CX Institutional’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $32.2M | Buy |
93,869
+6,302
| +7% | +$2.02M | 0.93% | 24 |
|
|
2026
Q1 | $26.5M | Buy |
87,567
+19,283
| +28% | +$6.2M | 0.81% | 29 |
|
|
2025
Q4 | $23.9M | Buy |
68,284
+3,001
| +5% | +$1.02M | 0.71% | 33 |
|
|
2025
Q3 | $22.3M | Buy |
65,283
+3,523
| +6% | +$1.22M | 0.68% | 33 |
|
|
2025
Q2 | $21.9M | Buy |
61,760
+1,972
| +3% | +$687K | 0.76% | 30 |
|
|
2025
Q1 | $21M | Buy |
59,788
+7,821
| +15% | +$2.65M | 0.79% | 30 |
|
|
2024
Q4 | $16.4M | Sell |
51,967
-1,031
| -2% | -$310K | 0.65% | 39 |
|
|
2024
Q3 | $14.6M | Buy |
52,998
+9,705
| +22% | +$2.62M | 0.65% | 44 |
|
|
2024
Q2 | $11.4M | Buy |
43,293
+542
| +1% | +$149K | 0.53% | 53 |
|
|
2024
Q1 | $11.9M | Buy |
42,751
+3,755
| +10% | +$1.04M | 0.58% | 47 |
|
|
2023
Q4 | $10.2M | Buy |
38,996
+180
| +0.5% | +$44.4K | 0.54% | 51 |
|
|
2023
Q3 | $8.93M | Sell |
38,816
-8,229
| -17% | -$1.98M | 0.49% | 55 |
|
|
2023
Q2 | $11.2M | Buy |
47,045
+2,280
| +5% | +$522K | 0.58% | 48 |
|
|
2023
Q1 | $10.2M | Buy |
44,765
+26,837
| +150% | +$5.97M | 0.54% | 45 |
|
|
2022
Q4 | $3.72M | Buy |
17,928
+4,410
| +33% | +$889K | 0.23% | 127 |
|
|
2022
Q3 | $2.4M | Sell |
13,518
-445
| -3% | -$90.6K | 0.17% | 151 |
|
|
2022
Q2 | $2.75M | Buy |
13,963
+665
| +5% | +$137K | 0.21% | 124 |
|
|
2022
Q1 | $2.95M | Buy |
13,298
+729
| +6% | +$158K | 0.24% | 117 |
|
|
2021
Q4 | $2.72M | Buy |
12,569
+1,229
| +11% | +$264K | 0.22% | 136 |
|
|
2021
Q3 | $2.53M | Buy |
11,340
+140
| +1% | +$32.8K | 0.21% | 118 |
|
|
2021
Q2 | $2.62M | Buy |
11,200
+271
| +2% | +$62K | 0.22% | 111 |
|
|
2021
Q1 | $2.31M | Buy |
10,929
+3,376
| +45% | +$711K | 0.21% | 120 |
|
|
2020
Q4 | $1.65M | Buy |
7,553
+1,760
| +30% | +$360K | 0.16% | 167 |
|
|
2020
Q3 | $1.16M | Buy |
5,793
+930
| +19% | +$186K | 0.13% | 165 |
|
|
2020
Q2 | $939K | Buy |
4,863
+1,353
| +39% | +$247K | 0.12% | 150 |
|
|
2020
Q1 | $566K | Sell |
3,510
-9,600
| -73% | -$1.81M | 0.09% | 164 |
|
|
2019
Q4 | $2.46M | Sell |
13,110
-921
| -7% | -$166K | 0.43% | 58 |
|
|
2019
Q3 | $2.41M | Buy |
14,031
+11,049
| +371% | +$1.97M | 0.39% | 65 |
|
|
2019
Q2 | $518K | Buy |
2,982
+299
| +11% | +$49K | 0.08% | 162 |
|
|
2019
Q1 | $419K | Buy |
2,683
+986
| +58% | +$142K | 0.07% | 165 |
|
|
2018
Q4 | $224K | Buy |
+1,697
| New | +$234K | 0.05% | 159 |
|
Other funds holding V
CX Institutional's V Position: Q2 2026 in Review
CX Institutional increased its Visa (V) stake by 7.2% in Q2 2026, buying an estimated $2.02M and bringing the position to 93,869 shares worth $32.2M. The position accounts for 0.93% of the portfolio, ranked #24.
CX Institutional first reported a position in V in Q4 2018 and has held it in 31 quarters since. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.
- CX Institutional held 93,869 shares of Visa worth $32.2M as of Q2 2026.
- CX Institutional bought 6,302 Visa shares in Q2 2026, an estimated $2.02M.
- Visa made up 0.93% of CX Institutional's portfolio in Q2 2026, its #24 holding.
- CX Institutional first reported a position in Visa in Q4 2018 and has held it in 31 quarters since.
- 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.
Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.