Harbour Trust & Investment Management’s Visa V Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$884K Sell
2,576
-26
-1% -$8.35K 0.09% 90
2026
Q1
$786K Sell
2,602
-70
-3% -$22.5K 0.08% 96
2025
Q4
$937K Sell
2,672
-30
-1% -$10.2K 0.1% 85
2025
Q3
$922K Buy
2,702
+80
+3% +$27.7K 0.1% 89
2025
Q2
$931K Hold
2,622
0.1% 91
2025
Q1
$919K Sell
2,622
-107
-4% -$36.2K 0.11% 89
2024
Q4
$862K Sell
2,729
-23
-0.8% -$6.92K 0.1% 95
2024
Q3
$757K Sell
2,752
-149
-5% -$40.3K 0.09% 97
2024
Q2
$761K Buy
2,901
+91
+3% +$24.9K 0.09% 98
2024
Q1
$784K Hold
2,810
0.1% 98
2023
Q4
$732K Buy
+2,810
New +$693K 0.1% 97

Other funds holding V

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

Harbour Trust & Investment Management reduced its Visa (V) stake by 1% in Q2 2026, selling an estimated $8.35K and leaving 2,576 shares worth $884K. The position accounts for 0.09% of the portfolio, ranked #90.

Harbour Trust & Investment Management first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $937K in Q4 2025. 2,188 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Harbour Trust & Investment Management held 2,576 shares of Visa worth $884K as of Q2 2026.
  • Harbour Trust & Investment Management sold 26 Visa shares in Q2 2026, an estimated $8.35K.
  • Visa made up 0.09% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #90 holding.
  • Harbour Trust & Investment Management first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • Harbour Trust & Investment Management's Visa position peaked at $937K in Q4 2025.
  • 2,188 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.