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Harrell Investment Partners’s Visa V Stock Holding History

Harrell Investment Partners’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 		$5.98M Sell
17,429
-328
-2% -$105K 1.3% 23
2026
Q1 		$5.37M Sell
17,757
-71
-0.4% -$22.8K 1.28% 24
2025
Q4 		$6.25M Sell
17,828
-43
-0.2% -$14.7K 1.47% 19
2025
Q3 		$6.1M Sell
17,871
-27
-0.2% -$9.35K 1.44% 20
2025
Q2 		$6.35M Buy
17,898
+3,279
+22% +$1.14M 1.61% 14
2025
Q1 		$5.12M Sell
14,619
-1,210
-8% -$409K 1.52% 26
2024
Q4 		$5M Buy
15,829
+175
+1% +$52.6K 1.4% 24
2024
Q3 		$4.3M Sell
15,654
-685
-4% -$185K 1.22% 28
2024
Q2 		$4.29M Buy
16,339
+110
+0.7% +$30.1K 1.25% 30
2024
Q1 		$4.53M Sell
16,229
-338
-2% -$93.3K 1.34% 27
2023
Q4 		$4.31M Buy
16,567
+404
+2% +$99.6K 1.34% 28
2023
Q3 		$3.74M Buy
16,163
+458
+3% +$110K 1.27% 29
2023
Q2 		$3.73M Buy
15,705
+689
+5% +$158K 1.26% 30
2023
Q1 		$3.37M Buy
15,016
+907
+6% +$202K 1.2% 31
2022
Q4 		$2.93M Buy
14,109
+485
+4% +$97.8K 1.15% 32
2022
Q3 		$2.42M Buy
13,624
+1,003
+8% +$204K 1.01% 33
2022
Q2 		$2.48M Buy
12,621
+266
+2% +$55K 1.01% 37
2022
Q1 		$2.74M Buy
12,355
+458
+4% +$99.1K 0.97% 36
2021
Q4 		$2.58M Buy
11,897
+879
+8% +$189K 0.79% 44
2021
Q3 		$2.45M Sell
11,018
-1,303
-11% -$306K 0.79% 46
2021
Q2 		$2.88M Buy
12,321
+324
+3% +$74.1K 0.93% 41
2021
Q1 		$2.54M Sell
11,997
-885
-7% -$186K 0.9% 43
2020
Q4 		$2.82M Sell
12,882
-2,691
-17% -$551K 1.08% 34
2020
Q3 		$3.11M Buy
15,573
+6,038
+63% +$1.21M 1.36% 31
2020
Q2 		$1.84M Buy
9,535
+143
+2% +$26.1K 0.94% 39
2020
Q1 		$1.51M Buy
9,392
+199
+2% +$37.5K 0.82% 45
2019
Q4 		$1.73M Buy
+9,193
New +$1.66M 0.79% 43

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

Harrell Investment Partners's V Position: Q2 2026 in Review

Harrell Investment Partners reduced its Visa (V) stake by 1.8% in Q2 2026, selling an estimated $105K and leaving 17,429 shares worth $5.98M. The position accounts for 1.3% of the portfolio, ranked #23.

Harrell Investment Partners first reported a position in V in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.35M in Q2 2025. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Harrell Investment Partners held 17,429 shares of Visa worth $5.98M as of Q2 2026.
  • Harrell Investment Partners sold 328 Visa shares in Q2 2026, an estimated $105K.
  • Visa made up 1.3% of Harrell Investment Partners's portfolio in Q2 2026, its #23 holding.
  • Harrell Investment Partners first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • Harrell Investment Partners's Visa position peaked at $6.35M in Q2 2025.
  • 1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Harrell Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.