DC
V icon

DeDora Capital’s Visa V Stock Holding History

DeDora Capital’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 		$3.2M Sell
9,317
-3
-0% -$963 0.69% 35
2026
Q1 		$2.82M Buy
9,320
+84
+0.9% +$27K 0.69% 37
2025
Q4 		$3.24M Buy
9,236
+82
+0.9% +$27.9K 0.77% 34
2025
Q3 		$3.13M Sell
9,154
-102
-1% -$35.3K 0.75% 32
2025
Q2 		$3.29M Buy
9,256
+93
+1% +$32.4K 0.86% 29
2025
Q1 		$3.21M Sell
9,163
-54
-0.6% -$18.3K 0.93% 28
2024
Q4 		$2.91M Sell
9,217
-3
-0% -$902 0.8% 29
2024
Q3 		$2.54M Buy
9,220
+32
+0.3% +$8.65K 0.71% 31
2024
Q2 		$2.41M Buy
9,188
+47
+0.5% +$12.9K 0.74% 32
2024
Q1 		$2.55M Sell
9,141
-355
-4% -$98K 0.81% 31
2023
Q4 		$2.47M Buy
9,496
+155
+2% +$38.2K 0.87% 30
2023
Q3 		$2.15M Buy
9,341
+385
+4% +$92.5K 0.85% 31
2023
Q2 		$2.13M Buy
8,956
+603
+7% +$138K 0.82% 30
2023
Q1 		$1.88M Buy
8,353
+26
+0.3% +$5.79K 0.8% 31
2022
Q4 		$1.73M Buy
8,327
+40
+0.5% +$8.07K 0.82% 28
2022
Q3 		$1.47M Sell
8,287
-135
-2% -$27.5K 0.77% 32
2022
Q2 		$1.66M Sell
8,422
-203
-2% -$42K 0.84% 27
2022
Q1 		$1.91M Buy
+8,625
New +$1.87M 0.77% 28
2021
Q4 		– Sell
-7,907
Closed -$1.76M – 104
2021
Q3 		$1.76M Buy
7,907
+206
+3% +$48.3K 0.77% 31
2021
Q2 		$1.8M Sell
7,701
-7
-0.1% -$1.6K 0.79% 30
2021
Q1 		$1.63M Sell
7,708
-527
-6% -$111K 0.77% 31
2020
Q4 		$1.8M Buy
8,235
+1,128
+16% +$231K 0.89% 28
2020
Q3 		$1.42M Buy
7,107
+347
+5% +$69.3K 0.79% 32
2020
Q2 		$1.31M Sell
6,760
-571
-8% -$104K 0.79% 33
2020
Q1 		$1.18M Buy
7,331
+226
+3% +$42.6K 0.89% 30
2019
Q4 		$1.33M Sell
7,105
-726
-9% -$131K 0.8% 35
2019
Q3 		$1.35M Buy
7,831
+1,026
+15% +$183K 0.93% 29
2019
Q2 		$1.18M Buy
6,805
+1,294
+23% +$212K 0.83% 32
2019
Q1 		$861K Sell
5,511
-1,495
-21% -$215K 0.65% 40
2018
Q4 		$924K Sell
7,006
-497
-7% -$68.6K 0.82% 33
2018
Q3 		$1.13M Sell
7,503
-480
-6% -$68.3K 0.85% 29
2018
Q2 		$1.06M Sell
7,983
-186
-2% -$23.9K 0.83% 28
2018
Q1 		$977K Buy
8,169
+294
+4% +$35.6K 0.79% 28
2017
Q4 		$898K Buy
+7,875
New +$870K 0.74% 34

Other funds holding V

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

DeDora Capital's V Position: Q2 2026 in Review

DeDora Capital reduced its Visa (V) stake by 0.03% in Q2 2026, selling an estimated $963 and leaving 9,317 shares worth $3.2M. The position accounts for 0.69% of the portfolio, ranked #35.

DeDora Capital first reported a position in V in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.29M in Q2 2025. 2,280 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • DeDora Capital held 9,317 shares of Visa worth $3.2M as of Q2 2026.
  • DeDora Capital sold 3 Visa shares in Q2 2026, an estimated $963.
  • Visa made up 0.69% of DeDora Capital's portfolio in Q2 2026, its #35 holding.
  • DeDora Capital first reported a position in Visa in Q4 2017 and has held it in 34 quarters since.
  • DeDora Capital's Visa position peaked at $3.29M in Q2 2025.
  • 2,280 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on DeDora Capital's 13F filing for Q2 2026, filed 13 Jul 2026.