Fortitude Family Office’s Visa V Stock Holding History

Fortitude Family Office’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	$949K	Sell	2,767 -18	-0.6%	-$5.78K	0.18%	69
2026 Q1	$842K	Sell	2,785 -32	-1%	-$10.3K	0.19%	73
2025 Q4	$988K	Buy	2,817 +6	+0.2%	+$2.04K	0.23%	74
2025 Q3	$960K	Sell	2,811 -402	-13%	-$139K	0.26%	69
2025 Q2	$1.14M	Buy	3,213 +1,586	+97%	+$553K	0.37%	52
2025 Q1	$570K	Sell	1,627 -960	-37%	-$325K	0.2%	64
2024 Q4	$818K	Buy	2,587 +1,058	+69%	+$318K	0.29%	53
2024 Q3	$420K	Buy	1,529 +1,071	+234%	+$290K	0.17%	78
2024 Q2	$120K	Buy	458 +115	+34%	+$31.5K	0.07%	104
2024 Q1	$95.7K	Buy	343 +30	+10%	+$8.28K	0.06%	100
2023 Q4	$81.5K	Buy	+313	New	+$77.1K	0.06%	113

Other funds holding V

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Fortitude Family Office's V Position: Q2 2026 in Review

Fortitude Family Office reduced its Visa (V) stake by 0.65% in Q2 2026, selling an estimated $5.78K and leaving 2,767 shares worth $949K. The position accounts for 0.18% of the portfolio, ranked #69.

Fortitude Family Office first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.14M in Q2 2025. 2,368 funds tracked by Wall St. Rank hold V as of Q2 2026.

Fortitude Family Office held 2,767 shares of Visa worth $949K as of Q2 2026.
Fortitude Family Office sold 18 Visa shares in Q2 2026, an estimated $5.78K.
Visa made up 0.18% of Fortitude Family Office's portfolio in Q2 2026, its #69 holding.
Fortitude Family Office first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
Fortitude Family Office's Visa position peaked at $1.14M in Q2 2025.
2,368 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.