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Cypress Wealth Services’s Visa V Stock Holding History

Cypress Wealth Services’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 		$1.73M Sell
5,034
-93
-2% -$29.9K 0.21% 83
2026
Q1 		$1.55M Buy
5,127
+357
+7% +$115K 0.22% 91
2025
Q4 		$1.67M Buy
4,770
+1,250
+36% +$426K 0.23% 82
2025
Q3 		$1.2M Buy
3,520
+111
+3% +$38.4K 0.2% 91
2025
Q2 		$1.21M Sell
3,409
-16
-0.5% -$5.58K 0.22% 85
2025
Q1 		$1.2M Buy
3,425
+114
+3% +$38.6K 0.24% 77
2024
Q4 		$1.05M Buy
3,311
+27
+0.8% +$8.12K 0.21% 80
2024
Q3 		$903K Sell
3,284
-70
-2% -$18.9K 0.19% 92
2024
Q2 		$880K Buy
3,354
+179
+6% +$49.1K 0.2% 85
2024
Q1 		$886K Buy
3,175
+821
+35% +$227K 0.21% 87
2023
Q4 		$613K Buy
2,354
+57
+2% +$14K 0.15% 113
2023
Q3 		$528K Buy
2,297
+76
+3% +$18.3K 0.15% 126
2023
Q2 		$542K Buy
2,221
+763
+52% +$175K 0.14% 129
2023
Q1 		$329K Buy
1,458
+39
+3% +$8.68K 0.1% 174
2022
Q4 		$295K Buy
1,419
+79
+6% +$15.9K 0.09% 182
2022
Q3 		$246K Sell
1,340
-971
-42% -$198K 0.08% 190
2022
Q2 		$455K Sell
2,311
-566
-20% -$117K 0.15% 121
2022
Q1 		$638K Sell
2,877
-106
-4% -$22.9K 0.17% 98
2021
Q4 		$646K Buy
2,983
+88
+3% +$18.9K 0.18% 92
2021
Q3 		$645K Sell
2,895
-474
-14% -$111K 0.19% 87
2021
Q2 		$788K Sell
3,369
-2,383
-41% -$545K 0.22% 87
2021
Q1 		$1.22M Buy
5,752
+148
+3% +$31.2K 0.25% 81
2020
Q4 		$1.23M Buy
+5,604
New +$1.15M 0.27% 75
2020
Q3 		– Sell
-5,378
Closed -$1.07M – 481
2020
Q2 		$1.04M Buy
5,378
+172
+3% +$31.4K 0.25% 92
2020
Q1 		$839K Buy
5,206
+385
+8% +$72.5K 0.25% 97
2019
Q4 		$906K Sell
4,821
-155
-3% -$27.9K 0.23% 102
2019
Q3 		$856K Sell
4,976
-2,536
-34% -$452K 0.23% 103
2019
Q2 		$1.3M Sell
7,512
-716
-9% -$117K 0.38% 83
2019
Q1 		$1.28M Buy
8,228
+2,555
+45% +$368K 0.41% 74
2018
Q4 		$748K Sell
5,673
-225
-4% -$31.1K 0.3% 89
2018
Q3 		$885K Buy
5,898
+662
+13% +$94.1K 0.32% 88
2018
Q2 		$694K Buy
5,236
+113
+2% +$14.5K 0.26% 95
2018
Q1 		$613K Sell
5,123
-195
-4% -$23.6K 0.26% 94
2017
Q4 		$606K Buy
+5,318
New +$587K 0.25% 97

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Cypress Wealth Services's V Position: Q2 2026 in Review

Cypress Wealth Services reduced its Visa (V) stake by 1.8% in Q2 2026, selling an estimated $29.9K and leaving 5,034 shares worth $1.73M. The position accounts for 0.21% of the portfolio, ranked #83.

Cypress Wealth Services first reported a position in V in Q4 2017 and has held it in 34 quarters since. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Cypress Wealth Services held 5,034 shares of Visa worth $1.73M as of Q2 2026.
  • Cypress Wealth Services sold 93 Visa shares in Q2 2026, an estimated $29.9K.
  • Visa made up 0.21% of Cypress Wealth Services's portfolio in Q2 2026, its #83 holding.
  • Cypress Wealth Services first reported a position in Visa in Q4 2017 and has held it in 34 quarters since.
  • 1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.