Hager Investment Management Services’s Visa V Stock Holding History

Hager Investment Management Services’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	$1.38M	Sell	4,035 -28	-0.7%	-$8.99K	0.64%	49
2026 Q1	$1.23M	Buy	4,063 +44	+1%	+$14.1K	0.67%	46
2025 Q4	$1.41M	Sell	4,019 -1,989	-33%	-$678K	0.77%	42
2025 Q3	$2.05M	Buy	6,008 +549	+10%	+$190K	1.11%	36
2025 Q2	$1.94M	Buy	5,459 +176	+3%	+$61.3K	1.16%	30
2025 Q1	$1.85M	Sell	5,283 -956	-15%	-$323K	1.29%	26
2024 Q4	$1.97M	Buy	+6,239	New	+$1.88M	1.23%	26

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

Hager Investment Management Services's V Position: Q2 2026 in Review

Hager Investment Management Services reduced its Visa (V) stake by 0.69% in Q2 2026, selling an estimated $8.99K and leaving 4,035 shares worth $1.38M. The position accounts for 0.64% of the portfolio, ranked #49.

Hager Investment Management Services first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.05M in Q3 2025. 2,351 funds tracked by Wall St. Rank hold V as of Q2 2026.

Hager Investment Management Services held 4,035 shares of Visa worth $1.38M as of Q2 2026.
Hager Investment Management Services sold 28 Visa shares in Q2 2026, an estimated $8.99K.
Visa made up 0.64% of Hager Investment Management Services's portfolio in Q2 2026, its #49 holding.
Hager Investment Management Services first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
Hager Investment Management Services's Visa position peaked at $2.05M in Q3 2025.
2,351 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.