EIP
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Essential Investment Partners’s Visa V Stock Holding History

Essential Investment Partners’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 		$189K Hold
551
– – 0.15% 101
2026
Q1 		$167K Hold
551
– – 0.15% 92
2025
Q4 		$193K Buy
+551
New +$188K 0.18% 87

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Essential Investment Partners's V Position: Q2 2026 in Review

Essential Investment Partners held its Visa (V) position steady in Q2 2026 at 551 shares worth $189K. The position accounts for 0.15% of the portfolio, ranked #101.

Essential Investment Partners first reported a position in V in Q4 2025 and has held it in 3 quarters since. The position peaked at $193K in Q4 2025. 1,222 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Essential Investment Partners held 551 shares of Visa worth $189K as of Q2 2026.
  • Essential Investment Partners left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.15% of Essential Investment Partners's portfolio in Q2 2026, its #101 holding.
  • Essential Investment Partners first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • Essential Investment Partners's Visa position peaked at $193K in Q4 2025.
  • 1,222 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.