HWM
V icon

HB Wealth Management’s Visa V Stock Holding History

HB Wealth Management’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 		$67.6M Buy
197,131
+2,801
+1% +$899K 0.38% 38
2026
Q1 		$58.7M Sell
194,330
-724
-0.4% -$233K 0.38% 38
2025
Q4 		$68.4M Buy
195,054
+556
+0.3% +$189K 0.44% 34
2025
Q3 		$66.4M Buy
194,498
+12,840
+7% +$4.44M 0.45% 34
2025
Q2 		$64.5M Sell
181,658
-11,289
-6% -$3.93M 0.51% 29
2025
Q1 		$67.6M Buy
192,947
+97,144
+101% +$32.9M 0.57% 26
2024
Q4 		$30.3M Buy
95,803
+2,589
+3% +$779K 0.31% 40
2024
Q3 		$25.6M Buy
93,214
+2,060
+2% +$557K 0.27% 41
2024
Q2 		$23.9M Buy
91,154
+9,756
+12% +$2.67M 0.28% 42
2024
Q1 		$22.7M Buy
81,398
+5,272
+7% +$1.46M 0.29% 38
2023
Q4 		$19.8M Buy
76,126
+162
+0.2% +$39.9K 0.28% 39
2023
Q3 		$17.5M Buy
75,964
+5,114
+7% +$1.23M 0.28% 41
2023
Q2 		$16.8M Buy
70,850
+3,806
+6% +$871K 0.27% 41
2023
Q1 		$15.1M Buy
67,044
+2,772
+4% +$617K 0.26% 40
2022
Q4 		$13.4M Buy
64,272
+8,395
+15% +$1.69M 0.24% 49
2022
Q3 		$9.93M Buy
55,877
+6,640
+13% +$1.35M 0.21% 54
2022
Q2 		$9.69M Buy
49,237
+2,856
+6% +$590K 0.2% 52
2022
Q1 		$10.3M Buy
46,381
+12,362
+36% +$2.67M 0.19% 52
2021
Q4 		$7.37M Buy
+34,019
New +$7.3M 0.15% 57

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HB Wealth Management's V Position: Q2 2026 in Review

HB Wealth Management increased its Visa (V) stake by 1.4% in Q2 2026, buying an estimated $899K and bringing the position to 197,131 shares worth $67.6M. The position accounts for 0.38% of the portfolio, ranked #38.

HB Wealth Management first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $68.4M in Q4 2025. 2,076 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • HB Wealth Management held 197,131 shares of Visa worth $67.6M as of Q2 2026.
  • HB Wealth Management bought 2,801 Visa shares in Q2 2026, an estimated $899K.
  • Visa made up 0.38% of HB Wealth Management's portfolio in Q2 2026, its #38 holding.
  • HB Wealth Management first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Visa position peaked at $68.4M in Q4 2025.
  • 2,076 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.