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Chung Wu Investment Group’s Visa V Stock Holding History

Chung Wu Investment Group’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 		$1.49M Hold
4,330
– – 0.98% 26
2026
Q1 		$1.31M Sell
4,330
-150
-3% -$48.2K 1.13% 22
2025
Q4 		$1.57M Hold
4,480
– – 1.28% 20
2025
Q3 		$1.53M Hold
4,480
– – 1.27% 18
2025
Q2 		$1.59M Sell
4,480
-1
-0% -$349 1.66% 13
2025
Q1 		$1.57M Sell
4,481
-50
-1% -$16.9K 1.88% 14
2024
Q4 		$1.43M Buy
+4,531
New +$1.36M 1.44% 16

Other funds holding V

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Chung Wu Investment Group's V Position: Q2 2026 in Review

Chung Wu Investment Group held its Visa (V) position steady in Q2 2026 at 4,330 shares worth $1.49M. The position accounts for 0.98% of the portfolio, ranked #26.

Chung Wu Investment Group first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.59M in Q2 2025. 2,319 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Chung Wu Investment Group held 4,330 shares of Visa worth $1.49M as of Q2 2026.
  • Chung Wu Investment Group left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.98% of Chung Wu Investment Group's portfolio in Q2 2026, its #26 holding.
  • Chung Wu Investment Group first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Chung Wu Investment Group's Visa position peaked at $1.59M in Q2 2025.
  • 2,319 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.