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HBW Advisory Services’s Visa V Stock Holding History

HBW Advisory Services’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 		$3.87M Buy
11,288
+403
+4% +$129K 0.35% 65
2026
Q1 		$3.29M Sell
10,885
-688
-6% -$221K 0.35% 66
2025
Q4 		$4.06M Sell
11,573
-552
-5% -$188K 0.44% 47
2025
Q3 		$4.14M Buy
12,125
+355
+3% +$123K 0.47% 46
2025
Q2 		$4.18M Sell
11,770
-1,873
-14% -$653K 0.52% 37
2025
Q1 		$4.78M Sell
13,643
-1,006
-7% -$340K 0.68% 27
2024
Q4 		$4.63M Sell
14,649
-516
-3% -$155K 0.48% 30
2024
Q3 		$4.17M Sell
15,165
-3,618
-19% -$978K 0.61% 32
2024
Q2 		$4.93M Buy
18,783
+183
+1% +$50.2K 0.82% 22
2024
Q1 		$4.84M Hold
18,600
– – 0.91% 20
2023
Q4 		$4.84M Sell
18,600
-458
-2% -$113K 0.91% 20
2023
Q3 		$4.38M Sell
19,058
-2,958
-13% -$711K 0.92% 20
2023
Q2 		$5.23M Buy
22,016
+589
+3% +$135K 1.13% 14
2023
Q1 		$4.83M Sell
21,427
-788
-4% -$175K 1.2% 16
2022
Q4 		$4.62M Sell
22,215
-46
-0.2% -$9.28K 1.22% 19
2022
Q3 		$3.96M Sell
22,261
-59
-0.3% -$12K 1.1% 23
2022
Q2 		$4.39M Buy
22,320
+11,579
+108% +$2.39M 1.14% 21
2022
Q1 		$2.38M Sell
10,741
-10,165
-49% -$2.2M 0.84% 32
2021
Q4 		$4.53M Buy
20,906
+1,586
+8% +$340K 1.05% 30
2021
Q3 		$4.3M Buy
19,320
+92
+0.5% +$21.6K 1.11% 24
2021
Q2 		$4.5M Buy
19,228
+1,174
+7% +$268K 1.18% 21
2021
Q1 		$3.82M Buy
18,054
+653
+4% +$137K 1.02% 31
2020
Q4 		$3.74M Buy
17,401
+1,566
+10% +$320K 1.14% 28
2020
Q3 		$3.17M Sell
15,835
-563
-3% -$112K 1.3% 25
2020
Q2 		$3.17M Sell
16,398
-954
-5% -$174K 1.47% 14
2020
Q1 		$2.85M Sell
17,352
-43
-0.2% -$8.1K 2.06% 11
2019
Q4 		$3.28M Buy
17,395
+881
+5% +$159K 1.92% 12
2019
Q3 		$2.84M Buy
+16,514
New +$2.94M 2.72% 8

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

HBW Advisory Services's V Position: Q2 2026 in Review

HBW Advisory Services increased its Visa (V) stake by 3.7% in Q2 2026, buying an estimated $129K and bringing the position to 11,288 shares worth $3.87M. The position accounts for 0.35% of the portfolio, ranked #65.

HBW Advisory Services first reported a position in V in Q3 2019 and has held it in 28 quarters since. The position peaked at $5.23M in Q2 2023. 2,205 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • HBW Advisory Services held 11,288 shares of Visa worth $3.87M as of Q2 2026.
  • HBW Advisory Services bought 403 Visa shares in Q2 2026, an estimated $129K.
  • Visa made up 0.35% of HBW Advisory Services's portfolio in Q2 2026, its #65 holding.
  • HBW Advisory Services first reported a position in Visa in Q3 2019 and has held it in 28 quarters since.
  • HBW Advisory Services's Visa position peaked at $5.23M in Q2 2023.
  • 2,205 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.