Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$396K Hold
1,155
0.06% 74
2026
Q1
$349K Sell
1,155
-126
-10% -$40.5K 0.06% 87
2025
Q4
$449K Buy
1,281
+222
+21% +$75.6K 0.08% 80
2025
Q3
$362K Sell
1,059
-75
-7% -$26K 0.06% 88
2025
Q2
$403K Sell
1,134
-665
-37% -$232K 0.07% 84
2025
Q1
$630K Sell
1,799
-343
-16% -$116K 0.12% 69
2024
Q4
$677K Sell
2,142
-309
-13% -$92.9K 0.12% 72
2024
Q3
$674K Sell
2,451
-438
-15% -$118K 0.13% 76
2024
Q2
$758K Hold
2,889
0.16% 80
2024
Q1
$806K Hold
2,889
0.18% 79
2023
Q4
$752K Sell
2,889
-28
-1% -$6.9K 0.17% 81
2023
Q3
$671K Buy
2,917
+1,242
+74% +$299K 0.17% 87
2023
Q2
$398K Sell
1,675
-848
-34% -$194K 0.1% 115
2023
Q1
$569K Buy
2,523
+586
+30% +$130K 0.14% 98
2022
Q4
$402K Hold
1,937
0.11% 120
2022
Q3
$344K Hold
1,937
0.11% 128
2022
Q2
$381K Sell
1,937
-19
-1% -$3.93K 0.11% 136
2022
Q1
$434K Hold
1,956
0.14% 126
2021
Q4
$424K Hold
1,956
0.12% 132
2021
Q3
$436K Buy
1,956
+397
+25% +$93.1K 0.13% 132
2021
Q2
$365K Buy
1,559
+425
+37% +$97.2K 0.11% 144
2021
Q1
$240K Sell
1,134
-683
-38% -$144K 0.07% 168
2020
Q4
$397K Buy
+1,817
New +$372K 0.13% 133
2020
Q3
Sell
-33,279
Closed -$6.43M 171
2020
Q2
$6.43M Buy
33,279
+502
+2% +$91.7K 3.02% 7
2020
Q1
$5.28M Sell
32,777
-5,219
-14% -$983K 3.38% 6
2019
Q4
$7.14M Buy
37,996
+3,278
+9% +$591K 3.66% 6
2019
Q3
$5.97M Buy
34,718
+649
+2% +$116K 3.58% 7
2019
Q2
$5.91M Sell
34,069
-698
-2% -$114K 3.68% 5
2019
Q1
$5.43M Sell
34,767
-4,164
-11% -$600K 3.45% 6
2018
Q4
$5.14M Buy
38,931
+306
+0.8% +$42.3K 3.66% 9
2018
Q3
$5.8M Sell
38,625
-1,430
-4% -$203K 3.8% 9
2018
Q2
$5.3M Buy
40,055
+7,685
+24% +$989K 3.83% 9
2018
Q1
$3.87M Buy
+32,370
New +$3.92M 3.62% 10

Other funds holding V

Bellecapital's V Position: Q2 2026 in Review

Bellecapital held its Visa (V) position steady in Q2 2026 at 1,155 shares worth $396K. The position accounts for 0.06% of the portfolio, ranked #74.

Bellecapital first reported a position in V in Q1 2018 and has held it in 33 quarters since. The position peaked at $7.14M in Q4 2019. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Bellecapital held 1,155 shares of Visa worth $396K as of Q2 2026.
  • Bellecapital left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.06% of Bellecapital's portfolio in Q2 2026, its #74 holding.
  • Bellecapital first reported a position in Visa in Q1 2018 and has held it in 33 quarters since.
  • Bellecapital's Visa position peaked at $7.14M in Q4 2019.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Bellecapital's 13F filing for Q2 2026, filed 22 Jul 2026.