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Investment Partners Asset Management’s Visa V Stock Holding History

Investment Partners Asset 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 		$1.13M Sell
3,307
-76
-2% -$24.4K 0.63% 44
2026
Q1 		$1.02M Buy
3,383
+46
+1% +$14.8K 0.63% 44
2025
Q4 		$1.17M Buy
3,337
+2
+0.1% +$681 0.73% 38
2025
Q3 		$1.14M Sell
3,335
-303
-8% -$105K 0.75% 36
2025
Q2 		$1.29M Buy
3,638
+315
+9% +$110K 0.9% 28
2025
Q1 		$1.16M Sell
3,323
-21
-0.6% -$7.11K 0.91% 29
2024
Q4 		$1.06M Buy
3,344
+363
+12% +$109K 0.83% 33
2024
Q3 		$820K Buy
2,981
+215
+8% +$58.1K 0.67% 44
2024
Q2 		$726K Buy
2,766
+35
+1% +$9.59K 0.65% 45
2024
Q1 		$762K Sell
2,731
-91
-3% -$25.1K 0.69% 44
2023
Q4 		$735K Buy
+2,822
New +$696K 0.73% 42

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

Investment Partners Asset Management's V Position: Q2 2026 in Review

Investment Partners Asset Management reduced its Visa (V) stake by 2.2% in Q2 2026, selling an estimated $24.4K and leaving 3,307 shares worth $1.13M. The position accounts for 0.63% of the portfolio, ranked #44.

Investment Partners Asset Management first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.29M in Q2 2025. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Investment Partners Asset Management held 3,307 shares of Visa worth $1.13M as of Q2 2026.
  • Investment Partners Asset Management sold 76 Visa shares in Q2 2026, an estimated $24.4K.
  • Visa made up 0.63% of Investment Partners Asset Management's portfolio in Q2 2026, its #44 holding.
  • Investment Partners Asset Management first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • Investment Partners Asset Management's Visa position peaked at $1.29M in Q2 2025.
  • 1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.