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Hobart Private Capital’s Visa V Stock Holding History

Hobart Private Capital’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 		$1.15M Buy
3,353
+179
+6% +$57.5K 0.2% 72
2026
Q1 		$959K Sell
3,174
-2,063
-39% -$663K 0.19% 68
2025
Q4 		$1.84M Buy
5,237
+1,559
+42% +$531K 0.36% 53
2025
Q3 		$1.26M Sell
3,678
-537
-13% -$186K 0.26% 57
2025
Q2 		$1.5M Buy
4,215
+3,062
+266% +$1.07M 0.34% 50
2025
Q1 		$404K Buy
1,153
+27
+2% +$9.14K 0.1% 70
2024
Q4 		$356K Buy
1,126
+355
+46% +$107K 0.09% 72
2024
Q3 		$212K Buy
+771
New +$208K 0.05% 82
2021
Q4 		– Sell
-3,887
Closed -$866K – 89
2021
Q3 		$866K Buy
3,887
+1,454
+60% +$341K 0.34% 30
2021
Q2 		$569K Sell
2,433
-31
-1% -$7.09K 0.23% 74
2021
Q1 		$522K Sell
2,464
-33
-1% -$6.95K 0.21% 84
2020
Q4 		$546K Buy
2,497
+205
+9% +$42K 0.24% 81
2020
Q3 		$458K Buy
2,292
+99
+5% +$19.8K 0.24% 90
2020
Q2 		$424K Sell
2,193
-589
-21% -$108K 0.24% 105
2020
Q1 		$448K Buy
2,782
+348
+14% +$65.6K 0.31% 80
2019
Q4 		$457K Buy
2,434
+243
+11% +$43.8K 0.28% 101
2019
Q3 		$377K Buy
2,191
+23
+1% +$4.1K 0.26% 98
2019
Q2 		$376K Buy
2,168
+183
+9% +$30K 0.26% 86
2019
Q1 		$310K Buy
1,985
+96
+5% +$13.8K 0.24% 113
2018
Q4 		$249K Buy
1,889
+230
+14% +$31.8K 0.21% 109
2018
Q3 		$249K Buy
+1,659
New +$236K 0.19% 119

Other funds holding V

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Hobart Private Capital's V Position: Q2 2026 in Review

Hobart Private Capital increased its Visa (V) stake by 5.6% in Q2 2026, buying an estimated $57.5K and bringing the position to 3,353 shares worth $1.15M. The position accounts for 0.2% of the portfolio, ranked #72.

Hobart Private Capital first reported a position in V in Q3 2018 and has held it in 21 quarters since. The position peaked at $1.84M in Q4 2025. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Hobart Private Capital held 3,353 shares of Visa worth $1.15M as of Q2 2026.
  • Hobart Private Capital bought 179 Visa shares in Q2 2026, an estimated $57.5K.
  • Visa made up 0.2% of Hobart Private Capital's portfolio in Q2 2026, its #72 holding.
  • Hobart Private Capital first reported a position in Visa in Q3 2018 and has held it in 21 quarters since.
  • Hobart Private Capital's Visa position peaked at $1.84M in Q4 2025.
  • 2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.