HIM
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Harbour Investment Management’s Visa V Stock Holding History

Harbour Investment 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 		$1.58M Sell
4,618
-60
-1% -$19.3K 0.82% 36
2026
Q1 		$1.41M Sell
4,678
-125
-3% -$40.2K 0.77% 43
2025
Q4 		$1.68M Sell
4,803
-790
-14% -$269K 0.89% 35
2025
Q3 		$1.91M Sell
5,593
-660
-11% -$228K 0.83% 35
2025
Q2 		$2.22M Sell
6,253
-110
-2% -$38.3K 0.96% 33
2025
Q1 		$2.23M Sell
6,363
-342
-5% -$116K 1.01% 34
2024
Q4 		$2.12M Buy
6,705
+345
+5% +$104K 0.93% 35
2024
Q3 		$1.75M Sell
6,360
-75
-1% -$20.3K 0.77% 42
2024
Q2 		$1.69M Buy
6,435
+724
+13% +$198K 0.78% 42
2024
Q1 		$1.59M Sell
5,711
-10
-0.2% -$2.76K 0.75% 44
2023
Q4 		$1.49M Sell
5,721
-69
-1% -$17K 0.78% 42
2023
Q3 		$1.33M Buy
5,790
+18
+0.3% +$4.33K 0.76% 43
2023
Q2 		$1.37M Buy
5,772
+660
+13% +$151K 0.72% 45
2023
Q1 		$1.15M Buy
5,112
+73
+1% +$16.2K 0.64% 48
2022
Q4 		$1.05M Hold
5,039
– – 0.6% 49
2022
Q3 		$895K Sell
5,039
-90
-2% -$18.3K 0.56% 49
2022
Q2 		$1.01M Hold
5,129
– – 0.61% 47
2022
Q1 		$1.14M Sell
5,129
-1,850
-27% -$400K 0.55% 49
2021
Q4 		$1.51M Buy
6,979
+1,615
+30% +$347K 0.69% 44
2021
Q3 		$1.2M Sell
5,364
-307
-5% -$72K 0.61% 47
2021
Q2 		$1.33M Buy
5,671
+840
+17% +$192K 0.66% 44
2021
Q1 		$1.02M Buy
4,831
+2,693
+126% +$567K 0.55% 49
2020
Q4 		$468K Hold
2,138
– – 0.26% 55
2020
Q3 		$428K Hold
2,138
– – 0.27% 57
2020
Q2 		$413K Hold
2,138
– – 0.29% 57
2020
Q1 		$345K Hold
2,138
– – 0.28% 59
2019
Q4 		$402K Hold
2,138
– – 0.26% 61
2019
Q3 		$368K Hold
2,138
– – 0.26% 60
2019
Q2 		$371K Sell
2,138
-1
-0% -$164 0.26% 59
2019
Q1 		$334K Buy
2,139
+299
+16% +$43.1K 0.25% 59
2018
Q4 		$243K Buy
+1,840
New +$254K 0.2% 61

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Harbour Investment Management's V Position: Q2 2026 in Review

Harbour Investment Management reduced its Visa (V) stake by 1.3% in Q2 2026, selling an estimated $19.3K and leaving 4,618 shares worth $1.58M. The position accounts for 0.82% of the portfolio, ranked #36.

Harbour Investment Management first reported a position in V in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.23M in Q1 2025. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Harbour Investment Management held 4,618 shares of Visa worth $1.58M as of Q2 2026.
  • Harbour Investment Management sold 60 Visa shares in Q2 2026, an estimated $19.3K.
  • Visa made up 0.82% of Harbour Investment Management's portfolio in Q2 2026, its #36 holding.
  • Harbour Investment Management first reported a position in Visa in Q4 2018 and has held it in 31 quarters since.
  • Harbour Investment Management's Visa position peaked at $2.23M in Q1 2025.
  • 1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Harbour Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.