CWS
V icon

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
2020
Q4 		– Sell
-5,388
Closed -$1.08M – 496
2020
Q3 		$1.08M Buy
+5,388
New +$1.08M 0.28% 74

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.