HCMG
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Howard Capital Management Group’s Visa V Stock Holding History

Howard Capital Management Group’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 		$36.1M Sell
105,137
-494
-0.5% -$159K 2.21% 17
2026
Q1 		$31.9M Buy
105,631
+2,098
+2% +$675K 2.12% 19
2025
Q4 		$36.3M Sell
103,533
-2,093
-2% -$713K 2.29% 14
2025
Q3 		$36.1M Buy
105,626
+885
+0.8% +$306K 2.28% 14
2025
Q2 		$37.2M Sell
104,741
-670
-0.6% -$234K 2.58% 13
2025
Q1 		$36.9M Sell
105,411
-1,384
-1% -$468K 2.88% 10
2024
Q4 		$33.8M Buy
106,795
+440
+0.4% +$132K 2.31% 14
2024
Q3 		$29.2M Buy
106,355
+610
+0.6% +$165K 2.05% 21
2024
Q2 		$27.8M Buy
105,745
+327
+0.3% +$89.6K 2.05% 21
2024
Q1 		$29.4M Buy
105,418
+1,020
+1% +$282K 2.27% 18
2023
Q4 		$27.2M Sell
104,398
-55
-0.1% -$13.6K 2.36% 18
2023
Q3 		$24M Buy
104,453
+554
+0.5% +$133K 2.32% 17
2023
Q2 		$24.7M Sell
103,899
-983
-0.9% -$225K 2.3% 17
2023
Q1 		$23.6M Sell
104,882
-351
-0.3% -$78.1K 2.5% 16
2022
Q4 		$21.9M Sell
105,233
-946
-0.9% -$191K 2.62% 19
2022
Q3 		$18.9M Sell
106,179
-385
-0.4% -$78.3K 2.38% 18
2022
Q2 		$21M Sell
106,564
-940
-0.9% -$194K 2.46% 18
2022
Q1 		$23.8M Buy
107,504
+275
+0.3% +$59.5K 2.17% 21
2021
Q4 		$23.2M Buy
107,229
+3,052
+3% +$655K 1.92% 23
2021
Q3 		$23.2M Buy
104,177
+3,057
+3% +$717K 2.15% 21
2021
Q2 		$23.6M Buy
101,120
+3,989
+4% +$912K 2.23% 21
2021
Q1 		$20.6M Buy
+97,131
New +$20.4M 2.15% 23

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Howard Capital Management Group's V Position: Q2 2026 in Review

Howard Capital Management Group reduced its Visa (V) stake by 0.47% in Q2 2026, selling an estimated $159K and leaving 105,137 shares worth $36.1M. The position accounts for 2.21% of the portfolio, ranked #17.

Howard Capital Management Group first reported a position in V in Q1 2021 and has held it in 22 quarters since. The position peaked at $37.2M in Q2 2025. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Howard Capital Management Group held 105,137 shares of Visa worth $36.1M as of Q2 2026.
  • Howard Capital Management Group sold 494 Visa shares in Q2 2026, an estimated $159K.
  • Visa made up 2.21% of Howard Capital Management Group's portfolio in Q2 2026, its #17 holding.
  • Howard Capital Management Group first reported a position in Visa in Q1 2021 and has held it in 22 quarters since.
  • Howard Capital Management Group's Visa position peaked at $37.2M in Q2 2025.
  • 825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Howard Capital Management Group's 13F filing for Q2 2026, filed 16 Jul 2026.