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Douglass Winthrop Advisors’s Visa V Stock Holding History

Douglass Winthrop Advisors’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 		$19.4M Sell
56,482
-295
-0.5% -$94.7K 0.33% 41
2026
Q1 		$17.2M Sell
56,777
-901
-2% -$290K 0.31% 43
2025
Q4 		$20.2M Buy
57,678
+2,739
+5% +$933K 0.35% 39
2025
Q3 		$18.8M Buy
54,939
+9,176
+20% +$3.18M 0.33% 40
2025
Q2 		$16.2M Sell
45,763
-992
-2% -$346K 0.29% 37
2025
Q1 		$16.4M Buy
46,755
+637
+1% +$216K 0.31% 36
2024
Q4 		$14.6M Sell
46,118
-915
-2% -$275K 0.28% 40
2024
Q3 		$12.9M Sell
47,033
-5,763
-11% -$1.56M 0.25% 43
2024
Q2 		$13.9M Buy
52,796
+1,091
+2% +$299K 0.28% 40
2024
Q1 		$14.4M Buy
51,705
+2,537
+5% +$700K 0.3% 41
2023
Q4 		$12.8M Sell
49,168
-162
-0.3% -$39.9K 0.29% 41
2023
Q3 		$11.3M Sell
49,330
-1,569
-3% -$377K 0.28% 41
2023
Q2 		$12.1M Sell
50,899
-1,132
-2% -$259K 0.29% 39
2023
Q1 		$11.7M Sell
52,031
-2,038
-4% -$454K 0.3% 40
2022
Q4 		$11.2M Sell
54,069
-1,142
-2% -$230K 0.31% 40
2022
Q3 		$9.81M Sell
55,211
-203
-0.4% -$41.3K 0.3% 39
2022
Q2 		$10.9M Sell
55,414
-182
-0.3% -$37.6K 0.31% 39
2022
Q1 		$12.3M Sell
55,596
-357
-0.6% -$77.2K 0.29% 40
2021
Q4 		$12.1M Sell
55,953
-165
-0.3% -$35.4K 0.27% 43
2021
Q3 		$12.5M Sell
56,118
-1,217
-2% -$285K 0.31% 41
2021
Q2 		$13.4M Buy
57,335
+757
+1% +$173K 0.33% 38
2021
Q1 		$12M Sell
56,578
-1,083
-2% -$228K 0.32% 37
2020
Q4 		$12.6M Sell
57,661
-35
-0.1% -$7.16K 0.36% 36
2020
Q3 		$11.5M Buy
57,696
+891
+2% +$178K 0.38% 39
2020
Q2 		$11M Buy
56,805
+2,855
+5% +$522K 0.41% 38
2020
Q1 		$8.69M Buy
53,950
+28
+0.1% +$5.28K 0.39% 37
2019
Q4 		$10.1M Buy
53,922
+464
+0.9% +$83.6K 0.36% 42
2019
Q3 		$9.2M Buy
53,458
+3,253
+6% +$579K 0.35% 45
2019
Q2 		$8.71M Sell
50,205
-644
-1% -$105K 0.35% 45
2019
Q1 		$7.94M Sell
50,849
-2,798
-5% -$403K 0.35% 47
2018
Q4 		$7.08M Buy
53,647
+122
+0.2% +$16.9K 0.35% 48
2018
Q3 		$8.03M Sell
53,525
-922
-2% -$131K 0.35% 48
2018
Q2 		$7.21M Buy
54,447
+316
+0.6% +$40.7K 0.32% 58
2018
Q1 		$6.47M Buy
54,131
+36,467
+206% +$4.42M 0.32% 57
2017
Q4 		$2.01M Buy
17,664
+380
+2% +$42K 0.11% 89
2017
Q3 		$1.82M Buy
17,284
+267
+2% +$27.1K 0.11% 92
2017
Q2 		$1.6M Buy
17,017
+1,015
+6% +$94.2K 0.1% 93
2017
Q1 		$1.42M Sell
16,002
-1,200
-7% -$103K 0.09% 103
2016
Q4 		$1.34M Buy
17,202
+2,400
+16% +$193K 0.09% 102
2016
Q3 		$1.22M Buy
14,802
+683
+5% +$54.7K 0.08% 102
2016
Q2 		$1.05M Hold
14,119
– – 0.07% 113
2016
Q1 		$1.08M Hold
14,119
– – 0.08% 110
2015
Q4 		$1.09M Buy
14,119
+7,599
+117% +$589K 0.08% 116
2015
Q3 		$454K Hold
6,520
– – 0.04% 165
2015
Q2 		$426K Hold
6,520
– – 0.03% 183
2015
Q1 		$426K Hold
6,520
– – 0.03% 183
2014
Q4 		$427K Buy
6,520
+464
+8% +$27.9K 0.04% 144
2014
Q3 		$323K Buy
6,056
+188
+3% +$10.1K 0.03% 161
2014
Q2 		$309K Hold
5,868
– – 0.03% 156
2014
Q1 		$317K Buy
+5,868
New +$326K 0.03% 154

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Douglass Winthrop Advisors's V Position: Q2 2026 in Review

Douglass Winthrop Advisors reduced its Visa (V) stake by 0.52% in Q2 2026, selling an estimated $94.7K and leaving 56,482 shares worth $19.4M. The position accounts for 0.33% of the portfolio, ranked #41.

Douglass Winthrop Advisors first reported a position in V in Q1 2014 and has held it in 50 quarters since. The position peaked at $20.2M in Q4 2025. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Douglass Winthrop Advisors held 56,482 shares of Visa worth $19.4M as of Q2 2026.
  • Douglass Winthrop Advisors sold 295 Visa shares in Q2 2026, an estimated $94.7K.
  • Visa made up 0.33% of Douglass Winthrop Advisors's portfolio in Q2 2026, its #41 holding.
  • Douglass Winthrop Advisors first reported a position in Visa in Q1 2014 and has held it in 50 quarters since.
  • Douglass Winthrop Advisors's Visa position peaked at $20.2M in Q4 2025.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.