IIM
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Invariant Investment Management’s Visa V Stock Holding History

Invariant Investment Management’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 		$1.31M Buy
3,669
+71
+2% +$22.8K 0.77% 17
2026
Q1 		$1.11M Buy
3,598
+827
+30% +$266K 0.68% 18
2025
Q4 		$969K Buy
+2,771
New +$944K 0.62% 20

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Invariant Investment Management's V Position: Q2 2026 in Review

Invariant Investment Management increased its Visa (V) stake by 2% in Q2 2026, buying an estimated $22.8K and bringing the position to 3,669 shares worth $1.31M. The position accounts for 0.77% of the portfolio, ranked #17.

Invariant Investment Management first reported a position in V in Q4 2025 and has held it in 3 quarters since. 3,257 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Invariant Investment Management held 3,669 shares of Visa worth $1.31M as of Q2 2026.
  • Invariant Investment Management bought 71 Visa shares in Q2 2026, an estimated $22.8K.
  • Visa made up 0.77% of Invariant Investment Management's portfolio in Q2 2026, its #17 holding.
  • Invariant Investment Management first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • 3,257 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Invariant Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.