CIC
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Cutler Investment Counsel’s Visa V Stock Holding History

Cutler Investment Counsel’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 		$377K Buy
1,099
+44
+4% +$14.1K 0.04% 124
2026
Q1 		$319K Sell
1,055
-3
-0.3% -$965 0.03% 128
2025
Q4 		$371K Sell
1,058
-4
-0.4% -$1.36K 0.04% 121
2025
Q3 		$363K Buy
1,062
+32
+3% +$11.1K 0.04% 117
2025
Q2 		$366K Sell
1,030
-40
-4% -$13.9K 0.04% 112
2025
Q1 		$375K Sell
1,070
-8
-0.7% -$2.71K 0.05% 110
2024
Q4 		$341K Sell
1,078
-24
-2% -$7.22K 0.04% 112
2024
Q3 		$303K Buy
1,102
+22
+2% +$5.95K 0.04% 113
2024
Q2 		$283K Buy
1,080
+34
+3% +$9.32K 0.04% 114
2024
Q1 		$292K Buy
1,046
+2
+0.2% +$552 0.04% 114
2023
Q4 		$272K Sell
1,044
-250
-19% -$61.6K 0.04% 121
2023
Q3 		$298K Buy
1,294
+72
+6% +$17.3K 0.05% 112
2023
Q2 		$290K Sell
1,222
-45
-4% -$10.3K 0.04% 115
2023
Q1 		$286K Sell
1,267
-27
-2% -$6.01K 0.04% 115
2022
Q4 		$269K Sell
1,294
-15
-1% -$3.02K 0.04% 116
2022
Q3 		$233K Hold
1,309
– – 0.04% 118
2022
Q2 		$258K Sell
1,309
-90
-6% -$18.6K 0.04% 119
2022
Q1 		$310K Buy
+1,399
New +$303K 0.04% 116

Other funds holding V

WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM