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Canopy Partners’s Visa V Stock Holding History

Canopy Partners’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 		$2.94M Buy
8,559
+350
+4% +$112K 0.88% 25
2026
Q1 		$2.48M Buy
8,209
+22
+0.3% +$7.07K 0.85% 24
2025
Q4 		$2.87M Buy
8,187
+166
+2% +$56.6K 0.94% 23
2025
Q3 		$2.74M Buy
8,021
+226
+3% +$78.2K 0.91% 26
2025
Q2 		$2.77M Sell
7,795
-1,015
-12% -$354K 1.02% 22
2025
Q1 		$3.09M Sell
8,810
-419
-5% -$142K 1.2% 21
2024
Q4 		$2.92M Buy
9,229
+3,663
+66% +$1.1M 1.11% 20
2024
Q3 		$1.53M Buy
5,566
+19
+0.3% +$5.14K 0.66% 29
2024
Q2 		$1.46M Buy
5,547
+9
+0.2% +$2.47K 0.68% 29
2024
Q1 		$1.55M Buy
5,538
+367
+7% +$101K 0.76% 27
2023
Q4 		$1.35M Buy
+5,171
New +$1.27M 0.82% 27

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Canopy Partners's V Position: Q2 2026 in Review

Canopy Partners increased its Visa (V) stake by 4.3% in Q2 2026, buying an estimated $112K and bringing the position to 8,559 shares worth $2.94M. The position accounts for 0.88% of the portfolio, ranked #25.

Canopy Partners first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.09M in Q1 2025. 1,413 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Canopy Partners held 8,559 shares of Visa worth $2.94M as of Q2 2026.
  • Canopy Partners bought 350 Visa shares in Q2 2026, an estimated $112K.
  • Visa made up 0.88% of Canopy Partners's portfolio in Q2 2026, its #25 holding.
  • Canopy Partners first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • Canopy Partners's Visa position peaked at $3.09M in Q1 2025.
  • 1,413 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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