CP
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Castleview Partners’s Visa V Stock Holding History

Castleview 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 		$1.24M Sell
3,609
-18
-0.5% -$5.78K 0.54% 38
2026
Q1 		$1.1M Sell
3,627
-321
-8% -$103K 0.56% 41
2025
Q4 		$1.38M Buy
3,948
+54
+1% +$18.4K 0.69% 31
2025
Q3 		$1.33M Sell
3,894
-519
-12% -$180K 0.72% 29
2025
Q2 		$1.57M Buy
4,413
+37
+0.8% +$12.9K 1.01% 23
2025
Q1 		$1.53M Sell
4,376
-1,659
-27% -$561K 1.04% 18
2024
Q4 		$1.9M Sell
6,035
-407
-6% -$122K 1.02% 17
2024
Q3 		$1.77M Buy
6,442
+246
+4% +$66.5K 1.02% 17
2024
Q2 		$1.63M Buy
6,196
+172
+3% +$47.1K 0.92% 18
2024
Q1 		$1.68M Buy
6,024
+539
+10% +$149K 0.94% 14
2023
Q4 		$1.43M Buy
5,485
+1,188
+28% +$293K 1% 15
2023
Q3 		$988K Buy
4,297
+162
+4% +$38.9K 0.91% 14
2023
Q2 		$982K Buy
4,135
+103
+3% +$23.6K 0.88% 15
2023
Q1 		$909K Sell
4,032
-180
-4% -$40.1K 0.81% 26
2022
Q4 		$875K Buy
4,212
+110
+3% +$22.2K 0.85% 22
2022
Q3 		$729K Sell
4,102
-61,998
-94% -$12.6M 0.7% 28
2022
Q2 		$0 Buy
66,100
+58,880
+816% +$12.2M ﹤0.01% 814
2022
Q1 		$1.6M Sell
7,220
-2,242,422
-100% -$485M 1% 14
2021
Q4 		$10.4K Buy
+2,249,642
New +$483M 0.08% 89
2021
Q2 		$2.17M Buy
+9,261
New +$2.12M 0.95% 20

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Castleview Partners's V Position: Q2 2026 in Review

Castleview Partners reduced its Visa (V) stake by 0.5% in Q2 2026, selling an estimated $5.78K and leaving 3,609 shares worth $1.24M. The position accounts for 0.54% of the portfolio, ranked #38.

Castleview Partners first reported a position in V in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.17M in Q2 2021. 903 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Castleview Partners held 3,609 shares of Visa worth $1.24M as of Q2 2026.
  • Castleview Partners sold 18 Visa shares in Q2 2026, an estimated $5.78K.
  • Visa made up 0.54% of Castleview Partners's portfolio in Q2 2026, its #38 holding.
  • Castleview Partners first reported a position in Visa in Q2 2021 and has held it in 20 quarters since.
  • Castleview Partners's Visa position peaked at $2.17M in Q2 2021.
  • 903 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.