Birch Hill Investment Advisors’s Visa V Stock Holding History

Birch Hill Investment Advisors’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	$5.99M	Buy	17,459 +3,063	+21%	+$983K	0.24%	55
2026 Q1	$4.35M	Buy	14,396 +1,441	+11%	+$463K	0.2%	60
2025 Q4	$4.54M	Buy	12,955 +3,538	+38%	+$1.21M	0.19%	63
2025 Q3	$3.21M	Buy	9,417 +372	+4%	+$129K	0.14%	70
2025 Q2	$3.21M	Sell	9,045 -74	-0.8%	-$25.8K	0.14%	68
2025 Q1	$3.2M	Buy	9,119 +325	+4%	+$110K	0.15%	69
2024 Q4	$2.78M	Buy	8,794 +3,235	+58%	+$973K	0.13%	78
2024 Q3	$1.53M	Buy	5,559 +727	+15%	+$197K	0.07%	94
2024 Q2	$1.27M	Buy	4,832 +2,380	+97%	+$652K	0.06%	96
2024 Q1	$684K	Buy	2,452 +15	+0.6%	+$4.14K	0.03%	114
2023 Q4	$634K	Buy	2,437 +374	+18%	+$92.2K	0.03%	112
2023 Q3	$475K	Buy	2,063 +460	+29%	+$111K	0.03%	117
2023 Q2	$381K	Buy	1,603 +591	+58%	+$135K	0.02%	126
2023 Q1	$228K	Buy	1,012 +5	+0.5%	+$1.11K	0.01%	147
2022 Q4	$209K	Buy	+1,007	New	+$203K	0.01%	149

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

Birch Hill Investment Advisors's V Position: Q2 2026 in Review

Birch Hill Investment Advisors increased its Visa (V) stake by 21% in Q2 2026, buying an estimated $983K and bringing the position to 17,459 shares worth $5.99M. The position accounts for 0.24% of the portfolio, ranked #55.

Birch Hill Investment Advisors first reported a position in V in Q4 2022 and has held it in 15 quarters since. 2,188 funds tracked by Wall St. Rank hold V as of Q2 2026.

Birch Hill Investment Advisors held 17,459 shares of Visa worth $5.99M as of Q2 2026.
Birch Hill Investment Advisors bought 3,063 Visa shares in Q2 2026, an estimated $983K.
Visa made up 0.24% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #55 holding.
Birch Hill Investment Advisors first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
2,188 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.