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Ferguson Wellman Capital Management’s Visa V Stock Holding History

Ferguson Wellman Capital 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 		$124M Buy
360,504
+4,249
+1% +$1.36M 1.51% 17
2026
Q1 		$108M Sell
356,255
-931
-0.3% -$299K 1.47% 24
2025
Q4 		$125M Buy
357,186
+7,162
+2% +$2.44M 2.01% 15
2025
Q3 		$119M Buy
350,024
+225
+0.1% +$77.9K 1.94% 13
2025
Q2 		$124M Buy
349,799
+7,596
+2% +$2.65M 2.19% 9
2025
Q1 		$120M Buy
342,203
+11,086
+3% +$3.75M 2.33% 10
2024
Q4 		$105M Sell
331,117
-2,619
-0.8% -$788K 1.99% 11
2024
Q3 		$91.8M Sell
333,736
-256
-0.1% -$69.2K 1.78% 14
2024
Q2 		$87.7M Sell
333,992
-13,291
-4% -$3.64M 1.78% 13
2024
Q1 		$96.9M Buy
347,283
+5,017
+1% +$1.39M 1.98% 11
2023
Q4 		$89.1M Buy
342,266
+7,577
+2% +$1.87M 2% 9
2023
Q3 		$77M Buy
334,689
+6,534
+2% +$1.57M 1.88% 11
2023
Q2 		$77.9M Buy
328,155
+3,298
+1% +$755K 1.83% 12
2023
Q1 		$73.2M Buy
324,857
+32,940
+11% +$7.33M 1.84% 13
2022
Q4 		$60.6M Sell
291,917
-3,313
-1% -$668K 1.58% 16
2022
Q3 		$52.4M Buy
295,230
+66,065
+29% +$13.4M 2.05% 7
2022
Q2 		$45.1M Sell
229,165
-2,116
-0.9% -$437K 1.67% 11
2022
Q1 		$51.3M Sell
231,281
-5,927
-2% -$1.28M 1.62% 11
2021
Q4 		$51.4M Buy
237,208
+1,113
+0.5% +$239K 1.5% 16
2021
Q3 		$52.6M Sell
236,095
-75,626
-24% -$17.7M 1.7% 10
2021
Q2 		$72.9M Sell
311,721
-556
-0.2% -$127K 2.37% 5
2021
Q1 		$66.1M Buy
312,277
+6,500
+2% +$1.37M 2.3% 6
2020
Q4 		$66.9M Buy
305,777
+1,653
+0.5% +$338K 1.63% 13
2020
Q3 		$60.8M Buy
304,124
+40,913
+16% +$8.17M 1.68% 13
2020
Q2 		$50.8M Sell
263,211
-76,011
-22% -$13.9M 1.55% 15
2020
Q1 		$54.7M Sell
339,222
-64,025
-16% -$12.1M 2.05% 9
2019
Q4 		$75.8M Buy
403,247
+406
+0.1% +$73.1K 2.23% 6
2019
Q3 		$69.3M Buy
402,841
+3,565
+0.9% +$635K 2.21% 7
2019
Q2 		$69.3M Sell
399,276
-9,800
-2% -$1.6M 2.3% 7
2019
Q1 		$63.9M Buy
409,076
+6,011
+1% +$866K 2.17% 7
2018
Q4 		$53.2M Sell
403,065
-3,013
-0.7% -$416K 2.04% 8
2018
Q3 		$60.9M Sell
406,078
-2,042
-0.5% -$290K 2% 10
2018
Q2 		$54.1M Buy
408,120
+98,575
+32% +$12.7M 1.89% 11
2018
Q1 		$37M Buy
309,545
+119,654
+63% +$14.5M 1.31% 18
2017
Q4 		$21.7M Sell
189,891
-1,732
-0.9% -$191K 0.75% 40
2017
Q3 		$20.2M Sell
191,623
-3,322
-2% -$337K 0.73% 45
2017
Q2 		$18.3M Sell
194,945
-1,267
-0.6% -$118K 0.69% 46
2017
Q1 		$17.4M Sell
196,212
-370,274
-65% -$31.9M 0.67% 47
2016
Q4 		$44.2M Sell
566,486
-2,617
-0.5% -$210K 1.8% 8
2016
Q3 		$47.1M Buy
569,103
+99,312
+21% +$7.95M 2.01% 9
2016
Q2 		$34.8M Sell
469,791
-14,514
-3% -$1.14M 1.46% 18
2016
Q1 		$37M Sell
484,305
-122,530
-20% -$8.9M 1.58% 12
2015
Q4 		$47.1M Buy
606,835
+19,355
+3% +$1.5M 1.94% 5
2015
Q3 		$40.9M Buy
587,480
+27,455
+5% +$1.96M 1.82% 8
2015
Q2 		$37.6M Buy
560,025
+248,292
+80% +$16.8M 1.55% 12
2015
Q1 		$20.4M Buy
311,733
+303,293
+3,594% +$20.1M 0.84% 38
2014
Q4 		$553K Sell
8,440
-300
-3% -$18.1K 0.02% 236
2014
Q3 		$466K Sell
8,740
-488
-5% -$26.2K 0.02% 229
2014
Q2 		$486K Buy
9,228
+800
+9% +$41.8K 0.02% 236
2014
Q1 		$455K Hold
8,428
– – 0.02% 230
2013
Q4 		$469K Hold
8,428
– – 0.02% 223
2013
Q3 		$403K Sell
8,428
-1,064
-11% -$49.2K 0.02% 230
2013
Q2 		$434K Buy
+9,492
New +$415K 0.03% 131

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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Ferguson Wellman Capital Management's V Position: Q2 2026 in Review

Ferguson Wellman Capital Management increased its Visa (V) stake by 1.2% in Q2 2026, buying an estimated $1.36M and bringing the position to 360,504 shares worth $124M. The position accounts for 1.51% of the portfolio, ranked #17.

Ferguson Wellman Capital Management first reported a position in V in Q2 2013 and has held it in 53 quarters since. The position peaked at $125M in Q4 2025. 1,638 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Ferguson Wellman Capital Management held 360,504 shares of Visa worth $124M as of Q2 2026.
  • Ferguson Wellman Capital Management bought 4,249 Visa shares in Q2 2026, an estimated $1.36M.
  • Visa made up 1.51% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #17 holding.
  • Ferguson Wellman Capital Management first reported a position in Visa in Q2 2013 and has held it in 53 quarters since.
  • Ferguson Wellman Capital Management's Visa position peaked at $125M in Q4 2025.
  • 1,638 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.