HA
V icon

Hamel Associates’s Visa V Stock Holding History

Hamel Associates’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 		$1.99M Buy
5,788
+139
+2% +$44.6K 0.55% 47
2026
Q1 		$1.71M Buy
+5,649
New +$1.82M 0.49% 45
2025
Q1 		– Sell
-3,085
Closed -$975K – 75
2024
Q4 		$975K Hold
3,085
– – 0.31% 55
2024
Q3 		$848K Sell
3,085
-6
-0.2% -$1.62K 0.26% 60
2024
Q2 		$811K Buy
3,091
+41
+1% +$11.2K 0.26% 58
2024
Q1 		$851K Hold
3,050
– – 0.27% 57
2023
Q4 		$794K Hold
3,050
– – 0.28% 56
2023
Q3 		$702K Buy
3,050
+80
+3% +$19.2K 0.26% 57
2023
Q2 		$705K Hold
2,970
– – 0.25% 57
2023
Q1 		$670K Sell
2,970
-45
-1% -$10K 0.23% 62
2022
Q4 		$626K Sell
3,015
-80
-3% -$16.1K 0.22% 64
2022
Q3 		$550K Hold
3,095
– – 0.22% 67
2022
Q2 		$609K Sell
3,095
-886
-22% -$183K 0.24% 66
2022
Q1 		$883K Sell
3,981
-282
-7% -$61K 0.31% 57
2021
Q4 		$924K Sell
4,263
-8,867
-68% -$1.9M 0.33% 56
2021
Q3 		$2.92M Sell
13,130
-100
-0.8% -$23.4K 1.14% 37
2021
Q2 		$3.09M Sell
13,230
-621
-4% -$142K 1.18% 35
2021
Q1 		$2.93M Buy
13,851
+132
+1% +$27.8K 1.13% 36
2020
Q4 		$3M Buy
13,719
+4,700
+52% +$962K 1.23% 33
2020
Q3 		$1.8M Buy
9,019
+1,195
+15% +$239K 0.8% 37
2020
Q2 		$1.51M Buy
+7,824
New +$1.43M 0.73% 39
2020
Q1 		– Sell
-1,336
Closed -$251K – 81
2019
Q4 		$251K Sell
1,336
-115
-8% -$20.7K 0.1% 78
2019
Q3 		$250K Buy
1,451
+110
+8% +$19.6K 0.11% 81
2019
Q2 		$233K Buy
+1,341
New +$220K 0.1% 81
2018
Q4 		– Sell
-1,546
Closed -$232K – 96
2018
Q3 		$232K Hold
1,546
– – 0.1% 91
2018
Q2 		$205K Buy
+1,546
New +$199K 0.09% 95

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

Hamel Associates's V Position: Q2 2026 in Review

Hamel Associates increased its Visa (V) stake by 2.5% in Q2 2026, buying an estimated $44.6K and bringing the position to 5,788 shares worth $1.99M. The position accounts for 0.55% of the portfolio, ranked #47.

Hamel Associates first reported a position in V in Q2 2018 and has held it in 26 quarters since. The position peaked at $3.09M in Q2 2021. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Hamel Associates held 5,788 shares of Visa worth $1.99M as of Q2 2026.
  • Hamel Associates bought 139 Visa shares in Q2 2026, an estimated $44.6K.
  • Visa made up 0.55% of Hamel Associates's portfolio in Q2 2026, its #47 holding.
  • Hamel Associates first reported a position in Visa in Q2 2018 and has held it in 26 quarters since.
  • Hamel Associates's Visa position peaked at $3.09M in Q2 2021.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Hamel Associates's 13F filing for Q2 2026, filed 27 Jul 2026.