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Brown Shipley & Co’s Visa V Stock Holding History

Brown Shipley & Co’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 		$9.74M Buy
28,384
+110
+0.4% +$35.3K 5.04% 6
2026
Q1 		$8.55M Sell
28,274
-1,577
-5% -$507K 5.13% 6
2025
Q4 		$10.5M Sell
29,851
-984
-3% -$335K 5.6% 5
2025
Q3 		$10.5M Sell
30,835
-931
-3% -$322K 5.56% 5
2025
Q2 		$11.3M Sell
31,766
-3,703
-10% -$1.29M 6.21% 4
2025
Q1 		$12.4M Sell
35,469
-1,273
-3% -$431K 7.04% 4
2024
Q4 		$11.6M Sell
36,742
-1,639
-4% -$493K 5.76% 4
2024
Q3 		$10.6M Sell
38,381
-2,011
-5% -$544K 5.19% 5
2024
Q2 		$10.6M Sell
40,392
-254
-0.6% -$69.6K 4.77% 5
2024
Q1 		$11.3M Sell
40,646
-2,354
-5% -$650K 3.55% 9
2023
Q4 		$11.2M Buy
43,000
+1,177
+3% +$290K 5.54% 4
2023
Q3 		$9.62M Buy
41,823
+2,741
+7% +$659K 5.3% 4
2023
Q2 		$9.28M Sell
39,082
-4,129
-10% -$945K 3.8% 7
2023
Q1 		$9.74M Buy
+43,211
New +$9.62M 6.28% 2

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Brown Shipley & Co's V Position: Q2 2026 in Review

Brown Shipley & Co increased its Visa (V) stake by 0.39% in Q2 2026, buying an estimated $35.3K and bringing the position to 28,384 shares worth $9.74M. The position accounts for 5.04% of the portfolio, ranked #6.

Brown Shipley & Co first reported a position in V in Q1 2023 and has held it in 14 quarters since. The position peaked at $12.4M in Q1 2025. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Brown Shipley & Co held 28,384 shares of Visa worth $9.74M as of Q2 2026.
  • Brown Shipley & Co bought 110 Visa shares in Q2 2026, an estimated $35.3K.
  • Visa made up 5.04% of Brown Shipley & Co's portfolio in Q2 2026, its #6 holding.
  • Brown Shipley & Co first reported a position in Visa in Q1 2023 and has held it in 14 quarters since.
  • Brown Shipley & Co's Visa position peaked at $12.4M in Q1 2025.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Brown Shipley & Co's 13F filing for Q2 2026, filed 14 Jul 2026.