Belpointe Asset Management’s Visa V Stock Holding History

Belpointe Asset 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	$11.3M	Buy	33,052 +5,315	+19%	+$1.71M	0.37%	50
2026 Q1	$8.38M	Buy	27,737 +6,046	+28%	+$1.94M	0.31%	57
2025 Q4	$7.61M	Sell	21,691 -161	-0.7%	-$54.9K	0.27%	63
2025 Q3	$7.46M	Buy	21,852 +1,640	+8%	+$568K	0.29%	65
2025 Q2	$7.18M	Buy	20,212 +672	+3%	+$234K	0.3%	64
2025 Q1	$6.85M	Buy	19,540 +4,744	+32%	+$1.61M	0.36%	48
2024 Q4	$4.09M	Sell	14,796 -2,050	-12%	-$616K	0.25%	81
2024 Q3	$4.63M	Buy	16,846 +3,882	+30%	+$1.05M	0.28%	68
2024 Q2	$3.4M	Sell	12,964 -252	-2%	-$69.1K	0.24%	83
2024 Q1	$3.69M	Buy	13,216 +1,940	+17%	+$536K	0.28%	70
2023 Q4	$2.94M	Sell	11,276 -492	-4%	-$121K	0.26%	75
2023 Q3	$2.71M	Buy	11,768 +3,276	+39%	+$787K	0.28%	63
2023 Q2	$2.02M	Sell	8,492 -13,735	-62%	-$3.14M	0.21%	97
2023 Q1	$5.01M	Buy	22,227 +3,206	+17%	+$714K	0.27%	59
2022 Q4	$3.95M	Buy	19,021 +671	+4%	+$135K	0.24%	76
2022 Q3	$3.26M	Buy	18,350 +625	+4%	+$127K	0.22%	88
2022 Q2	$3.49M	Buy	17,725 +1,115	+7%	+$230K	0.23%	84
2022 Q1	$3.68M	Buy	16,610 +156	+0.9%	+$33.7K	0.22%	82
2021 Q4	$3.57M	Buy	16,454 +264	+2%	+$56.7K	0.22%	94
2021 Q3	$3.6M	Buy	16,190 +1,686	+12%	+$395K	0.25%	82
2021 Q2	$3.39M	Buy	14,504 +656	+5%	+$150K	0.24%	80
2021 Q1	$2.93M	Buy	13,848 +280	+2%	+$58.9K	0.25%	78
2020 Q4	$2.97M	Buy	13,568 +297	+2%	+$60.8K	0.27%	79
2020 Q3	$2.65M	Buy	13,271 +651	+5%	+$130K	0.3%	74
2020 Q2	$2.44M	Buy	12,620 +1,695	+16%	+$310K	0.32%	65
2020 Q1	$1.76M	Sell	10,925 -3,836	-26%	-$723K	0.31%	72
2019 Q4	$2.77M	Buy	14,761 +571	+4%	+$103K	0.35%	72
2019 Q3	$2.44M	Buy	14,190 +2,296	+19%	+$409K	0.39%	50
2019 Q2	$2.06M	Sell	11,894 -2,925	-20%	-$479K	0.41%	48
2019 Q1	$2.31M	Buy	14,819 +3,727	+34%	+$537K	0.45%	40
2018 Q4	$1.46M	Buy	11,092 +4,154	+60%	+$574K	0.37%	56
2018 Q3	$1.04M	Buy	6,938 +4,500	+185%	+$640K	0.16%	115
2018 Q2	$323K	Buy	2,438 +213	+10%	+$27.4K	0.09%	243
2018 Q1	$266K	Sell	2,225 -3,218	-59%	-$390K	0.08%	268
2017 Q4	$621K	Buy	5,443 +2,436	+81%	+$269K	0.14%	173
2017 Q3	$316K	Buy	+3,007	New	+$305K	0.07%	304

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

Belpointe Asset Management's V Position: Q2 2026 in Review

Belpointe Asset Management increased its Visa (V) stake by 19% in Q2 2026, buying an estimated $1.71M and bringing the position to 33,052 shares worth $11.3M. The position accounts for 0.37% of the portfolio, ranked #50.

Belpointe Asset Management first reported a position in V in Q3 2017 and has held it in 36 quarters since. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

Belpointe Asset Management held 33,052 shares of Visa worth $11.3M as of Q2 2026.
Belpointe Asset Management bought 5,315 Visa shares in Q2 2026, an estimated $1.71M.
Visa made up 0.37% of Belpointe Asset Management's portfolio in Q2 2026, its #50 holding.
Belpointe Asset Management first reported a position in Visa in Q3 2017 and has held it in 36 quarters since.
2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.