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Hamilton Point Investment Advisors’s Visa V Stock Holding History

Hamilton Point Investment Advisors’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 		$8.34M Sell
24,313
-78
-0.3% -$25K 1.17% 28
2026
Q1 		$7.37M Sell
24,391
-165
-0.7% -$53.1K 1.14% 29
2025
Q4 		$8.61M Buy
24,556
+91
+0.4% +$31K 1.31% 22
2025
Q3 		$8.35M Sell
24,465
-21
-0.1% -$7.27K 1.3% 20
2025
Q2 		$8.69M Sell
24,486
-1,291
-5% -$450K 1.43% 18
2025
Q1 		$9.03M Buy
25,777
+147
+0.6% +$49.7K 1.62% 17
2024
Q4 		$8.1M Buy
25,630
+431
+2% +$130K 1.43% 22
2024
Q3 		$6.93M Buy
25,199
+385
+2% +$104K 1.22% 29
2024
Q2 		$6.51M Buy
24,814
+650
+3% +$178K 1.24% 29
2024
Q1 		$6.74M Sell
24,164
-304
-1% -$83.9K 1.29% 29
2023
Q4 		$6.37M Buy
24,468
+23,353
+2,094% +$5.76M 1.27% 27
2023
Q3 		$256K Buy
1,115
+50
+5% +$12K 0.06% 104
2023
Q2 		$253K Hold
1,065
– – 0.06% 108
2023
Q1 		$240K Buy
+1,065
New +$237K 0.06% 108

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Hamilton Point Investment Advisors's V Position: Q2 2026 in Review

Hamilton Point Investment Advisors reduced its Visa (V) stake by 0.32% in Q2 2026, selling an estimated $25K and leaving 24,313 shares worth $8.34M. The position accounts for 1.17% of the portfolio, ranked #28.

Hamilton Point Investment Advisors first reported a position in V in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.03M in Q1 2025. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Hamilton Point Investment Advisors held 24,313 shares of Visa worth $8.34M as of Q2 2026.
  • Hamilton Point Investment Advisors sold 78 Visa shares in Q2 2026, an estimated $25K.
  • Visa made up 1.17% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #28 holding.
  • Hamilton Point Investment Advisors first reported a position in Visa in Q1 2023 and has held it in 14 quarters since.
  • Hamilton Point Investment Advisors's Visa position peaked at $9.03M in Q1 2025.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.