EWM
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Empirical Wealth Management’s Visa V Stock Holding History

Empirical Wealth Management’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 		$13.6M Buy
39,521
+3,910
+11% +$1.26M 0.2% 89
2026
Q1 		$10.8M Buy
35,611
+159
+0.4% +$51.1K 0.19% 97
2025
Q4 		$12.4M Buy
35,452
+2,202
+7% +$750K 0.22% 76
2025
Q3 		$11.4M Buy
33,250
+2,287
+7% +$792K 0.23% 82
2025
Q2 		$11M Buy
30,963
+1,271
+4% +$443K 0.25% 80
2025
Q1 		$10.4M Buy
29,692
+4,824
+19% +$1.63M 0.27% 79
2024
Q4 		$7.86M Buy
24,868
+3,523
+17% +$1.06M 0.21% 90
2024
Q3 		$5.87M Sell
21,345
-42
-0.2% -$11.4K 0.16% 111
2024
Q2 		$5.61M Sell
21,387
-20
-0.1% -$5.48K 0.17% 105
2024
Q1 		$5.97M Sell
21,407
-6,225
-23% -$1.72M 0.18% 104
2023
Q4 		$7.19M Sell
27,632
-342
-1% -$84.3K 0.24% 85
2023
Q3 		$6.43M Sell
27,974
-123
-0.4% -$29.6K 0.25% 82
2023
Q2 		$6.67M Sell
28,097
-1,160
-4% -$265K 0.27% 74
2023
Q1 		$6.6M Sell
29,257
-3,684
-11% -$820K 0.29% 67
2022
Q4 		$6.84M Sell
32,941
-6,180
-16% -$1.25M 0.32% 62
2022
Q3 		$6.95M Buy
39,121
+20,243
+107% +$4.12M 0.36% 61
2022
Q2 		$3.72M Buy
18,878
+180
+1% +$37.2K 0.2% 87
2022
Q1 		$4.15M Buy
18,698
+1,149
+7% +$249K 0.21% 78
2021
Q4 		$3.8M Buy
17,549
+1,558
+10% +$334K 0.19% 87
2021
Q3 		$3.56M Sell
15,991
-11,219
-41% -$2.63M 0.2% 81
2021
Q2 		$6.36M Buy
27,210
+250
+0.9% +$57.2K 0.39% 48
2021
Q1 		$5.71M Sell
26,960
-531
-2% -$112K 0.46% 43
2020
Q4 		$6.01M Sell
27,491
-4,903
-15% -$1M 0.46% 39
2020
Q3 		$6.48M Sell
32,394
-3,441
-10% -$687K 0.55% 37
2020
Q2 		$6.92M Buy
35,835
+530
+2% +$96.8K 0.65% 30
2020
Q1 		$5.69M Buy
35,305
+5,914
+20% +$1.11M 0.62% 30
2019
Q4 		$5.52M Buy
29,391
+1,519
+5% +$274K 0.61% 28
2019
Q3 		$4.79M Buy
27,872
+15,655
+128% +$2.79M 0.58% 31
2019
Q2 		$2.12M Buy
12,217
+3,159
+35% +$517K 0.28% 56
2019
Q1 		$1.42M Sell
9,058
-183
-2% -$26.4K 0.21% 72
2018
Q4 		$1.22M Buy
9,241
+7,169
+346% +$990K 0.21% 64
2018
Q3 		$311K Sell
2,072
-1,026
-33% -$146K 0.06% 163
2018
Q2 		$410K Buy
3,098
+976
+46% +$126K 0.08% 123
2018
Q1 		$254K Sell
2,122
-250
-11% -$30.3K 0.05% 147
2017
Q4 		$270K Sell
2,372
-86
-3% -$9.5K 0.06% 122
2017
Q3 		$259K Buy
2,458
+166
+7% +$16.8K 0.06% 117
2017
Q2 		$215K Hold
2,292
– – 0.05% 124
2017
Q1 		$204K Buy
+2,292
New +$197K 0.05% 127
2015
Q4 		– Sell
-4,512
Closed -$314K – 114
2015
Q3 		$314K Hold
4,512
– – 0.07% 89
2015
Q2 		$303K Buy
+4,512
New +$306K 0.07% 103

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Empirical Wealth Management's V Position: Q2 2026 in Review

Empirical Wealth Management increased its Visa (V) stake by 11% in Q2 2026, buying an estimated $1.26M and bringing the position to 39,521 shares worth $13.6M. The position accounts for 0.2% of the portfolio, ranked #89.

Empirical Wealth Management first reported a position in V in Q2 2015 and has held it in 40 quarters since. 1,943 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Empirical Wealth Management held 39,521 shares of Visa worth $13.6M as of Q2 2026.
  • Empirical Wealth Management bought 3,910 Visa shares in Q2 2026, an estimated $1.26M.
  • Visa made up 0.2% of Empirical Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Empirical Wealth Management first reported a position in Visa in Q2 2015 and has held it in 40 quarters since.
  • 1,943 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.