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Intelligent Financial Strategies’s Visa V Stock Holding History

Intelligent Financial Strategies’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 		$1.52M Sell
4,419
-138
-3% -$44.3K 0.73% 18
2026
Q1 		$1.38M Hold
4,557
– – 0.72% 20
2025
Q4 		$1.6M Sell
4,557
-121
-3% -$41.2K 0.77% 20
2025
Q3 		$1.6M Sell
4,678
-1,285
-22% -$445K 0.78% 19
2025
Q2 		$2.12M Hold
5,963
– – 1.12% 16
2025
Q1 		$2.09M Sell
5,963
-77
-1% -$26.1K 1.09% 13
2024
Q4 		$1.91M Sell
6,040
-415
-6% -$125K 1.06% 16
2024
Q3 		$1.77M Sell
6,455
-1
-0% -$270 0.98% 15
2024
Q2 		$1.69M Sell
6,456
-400
-6% -$110K 1.04% 14
2024
Q1 		$1.91M Buy
6,856
+46
+0.7% +$12.7K 1.19% 15
2023
Q4 		$1.77M Sell
6,810
-10
-0.1% -$2.46K 1.24% 17
2023
Q3 		$1.57M Buy
6,820
+1
+0% +$240 1.16% 16
2023
Q2 		$1.62M Buy
6,819
+1
+0% +$229 1.18% 16
2023
Q1 		$1.54M Sell
6,818
-30
-0.4% -$6.68K 1.21% 14
2022
Q4 		$1.42M Buy
6,848
+542
+9% +$109K 1.2% 16
2022
Q3 		$1.12M Buy
6,306
+2
+0% +$407 1.17% 21
2022
Q2 		$1.24M Sell
6,304
-1,533
-20% -$317K 1.26% 18
2022
Q1 		$1.74M Sell
7,837
-708
-8% -$153K 1.69% 14
2021
Q4 		$1.85M Buy
+8,545
New +$1.83M 1.67% 15

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

Intelligent Financial Strategies's V Position: Q2 2026 in Review

Intelligent Financial Strategies reduced its Visa (V) stake by 3% in Q2 2026, selling an estimated $44.3K and leaving 4,419 shares worth $1.52M. The position accounts for 0.73% of the portfolio, ranked #18.

Intelligent Financial Strategies first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.12M in Q2 2025. 2,316 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Intelligent Financial Strategies held 4,419 shares of Visa worth $1.52M as of Q2 2026.
  • Intelligent Financial Strategies sold 138 Visa shares in Q2 2026, an estimated $44.3K.
  • Visa made up 0.73% of Intelligent Financial Strategies's portfolio in Q2 2026, its #18 holding.
  • Intelligent Financial Strategies first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • Intelligent Financial Strategies's Visa position peaked at $2.12M in Q2 2025.
  • 2,316 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Intelligent Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.