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Atticus Wealth Management’s Visa V Stock Holding History

Atticus Wealth 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 		$1.68M Buy
4,892
+63
+1% +$20.2K 0.4% 49
2026
Q1 		$1.46M Sell
4,829
-207
-4% -$66.6K 0.4% 47
2025
Q4 		$1.77M Buy
5,036
+6
+0.1% +$2.04K 0.44% 44
2025
Q3 		$1.72M Buy
5,030
+474
+10% +$164K 0.43% 42
2025
Q2 		$1.62M Buy
4,556
+803
+21% +$280K 0.44% 40
2025
Q1 		$1.32M Sell
3,753
-65
-2% -$22K 0.43% 38
2024
Q4 		$1.21M Buy
3,818
+95
+3% +$28.6K 0.38% 38
2024
Q3 		$1.02M Sell
3,723
-89
-2% -$24.1K 0.33% 40
2024
Q2 		$1M Sell
3,812
-118
-3% -$32.3K 0.33% 39
2024
Q1 		$1.1M Buy
3,930
+120
+3% +$33.1K 0.36% 41
2023
Q4 		$992K Buy
3,810
+17
+0.4% +$4.19K 0.35% 41
2023
Q3 		$872K Buy
3,793
+21
+0.6% +$5.05K 0.33% 43
2023
Q2 		$896K Buy
3,772
+10
+0.3% +$2.29K 0.33% 43
2023
Q1 		$848K Sell
3,762
-91
-2% -$20.3K 0.32% 45
2022
Q4 		$801K Sell
3,853
-267
-6% -$53.8K 0.33% 54
2022
Q3 		$811K Hold
4,120
– – 0.39% 39
2022
Q2 		$811K Sell
4,120
-16
-0.4% -$3.31K 0.34% 51
2022
Q1 		$917K Buy
4,136
+2,236
+118% +$484K 0.33% 56
2021
Q4 		$412K Sell
1,900
-2,106
-53% -$452K 0.16% 87
2021
Q3 		$892K Sell
4,006
-380
-9% -$89.1K 0.39% 41
2021
Q2 		$1.03M Sell
4,386
-155
-3% -$35.4K 0.45% 43
2021
Q1 		$962K Sell
4,541
-529
-10% -$111K 0.46% 42
2020
Q4 		$1.11M Buy
5,070
+501
+11% +$103K 0.56% 37
2020
Q3 		$914K Sell
4,569
-28
-0.6% -$5.59K 0.55% 41
2020
Q2 		$888K Buy
4,597
+945
+26% +$173K 0.59% 37
2020
Q1 		$588K Buy
3,652
+549
+18% +$103K 0.47% 42
2019
Q4 		$583K Buy
+3,103
New +$559K 0.37% 46

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Atticus Wealth Management's V Position: Q2 2026 in Review

Atticus Wealth Management increased its Visa (V) stake by 1.3% in Q2 2026, buying an estimated $20.2K and bringing the position to 4,892 shares worth $1.68M. The position accounts for 0.4% of the portfolio, ranked #49.

Atticus Wealth Management first reported a position in V in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.77M in Q4 2025. 1,820 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Atticus Wealth Management held 4,892 shares of Visa worth $1.68M as of Q2 2026.
  • Atticus Wealth Management bought 63 Visa shares in Q2 2026, an estimated $20.2K.
  • Visa made up 0.4% of Atticus Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Atticus Wealth Management first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • Atticus Wealth Management's Visa position peaked at $1.77M in Q4 2025.
  • 1,820 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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