GuoLine Advisory’s Visa V Stock Holding History

GuoLine Advisory’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	$36.6M	Hold	106,700	–	–	3.41%	12
2026 Q1	$32.2M	Hold	106,700	–	–	3.37%	11
2025 Q4	$37.4M	Hold	106,700	–	–	3.44%	12
2025 Q3	$36.4M	Hold	106,700	–	–	3.63%	12
2025 Q2	$37.9M	Sell	106,700 -53,400	-33%	-$18.6M	4.02%	8
2025 Q1	$56.1M	Sell	160,100 -19,900	-11%	-$6.73M	5.94%	4
2024 Q4	$56.9M	Hold	180,000	–	–	5.87%	6
2024 Q3	$49.5M	Hold	180,000	–	–	5.04%	7
2024 Q2	$47.2M	Hold	180,000	–	–	5.04%	6
2024 Q1	$50.2M	Hold	180,000	–	–	6.12%	6
2023 Q4	$46.9M	Hold	180,000	–	–	7.42%	7
2023 Q3	$41.4M	Hold	180,000	–	–	8.17%	6
2023 Q2	$42.7M	Buy	180,000 +50,000	+38%	+$11.4M	8.42%	7
2023 Q1	$29.3M	Buy	+130,000	New	+$28.9M	8.23%	8

Other funds holding V

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

GuoLine Advisory's V Position: Q2 2026 in Review

GuoLine Advisory held its Visa (V) position steady in Q2 2026 at 106,700 shares worth $36.6M. The position accounts for 3.41% of the portfolio, ranked #12.

GuoLine Advisory first reported a position in V in Q1 2023 and has held it in 14 quarters since. The position peaked at $56.9M in Q4 2024. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

GuoLine Advisory held 106,700 shares of Visa worth $36.6M as of Q2 2026.
GuoLine Advisory left its Visa share count unchanged in Q2 2026.
Visa made up 3.41% of GuoLine Advisory's portfolio in Q2 2026, its #12 holding.
GuoLine Advisory first reported a position in Visa in Q1 2023 and has held it in 14 quarters since.
GuoLine Advisory's Visa position peaked at $56.9M in Q4 2024.
2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on GuoLine Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.