other funds holding V

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

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

Aspen Investment Management increased its Visa (V) stake by 0.88% in Q2 2026, buying an estimated $20.9K and bringing the position to 7,431 shares worth $2.55M. The position accounts for 0.69% of the portfolio, ranked #42.

Aspen Investment Management first reported a position in V in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.63M in Q2 2025. 2,254 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Aspen Investment Management held 7,431 shares of Visa worth $2.55M as of Q2 2026.
  • Aspen Investment Management bought 65 Visa shares in Q2 2026, an estimated $20.9K.
  • Visa made up 0.69% of Aspen Investment Management's portfolio in Q2 2026, its #42 holding.
  • Aspen Investment Management first reported a position in Visa in Q2 2013 and has held it in 53 quarters since.
  • Aspen Investment Management's Visa position peaked at $2.63M in Q2 2025.
  • 2,254 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.