Envestnet Portfolio Solutions
V icon

Envestnet Portfolio Solutions’s Visa V Stock Holding History

Envestnet Portfolio Solutions’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 		$52.6M Buy
153,432
+27,224
+22% +$8.74M 0.25% 67
2026
Q1 		$38.1M Sell
126,208
-25,305
-17% -$8.14M 0.21% 74
2025
Q4 		$53.1M Buy
151,513
+12,279
+9% +$4.18M 0.19% 71
2025
Q3 		$47.5M Sell
139,234
-22,682
-14% -$7.85M 0.18% 74
2025
Q2 		$57.5M Buy
161,916
+9,491
+6% +$3.31M 0.21% 67
2025
Q1 		$53.4M Sell
152,425
-29,870
-16% -$10.1M 0.2% 67
2024
Q4 		$57.6M Sell
182,295
-1,548
-0.8% -$465K 0.19% 68
2024
Q3 		$50.5M Sell
183,843
-1,808
-1% -$489K 0.16% 69
2024
Q2 		$48.7M Sell
185,651
-3,450
-2% -$946K 0.17% 70
2024
Q1 		$52.8M Buy
189,101
+15,156
+9% +$4.18M 0.2% 68
2023
Q4 		$45.3M Buy
173,945
+7,860
+5% +$1.94M 0.19% 71
2023
Q3 		$38.2M Buy
+166,085
New +$39.9M 0.18% 71

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

Envestnet Portfolio Solutions's V Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Visa (V) stake by 22% in Q2 2026, buying an estimated $8.74M and bringing the position to 153,432 shares worth $52.6M. The position accounts for 0.25% of the portfolio, ranked #67.

Envestnet Portfolio Solutions first reported a position in V in Q3 2023 and has held it in 12 quarters since. The position peaked at $57.6M in Q4 2024. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Envestnet Portfolio Solutions held 153,432 shares of Visa worth $52.6M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 27,224 Visa shares in Q2 2026, an estimated $8.74M.
  • Visa made up 0.25% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #67 holding.
  • Envestnet Portfolio Solutions first reported a position in Visa in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Visa position peaked at $57.6M in Q4 2024.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.