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Crewe Advisors’s Visa V Stock Holding History

Crewe Advisors’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 		$6.13M Buy
17,862
+618
+4% +$198K 0.44% 35
2026
Q1 		$5.21M Buy
17,244
+101
+0.6% +$32.5K 0.44% 35
2025
Q4 		$6.01M Buy
17,143
+89
+0.5% +$30.3K 0.53% 32
2025
Q3 		$5.82M Buy
+17,054
New +$5.9M 0.56% 33
2024
Q3 		– Sell
-19,264
Closed -$5.06M – 985
2024
Q2 		$5.06M Buy
19,264
+416
+2% +$114K 0.57% 31
2024
Q1 		$5.26M Buy
+18,848
New +$5.2M 0.61% 29
2023
Q3 		– Sell
-17,668
Closed -$4.2M – 904
2023
Q2 		$4.2M Buy
17,668
+358
+2% +$81.9K 0.59% 30
2023
Q1 		$3.9M Sell
17,310
-80
-0.5% -$17.8K 0.57% 30
2022
Q4 		$3.61M Sell
17,390
-395
-2% -$79.7K 0.57% 28
2022
Q3 		$3.16M Buy
17,785
+42
+0.2% +$8.55K 0.57% 25
2022
Q2 		$3.49M Buy
17,743
+1,730
+11% +$358K 0.77% 17
2022
Q1 		$3.55M Buy
16,013
+790
+5% +$171K 0.69% 17
2021
Q4 		$3.3M Buy
15,223
+44
+0.3% +$9.45K 0.67% 17
2021
Q3 		$3.38M Sell
15,179
-7
-0% -$1.64K 0.8% 16
2021
Q2 		$3.55M Sell
15,186
-14
-0.1% -$3.2K 0.88% 16
2021
Q1 		$3.22M Buy
15,200
+12
+0.1% +$2.53K 0.8% 16
2020
Q4 		$3.32M Buy
15,188
+19
+0.1% +$3.89K 1.33% 18
2020
Q3 		$3.03M Buy
15,169
+270
+2% +$53.9K 1.42% 16
2020
Q2 		$2.88M Buy
14,899
+217
+1% +$39.6K 1.41% 14
2020
Q1 		$2.37M Hold
14,682
– – 1.41% 14
2019
Q4 		$2.76M Sell
14,682
-1,601
-10% -$288K 1.21% 14
2019
Q3 		$2.8M Sell
16,283
-700
-4% -$125K 1.29% 13
2019
Q2 		$2.95M Sell
16,983
-683
-4% -$112K 0.96% 13
2019
Q1 		$2.76M Buy
17,666
+116
+0.7% +$16.7K 0.87% 11
2018
Q4 		$2.32M Buy
17,550
+82
+0.5% +$11.3K 0.73% 13
2018
Q3 		$2.62M Sell
17,468
-105
-0.6% -$14.9K 2.22% 9
2018
Q2 		$2.33M Buy
17,573
+221
+1% +$28.4K 2.16% 9
2018
Q1 		$2.08M Hold
17,352
– – 2.04% 9
2017
Q4 		$1.98M Buy
+17,352
New +$1.92M 1.94% 10

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

Crewe Advisors's V Position: Q2 2026 in Review

Crewe Advisors increased its Visa (V) stake by 3.6% in Q2 2026, buying an estimated $198K and bringing the position to 17,862 shares worth $6.13M. The position accounts for 0.44% of the portfolio, ranked #35.

Crewe Advisors first reported a position in V in Q4 2017 and has held it in 29 quarters since. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Crewe Advisors held 17,862 shares of Visa worth $6.13M as of Q2 2026.
  • Crewe Advisors bought 618 Visa shares in Q2 2026, an estimated $198K.
  • Visa made up 0.44% of Crewe Advisors's portfolio in Q2 2026, its #35 holding.
  • Crewe Advisors first reported a position in Visa in Q4 2017 and has held it in 29 quarters since.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.