HC
V icon

Hoese & Co’s Visa V Stock Holding History

Hoese & Co’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 		$77.2K Hold
225
– – 0.05% 92
2026
Q1 		$68K Hold
225
– – 0.05% 77
2025
Q4 		$78.9K Buy
225
+50
+29% +$17K 0.06% 71
2025
Q3 		$59.7K Buy
175
+75
+75% +$26K 0.05% 74
2025
Q2 		$35.5K Buy
+100
New +$34.9K 0.03% 111
2024
Q2 		– Sell
-2,793
Closed -$789K – 158
2024
Q1 		$789K Sell
2,793
-85
-3% -$23.5K 0.72% 18
2023
Q4 		$739K Sell
2,878
-40
-1% -$9.86K 0.72% 18
2023
Q3 		$671K Hold
2,918
– – 0.69% 18
2023
Q2 		$693K Sell
2,918
-79
-3% -$18.1K 0.65% 21
2023
Q1 		$659K Sell
2,997
-7
-0.2% -$1.56K 0.75% 20
2022
Q4 		$652K Sell
3,004
-10
-0.3% -$2.02K 0.69% 22
2022
Q3 		$535K Sell
3,014
-620
-17% -$126K 0.63% 22
2022
Q2 		$715K Sell
3,634
-327
-8% -$67.6K 0.8% 22
2022
Q1 		$878K Sell
3,961
-5
-0.1% -$1.08K 0.91% 19
2021
Q4 		$859K Buy
3,966
+34
+0.9% +$7.3K 0.85% 22
2021
Q3 		$876K Sell
3,932
-185
-4% -$43.4K 0.95% 21
2021
Q2 		$963K Buy
4,117
+280
+7% +$64K 1.08% 19
2021
Q1 		$812K Buy
+3,837
New +$808K 1% 22

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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Hoese & Co's V Position: Q2 2026 in Review

Hoese & Co held its Visa (V) position steady in Q2 2026 at 225 shares worth $77.2K. The position accounts for 0.05% of the portfolio, ranked #92.

Hoese & Co first reported a position in V in Q1 2021 and has held it in 18 quarters since. The position peaked at $963K in Q2 2021. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Hoese & Co held 225 shares of Visa worth $77.2K as of Q2 2026.
  • Hoese & Co left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.05% of Hoese & Co's portfolio in Q2 2026, its #92 holding.
  • Hoese & Co first reported a position in Visa in Q1 2021 and has held it in 18 quarters since.
  • Hoese & Co's Visa position peaked at $963K in Q2 2021.
  • 1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.