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Harper Investing’s Visa V Stock Holding History

Harper Investing’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 		$2.92M Buy
8,499
+931
+12% +$299K 0.98% 32
2026
Q1 		$2.29M Buy
7,568
+849
+13% +$273K 1% 32
2025
Q4 		$2.36M Buy
6,719
+788
+13% +$268K 1.01% 30
2025
Q3 		$2.02M Buy
5,931
+986
+20% +$341K 0.96% 34
2025
Q2 		$1.76M Sell
4,945
-151
-3% -$52.6K 0.98% 29
2025
Q1 		$1.79M Buy
5,096
+635
+14% +$215K 1.18% 21
2024
Q4 		$1.41M Sell
4,461
-591
-12% -$178K 1.04% 24
2024
Q3 		$1.39M Buy
5,052
+1,642
+48% +$444K 0.91% 27
2024
Q2 		$895K Buy
3,410
+2,008
+143% +$550K 0.88% 31
2024
Q1 		$391K Buy
+1,402
New +$387K 0.46% 28
2023
Q1 		– Sell
-2,295
Closed -$477K – 37
2022
Q4 		$477K Sell
2,295
-4,109
-64% -$829K 0.59% 24
2022
Q3 		$1.14M Buy
6,404
+985
+18% +$200K 1.17% 20
2022
Q2 		$1.07M Buy
5,419
+522
+11% +$108K 1.08% 20
2022
Q1 		$1.09M Buy
+4,897
New +$1.06M 1.01% 21

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Harper Investing's V Position: Q2 2026 in Review

Harper Investing increased its Visa (V) stake by 12% in Q2 2026, buying an estimated $299K and bringing the position to 8,499 shares worth $2.92M. The position accounts for 0.98% of the portfolio, ranked #32.

Harper Investing first reported a position in V in Q1 2022 and has held it in 14 quarters since. 1,753 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Harper Investing held 8,499 shares of Visa worth $2.92M as of Q2 2026.
  • Harper Investing bought 931 Visa shares in Q2 2026, an estimated $299K.
  • Visa made up 0.98% of Harper Investing's portfolio in Q2 2026, its #32 holding.
  • Harper Investing first reported a position in Visa in Q1 2022 and has held it in 14 quarters since.
  • 1,753 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Harper Investing's 13F filing for Q2 2026, filed 22 Jul 2026.