Cromwell Holdings’s Visa V Stock Holding History

Cromwell Holdings’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	$1.91M	Buy	5,560 +582	+12%	+$187K	0.86%	18
2026 Q1	$1.5M	Hold	4,978	–	–	0.85%	15
2025 Q4	$1.75M	Hold	4,978	–	–	0.95%	13
2025 Q3	$1.7M	Hold	4,978	–	–	0.91%	15
2025 Q2	$1.77M	Hold	4,978	–	–	1.07%	14
2025 Q1	$1.74M	Hold	4,978	–	–	1.12%	15
2024 Q4	$1.57M	Hold	4,978	–	–	0.91%	17
2024 Q3	$1.37M	Buy	4,978 +206	+4%	+$55.7K	0.88%	16
2024 Q2	$1.25M	Buy	+4,772	New	+$1.31M	0.75%	19

Other funds holding V

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cromwell Holdings's V Position: Q2 2026 in Review

Cromwell Holdings increased its Visa (V) stake by 12% in Q2 2026, buying an estimated $187K and bringing the position to 5,560 shares worth $1.91M. The position accounts for 0.86% of the portfolio, ranked #18.

Cromwell Holdings first reported a position in V in Q2 2024 and has held it in 9 quarters since. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

Cromwell Holdings held 5,560 shares of Visa worth $1.91M as of Q2 2026.
Cromwell Holdings bought 582 Visa shares in Q2 2026, an estimated $187K.
Visa made up 0.86% of Cromwell Holdings's portfolio in Q2 2026, its #18 holding.
Cromwell Holdings first reported a position in Visa in Q2 2024 and has held it in 9 quarters since.
825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.