HHRDM
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H&H Retirement Design & Management’s Visa V Stock Holding History

H&H Retirement Design & 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 		$951K Sell
2,579
-228
-8% -$73.2K 0.43% 44
2026
Q1 		$921K Buy
2,807
+684
+32% +$220K 0.43% 45
2025
Q4 		$709K Buy
2,123
+1
+0% +$341 0.36% 48
2025
Q3 		$711K Buy
2,122
+47
+2% +$16.3K 0.38% 48
2025
Q2 		$728K Sell
2,075
-214
-9% -$74.6K 0.4% 44
2025
Q1 		$733K Sell
2,289
-3
-0.1% -$1.01K 0.49% 43
2024
Q4 		$799K Sell
2,292
-235
-9% -$70.7K 0.49% 43
2024
Q3 		$706K Sell
2,527
-137
-5% -$37K 0.42% 47
2024
Q2 		$713K Sell
2,664
-116
-4% -$31.8K 0.44% 48
2024
Q1 		$757K Buy
+2,780
New +$768K 0.5% 47

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

H&H Retirement Design & Management's V Position: Q2 2026 in Review

H&H Retirement Design & Management reduced its Visa (V) stake by 8.1% in Q2 2026, selling an estimated $73.2K and leaving 2,579 shares worth $951K. The position accounts for 0.43% of the portfolio, ranked #44.

H&H Retirement Design & Management first reported a position in V in Q1 2024 and has held it in 10 quarters since. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • H&H Retirement Design & Management held 2,579 shares of Visa worth $951K as of Q2 2026.
  • H&H Retirement Design & Management sold 228 Visa shares in Q2 2026, an estimated $73.2K.
  • Visa made up 0.43% of H&H Retirement Design & Management's portfolio in Q2 2026, its #44 holding.
  • H&H Retirement Design & Management first reported a position in Visa in Q1 2024 and has held it in 10 quarters since.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.