Harper Investing
V icon

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
Q3 		$3.3M Buy
9,182
+683
+8% +$250K 1.02% 32
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

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Troy Asset Management
Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Harper Investing's V Position: Q3 2026 in Review

Harper Investing increased its Visa (V) stake by 8% in Q3 2026, buying an estimated $250K and bringing the position to 9,182 shares worth $3.3M. The position accounts for 1.02% of the portfolio, ranked #32.

Harper Investing first reported a position in V in Q1 2022 and has held it in 15 quarters since. 2,054 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Harper Investing held 9,182 shares of Visa worth $3.3M as of Q3 2026.
  • Harper Investing bought 683 Visa shares in Q3 2026, an estimated $250K.
  • Visa made up 1.02% of Harper Investing's portfolio in Q3 2026, its #32 holding.
  • Harper Investing first reported a position in Visa in Q1 2022 and has held it in 15 quarters since.
  • 2,054 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Harper Investing's 13F filing for Q3 2026, filed 22 Oct 2026.