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Chesley Taft & Associates’s Visa V Stock Holding History

Chesley Taft & Associates’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 		$42M Sell
122,542
-13
-0% -$4.17K 1.64% 16
2026
Q1 		$37M Sell
122,555
-10,303
-8% -$3.31M 1.55% 16
2025
Q4 		$46.6M Buy
132,858
+9,416
+8% +$3.21M 1.84% 10
2025
Q3 		$42.1M Sell
123,442
-3,481
-3% -$1.2M 1.79% 11
2025
Q2 		$45.1M Sell
126,923
-1,660
-1% -$579K 2.01% 10
2025
Q1 		$45.1M Sell
128,583
-2,110
-2% -$714K 2.18% 9
2024
Q4 		$41.3M Sell
130,693
-774
-0.6% -$233K 1.92% 11
2024
Q3 		$36.1M Sell
131,467
-493
-0.4% -$133K 1.72% 13
2024
Q2 		$34.6M Sell
131,960
-744
-0.6% -$204K 1.74% 13
2024
Q1 		$37M Sell
132,704
-4,898
-4% -$1.35M 1.89% 13
2023
Q4 		$35.8M Buy
137,602
+36,665
+36% +$9.04M 2.01% 10
2023
Q3 		$23.2M Sell
100,937
-18
-0% -$4.33K 1.51% 16
2023
Q2 		$24M Buy
100,955
+716
+0.7% +$164K 1.47% 18
2023
Q1 		$22.6M Sell
100,239
-717
-0.7% -$160K 1.48% 18
2022
Q4 		$21M Buy
100,956
+142
+0.1% +$28.6K 1.44% 19
2022
Q3 		$17.9M Sell
100,814
-215
-0.2% -$43.8K 1.32% 21
2022
Q2 		$19.9M Buy
101,029
+290
+0.3% +$59.9K 1.36% 20
2022
Q1 		$21.3M Sell
100,739
-1,318
-1% -$285K 1.25% 21
2021
Q4 		$22.1M Buy
102,057
+845
+0.8% +$181K 1.14% 24
2021
Q3 		$22.5M Buy
101,212
+144
+0.1% +$33.8K 1.29% 20
2021
Q2 		$23.6M Sell
101,068
-18,365
-15% -$4.2M 1.36% 19
2021
Q1 		$26.2M Sell
119,433
-10,193
-8% -$2.15M 1.56% 18
2020
Q4 		$28.4M Sell
129,626
-7,232
-5% -$1.48M 1.81% 13
2020
Q3 		$27.4M Sell
136,858
-1,836
-1% -$367K 1.94% 13
2020
Q2 		$26.8M Sell
138,694
-563
-0.4% -$103K 2.04% 11
2020
Q1 		$22.4M Sell
139,257
-2,406
-2% -$453K 2.04% 11
2019
Q4 		$26.6M Sell
141,663
-540
-0.4% -$97.3K 1.91% 14
2019
Q3 		$24.5M Sell
142,203
-1,890
-1% -$337K 1.89% 13
2019
Q2 		$25M Buy
144,093
+935
+0.7% +$153K 1.95% 13
2019
Q1 		$22.4M Sell
143,158
-2,290
-2% -$330K 1.86% 11
2018
Q4 		$19.2M Sell
145,448
-1,750
-1% -$242K 1.85% 9
2018
Q3 		$22.1M Buy
147,198
+644
+0.4% +$91.6K 1.76% 11
2018
Q2 		$19.4M Sell
146,554
-475
-0.3% -$61.1K 1.67% 12
2018
Q1 		$17.6M Sell
147,029
-4,360
-3% -$528K 1.56% 15
2017
Q4 		$17.3M Buy
151,389
+810
+0.5% +$89.5K 1.46% 17
2017
Q3 		$15.8M Buy
150,579
+900
+0.6% +$91.3K 1.37% 18
2017
Q2 		$14M Buy
149,679
+2,685
+2% +$249K 1.27% 22
2017
Q1 		$13.1M Buy
146,994
+580
+0.4% +$49.9K 1.23% 24
2016
Q4 		$11.4M Buy
146,414
+5,775
+4% +$464K 1.13% 27
2016
Q3 		$11.6M Buy
140,639
+7,860
+6% +$629K 1.17% 28
2016
Q2 		$9.85M Buy
132,779
+9,870
+8% +$773K 1.01% 36
2016
Q1 		$9.4M Buy
122,909
+50,945
+71% +$3.7M 0.99% 35
2015
Q4 		$5.58M Sell
71,964
-8,095
-10% -$627K 0.59% 56
2015
Q3 		$5.58M Buy
80,059
+2,480
+3% +$177K 0.61% 56
2015
Q2 		$5.21M Buy
77,579
+525
+0.7% +$35.6K 0.53% 63
2015
Q1 		$5.04M Buy
77,054
+750
+1% +$49.6K 0.52% 64
2014
Q4 		$5M Buy
76,304
+700
+0.9% +$42.1K 0.51% 67
2014
Q3 		$4.03M Buy
75,604
+1,320
+2% +$70.9K 0.42% 74
2014
Q2 		$3.91M Buy
74,284
+4,820
+7% +$252K 0.4% 78
2014
Q1 		$3.75M Buy
69,464
+700
+1% +$38.9K 0.4% 77
2013
Q4 		$3.83M Buy
68,764
+24,860
+57% +$1.25M 0.38% 79
2013
Q3 		$2.1M Buy
43,904
+684
+2% +$31.6K 0.23% 112
2013
Q2 		$1.98M Buy
+43,220
New +$1.89M 0.23% 107

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

Chesley Taft & Associates's V Position: Q2 2026 in Review

Chesley Taft & Associates reduced its Visa (V) stake by 0.01% in Q2 2026, selling an estimated $4.17K and leaving 122,542 shares worth $42M. The position accounts for 1.64% of the portfolio, ranked #16.

Chesley Taft & Associates first reported a position in V in Q2 2013 and has held it in 53 quarters since. The position peaked at $46.6M in Q4 2025. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Chesley Taft & Associates held 122,542 shares of Visa worth $42M as of Q2 2026.
  • Chesley Taft & Associates sold 13 Visa shares in Q2 2026, an estimated $4.17K.
  • Visa made up 1.64% of Chesley Taft & Associates's portfolio in Q2 2026, its #16 holding.
  • Chesley Taft & Associates first reported a position in Visa in Q2 2013 and has held it in 53 quarters since.
  • Chesley Taft & Associates's Visa position peaked at $46.6M in Q4 2025.
  • 825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.