Avantra Family Wealth’s Visa V Stock Holding History

Avantra Family Wealth’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	$494K	Sell	1,439 -1,769	-55%	-$568K	0.32%	98
2026 Q1	$970K	Sell	3,208 -1,061	-25%	-$341K	0.72%	38
2025 Q4	$1.5M	Buy	4,269 +16	+0.4%	+$5.45K	1.09%	22
2025 Q3	$1.45M	Sell	4,253 -484	-10%	-$168K	1.09%	21
2025 Q2	$1.68M	Sell	4,737 -73	-2%	-$25.4K	1.39%	14
2025 Q1	$1.69M	Buy	4,810 +59	+1%	+$20K	1.62%	7
2024 Q4	$1.5M	Buy	+4,751	New	+$1.43M	1.4%	10

Other funds holding V

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Avantra Family Wealth's V Position: Q2 2026 in Review

Avantra Family Wealth reduced its Visa (V) stake by 55% in Q2 2026, selling an estimated $568K and leaving 1,439 shares worth $494K. The position accounts for 0.32% of the portfolio, ranked #98.

Avantra Family Wealth first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.69M in Q1 2025. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

Avantra Family Wealth held 1,439 shares of Visa worth $494K as of Q2 2026.
Avantra Family Wealth sold 1,769 Visa shares in Q2 2026, an estimated $568K.
Visa made up 0.32% of Avantra Family Wealth's portfolio in Q2 2026, its #98 holding.
Avantra Family Wealth first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
Avantra Family Wealth's Visa position peaked at $1.69M in Q1 2025.
2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.