DLA
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Douglas Lane & Associates’s Visa V Stock Holding History

Douglas Lane & Associates’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 		$118M Sell
343,701
-3,884
-1% -$1.25M 1.6% 11
2026
Q1 		$105M Buy
347,585
+2,721
+0.8% +$875K 1.51% 14
2025
Q4 		$121M Sell
344,864
-13,014
-4% -$4.43M 1.66% 10
2025
Q3 		$122M Sell
357,878
-10,589
-3% -$3.66M 1.7% 9
2025
Q2 		$131M Sell
368,467
-28,543
-7% -$9.95M 1.9% 8
2025
Q1 		$139M Sell
397,010
-5,803
-1% -$1.96M 2.05% 6
2024
Q4 		$127M Sell
402,813
-5,921
-1% -$1.78M 1.8% 9
2024
Q3 		$112M Sell
408,734
-6,842
-2% -$1.85M 1.54% 13
2024
Q2 		$109M Sell
415,576
-5,424
-1% -$1.49M 1.55% 10
2024
Q1 		$117M Sell
421,000
-9,092
-2% -$2.51M 1.66% 9
2023
Q4 		$112M Sell
430,092
-22,225
-5% -$5.48M 1.73% 7
2023
Q3 		$104M Sell
452,317
-12,940
-3% -$3.11M 1.75% 7
2023
Q2 		$110M Sell
465,257
-21,540
-4% -$4.93M 1.78% 8
2023
Q1 		$110M Sell
486,797
-10,427
-2% -$2.32M 1.83% 9
2022
Q4 		$103M Sell
497,224
-13,156
-3% -$2.65M 1.73% 6
2022
Q3 		$90.7M Sell
510,380
-7,470
-1% -$1.52M 1.68% 12
2022
Q2 		$102M Sell
517,850
-7,218
-1% -$1.49M 1.73% 8
2022
Q1 		$116M Sell
525,068
-2,069
-0.4% -$447K 1.64% 14
2021
Q4 		$114M Buy
527,137
+7,403
+1% +$1.59M 1.52% 16
2021
Q3 		$116M Sell
519,734
-7,556
-1% -$1.77M 1.66% 12
2021
Q2 		$123M Sell
527,290
-4,249
-0.8% -$971K 1.73% 13
2021
Q1 		$113M Sell
531,539
-1,646
-0.3% -$346K 1.74% 10
2020
Q4 		$117M Sell
533,185
-11,652
-2% -$2.38M 1.95% 8
2020
Q3 		$109M Sell
544,837
-11,343
-2% -$2.27M 2.16% 7
2020
Q2 		$107M Sell
556,180
-12,160
-2% -$2.22M 2.31% 6
2020
Q1 		$91.6M Sell
568,340
-26,962
-5% -$5.08M 2.41% 6
2019
Q4 		$112M Sell
595,302
-16,301
-3% -$2.94M 2.08% 7
2019
Q3 		$105M Sell
611,603
-24,637
-4% -$4.39M 2.1% 5
2019
Q2 		$110M Sell
636,240
-25,871
-4% -$4.24M 2.15% 5
2019
Q1 		$103M Sell
662,111
-18,768
-3% -$2.7M 2.14% 4
2018
Q4 		$89.8M Sell
680,879
-14,918
-2% -$2.06M 2.12% 5
2018
Q3 		$104M Sell
695,797
-23,459
-3% -$3.34M 2.05% 7
2018
Q2 		$95.3M Sell
719,256
-25,136
-3% -$3.24M 2.02% 5
2018
Q1 		$89M Sell
744,392
-16,590
-2% -$2.01M 1.94% 7
2017
Q4 		$86.8M Sell
760,982
-32,725
-4% -$3.61M 1.83% 8
2017
Q3 		$83.5M Sell
793,707
-68,225
-8% -$6.92M 1.92% 6
2017
Q2 		$80.8M Sell
861,932
-15,743
-2% -$1.46M 1.9% 5
2017
Q1 		$78M Sell
877,675
-23,222
-3% -$2M 1.94% 5
2016
Q4 		$70.3M Sell
900,897
-28,290
-3% -$2.27M 1.79% 8
2016
Q3 		$76.8M Sell
929,187
-42,182
-4% -$3.38M 2.05% 4
2016
Q2 		$72M Sell
971,369
-20,522
-2% -$1.61M 2.07% 3
2016
Q1 		$75.9M Buy
+991,891
New +$72.1M 2.07% 3

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Douglas Lane & Associates's V Position: Q2 2026 in Review

Douglas Lane & Associates reduced its Visa (V) stake by 1.1% in Q2 2026, selling an estimated $1.25M and leaving 343,701 shares worth $118M. The position accounts for 1.6% of the portfolio, ranked #11.

Douglas Lane & Associates first reported a position in V in Q1 2016 and has held it in 42 quarters since. The position peaked at $139M in Q1 2025. 2,060 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Douglas Lane & Associates held 343,701 shares of Visa worth $118M as of Q2 2026.
  • Douglas Lane & Associates sold 3,884 Visa shares in Q2 2026, an estimated $1.25M.
  • Visa made up 1.6% of Douglas Lane & Associates's portfolio in Q2 2026, its #11 holding.
  • Douglas Lane & Associates first reported a position in Visa in Q1 2016 and has held it in 42 quarters since.
  • Douglas Lane & Associates's Visa position peaked at $139M in Q1 2025.
  • 2,060 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Douglas Lane & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.