HIC
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Harvey Investment Company’s Visa V Stock Holding History

Harvey Investment Company’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 		$2.5M Buy
7,299
+150
+2% +$48.2K 0.27% 50
2026
Q1 		$2.16M Hold
7,149
– – 0.24% 51
2025
Q4 		$2.51M Hold
7,149
– – 0.27% 48
2025
Q3 		$2.44M Sell
7,149
-170
-2% -$58.8K 0.26% 47
2025
Q2 		$2.6M Hold
7,319
– – 0.29% 46
2025
Q1 		$2.56M Hold
7,319
– – 0.28% 47
2024
Q4 		$2.31M Sell
7,319
-50
-0.7% -$15K 0.27% 49
2024
Q3 		$2.03M Hold
7,369
– – 0.23% 51
2024
Q2 		$1.93M Sell
7,369
-300
-4% -$82.2K 0.23% 51
2024
Q1 		$2.14M Hold
7,669
– – 0.24% 51
2023
Q4 		$2M Hold
7,669
– – 0.24% 51
2023
Q3 		$1.76M Hold
7,669
– – 0.23% 52
2023
Q2 		$1.82M Buy
7,669
+53
+0.7% +$12.1K 0.24% 51
2023
Q1 		$1.72M Hold
7,616
– – 0.21% 53
2022
Q4 		$1.58M Hold
7,616
– – 0.2% 56
2022
Q3 		$1.35M Sell
7,616
-250
-3% -$50.9K 0.2% 56
2022
Q2 		$1.55M Hold
7,866
– – 0.22% 55
2022
Q1 		$1.74M Hold
7,866
– – 0.21% 52
2021
Q4 		$1.71M Hold
7,866
– – 0.2% 55
2021
Q3 		$1.75M Buy
7,866
+5,000
+174% +$1.17M 0.23% 54
2021
Q2 		$670K Sell
2,866
-75
-3% -$17.1K 0.09% 69
2021
Q1 		$623K Hold
2,941
– – 0.09% 68
2020
Q4 		$643K Hold
2,941
– – 0.09% 67
2020
Q3 		$588K Hold
2,941
– – 0.09% 67
2020
Q2 		$568K Hold
2,941
– – 0.1% 68
2020
Q1 		$474K Hold
2,941
– – 0.09% 70
2019
Q4 		$553K Hold
2,941
– – 0.09% 67
2019
Q3 		$506K Hold
2,941
– – 0.08% 67
2019
Q2 		$510K Sell
2,941
-150
-5% -$24.6K 0.09% 65
2019
Q1 		$483K Hold
3,091
– – 0.08% 65
2018
Q4 		$408K Hold
3,091
– – 0.08% 67
2018
Q3 		$464K Hold
3,091
– – 0.08% 66
2018
Q2 		$409K Hold
3,091
– – 0.08% 67
2018
Q1 		$370K Buy
3,091
+425
+16% +$51.5K 0.07% 69
2017
Q4 		$304K Hold
2,666
– – 0.06% 73
2017
Q3 		$281K Hold
2,666
– – 0.06% 73
2017
Q2 		$250K Hold
2,666
– – 0.05% 75
2017
Q1 		$237K Hold
2,666
– – 0.05% 76
2016
Q4 		$208K Hold
2,666
– – 0.04% 79
2016
Q3 		$220K Buy
+2,666
New +$213K 0.05% 78

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
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Harvey Investment Company's V Position: Q2 2026 in Review

Harvey Investment Company increased its Visa (V) stake by 2.1% in Q2 2026, buying an estimated $48.2K and bringing the position to 7,299 shares worth $2.5M. The position accounts for 0.27% of the portfolio, ranked #50.

Harvey Investment Company first reported a position in V in Q3 2016 and has held it in 40 quarters since. The position peaked at $2.6M in Q2 2025. 1,647 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Harvey Investment Company held 7,299 shares of Visa worth $2.5M as of Q2 2026.
  • Harvey Investment Company bought 150 Visa shares in Q2 2026, an estimated $48.2K.
  • Visa made up 0.27% of Harvey Investment Company's portfolio in Q2 2026, its #50 holding.
  • Harvey Investment Company first reported a position in Visa in Q3 2016 and has held it in 40 quarters since.
  • Harvey Investment Company's Visa position peaked at $2.6M in Q2 2025.
  • 1,647 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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