HCA
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Heck Capital Advisors’s Visa V Stock Holding History

Heck Capital Advisors’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 		$652K Buy
1,901
+12
+0.6% +$3.85K 0.04% 136
2026
Q1 		$571K Hold
1,889
– – 0.04% 136
2025
Q4 		$662K Sell
1,889
-34
-2% -$11.6K 0.05% 130
2025
Q3 		$656K Buy
1,923
+77
+4% +$26.6K 0.05% 129
2025
Q2 		$655K Buy
1,846
+125
+7% +$43.6K 0.06% 117
2025
Q1 		$603K Buy
1,721
+1
+0.1% +$338 0.07% 103
2024
Q4 		$544K Sell
1,720
-5
-0.3% -$1.5K 0.06% 109
2024
Q3 		$474K Sell
1,725
-50
-3% -$13.5K 0.05% 109
2024
Q2 		$466K Sell
1,775
-3
-0.2% -$822 0.06% 108
2024
Q1 		$496K Buy
1,778
+20
+1% +$5.52K 0.08% 96
2023
Q4 		$458K Sell
1,758
-159
-8% -$39.2K 0.07% 99
2023
Q3 		$441K Sell
1,917
-22
-1% -$5.29K 0.08% 96
2023
Q2 		$460K Sell
1,939
-48
-2% -$11K 0.08% 90
2023
Q1 		$448K Buy
1,987
+71
+4% +$15.8K 0.09% 82
2022
Q4 		$398K Buy
1,916
+26
+1% +$5.24K 0.08% 95
2022
Q3 		$336K Buy
1,890
+29
+2% +$5.9K 0.07% 95
2022
Q2 		$366K Sell
1,861
-227
-11% -$46.9K 0.07% 91
2022
Q1 		$463K Sell
2,088
-19
-0.9% -$4.11K 0.08% 86
2021
Q4 		$457K Buy
2,107
+891
+73% +$191K 0.08% 87
2021
Q3 		$271K Sell
1,216
-21
-2% -$4.92K 0.05% 105
2021
Q2 		$289K Buy
1,237
+15
+1% +$3.43K 0.06% 102
2021
Q1 		$259K Buy
+1,222
New +$257K 0.06% 100

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

Heck Capital Advisors's V Position: Q2 2026 in Review

Heck Capital Advisors increased its Visa (V) stake by 0.64% in Q2 2026, buying an estimated $3.85K and bringing the position to 1,901 shares worth $652K. The position accounts for 0.04% of the portfolio, ranked #136.

Heck Capital Advisors first reported a position in V in Q1 2021 and has held it in 22 quarters since. The position peaked at $662K in Q4 2025. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Heck Capital Advisors held 1,901 shares of Visa worth $652K as of Q2 2026.
  • Heck Capital Advisors bought 12 Visa shares in Q2 2026, an estimated $3.85K.
  • Visa made up 0.04% of Heck Capital Advisors's portfolio in Q2 2026, its #136 holding.
  • Heck Capital Advisors first reported a position in Visa in Q1 2021 and has held it in 22 quarters since.
  • Heck Capital Advisors's Visa position peaked at $662K in Q4 2025.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.