Hudson Way Capital Management’s Visa V Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$114M Sell
331,381
-1,747
-0.5% -$561K 10.14% 2
2026
Q1
$101M Buy
333,128
+59,697
+22% +$19.2M 9.63% 2
2025
Q4
$95.9M Buy
273,431
+31,912
+13% +$10.9M 7.62% 7
2025
Q3
$82.4M Sell
241,519
-6,239
-3% -$2.16M 6.99% 6
2025
Q2
$88M Buy
247,758
+75,619
+44% +$26.4M 7.95% 6
2025
Q1
$60.3M Buy
172,139
+50,284
+41% +$17M 5.98% 7
2024
Q4
$38.5M Buy
121,855
+40,296
+49% +$12.1M 4.35% 13
2024
Q3
$22.4M Sell
81,559
-11,134
-12% -$3.01M 2.81% 15
2024
Q2
$24.3M Buy
92,693
+18,273
+25% +$5.01M 3.36% 13
2024
Q1
$20.8M Sell
74,420
-29,983
-29% -$8.28M 3.79% 13
2023
Q4
$27.2M Sell
104,403
-54,183
-34% -$13.4M 5.1% 7
2023
Q3
$36.5M Buy
158,586
+8,057
+5% +$1.94M 7.18% 6
2023
Q2
$35.7M Buy
150,529
+24,663
+20% +$5.64M 6.7% 8
2023
Q1
$28.4M Hold
125,866
7.06% 8
2022
Q4
$26.1M Sell
125,866
-26,379
-17% -$5.32M 6.76% 7
2022
Q3
$27M Buy
152,245
+141
+0.1% +$28.7K 7.39% 6
2022
Q2
$29.9M Sell
152,104
-4,076
-3% -$842K 8.12% 6
2022
Q1
$34.6M Buy
156,180
+111,934
+253% +$24.2M 8.17% 4
2021
Q4
$9.59M Sell
44,246
-850
-2% -$182K 2.18% 15
2021
Q3
$10M Sell
45,096
-16,200
-26% -$3.8M 2.45% 16
2021
Q2
$14.3M Hold
61,296
3.62% 12
2021
Q1
$13M Buy
61,296
+30,108
+97% +$6.34M 3.62% 14
2020
Q4
$6.82M Sell
31,188
-2,442
-7% -$500K 1.95% 15
2020
Q3
$6.72M Sell
33,630
-12,628
-27% -$2.52M 2.18% 17
2020
Q2
$8.94M Sell
46,258
-22,471
-33% -$4.11M 3.12% 14
2020
Q1
$11.1M Buy
68,729
+24,979
+57% +$4.71M 5.13% 7
2019
Q4
$8.22M Sell
43,750
-12,100
-22% -$2.18M 3.23% 11
2019
Q3
$9.61M Sell
55,850
-7,050
-11% -$1.26M 4.25% 9
2019
Q2
$10.9M Buy
62,900
+2,000
+3% +$327K 5.31% 7
2019
Q1
$9.51M Buy
+60,900
New +$8.78M 4.93% 8

Other funds holding V

Hudson Way Capital Management's V Position: Q2 2026 in Review

Hudson Way Capital Management reduced its Visa (V) stake by 0.52% in Q2 2026, selling an estimated $561K and leaving 331,381 shares worth $114M. The position accounts for 10.14% of the portfolio, ranked #2.

Hudson Way Capital Management first reported a position in V in Q1 2019 and has held it in 30 quarters since. 4,582 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Hudson Way Capital Management held 331,381 shares of Visa worth $114M as of Q2 2026.
  • Hudson Way Capital Management sold 1,747 Visa shares in Q2 2026, an estimated $561K.
  • Visa made up 10.14% of Hudson Way Capital Management's portfolio in Q2 2026, its #2 holding.
  • Hudson Way Capital Management first reported a position in Visa in Q1 2019 and has held it in 30 quarters since.
  • 4,582 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Hudson Way Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.