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Investment Research & Advisory Group’s Visa V Stock Holding History

Investment Research & Advisory 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 		$6.83M Sell
19,810
-64
-0.3% -$20.5K 2.11% 11
2026
Q1 		$6.01M Buy
19,874
+104
+0.5% +$33.4K 2.1% 11
2025
Q4 		$6.95M Buy
19,770
+211
+1% +$71.9K 2.3% 10
2025
Q3 		$6.69M Buy
19,559
+350
+2% +$121K 2.27% 10
2025
Q2 		$6.82M Sell
19,209
-455
-2% -$159K 2.54% 10
2025
Q1 		$6.89M Sell
19,664
-24
-0.1% -$8.12K 2.88% 7
2024
Q4 		$6.22M Buy
19,688
+44
+0.2% +$13.2K 2.58% 8
2024
Q3 		$5.4M Buy
19,644
+51
+0.3% +$13.8K 2.28% 10
2024
Q2 		$5.14M Buy
19,593
+134
+0.7% +$36.7K 2.28% 11
2024
Q1 		$5.43M Buy
19,459
+324
+2% +$89.5K 2.5% 8
2023
Q4 		$4.98M Hold
19,135
– – 2.54% 7
2023
Q3 		$4.4M Buy
19,135
+2
+0% +$481 2.5% 7
2023
Q2 		$4.54M Buy
19,133
+30
+0.2% +$6.87K 2.63% 8
2023
Q1 		$4.31M Sell
19,103
-27
-0.1% -$6.01K 2.76% 6
2022
Q4 		$3.97M Sell
19,130
-41
-0.2% -$8.27K 2.61% 7
2022
Q3 		$3.41M Buy
19,171
+278
+1% +$56.6K 2.55% 8
2022
Q2 		$3.72M Buy
18,893
+752
+4% +$155K 2.69% 7
2022
Q1 		$4.02M Buy
18,141
+214
+1% +$46.3K 2.52% 8
2021
Q4 		$3.88M Sell
17,927
-91
-0.5% -$19.5K 2.36% 10
2021
Q3 		$4.03M Buy
18,018
+24
+0.1% +$5.63K 2.65% 8
2021
Q2 		$4.21M Sell
17,994
-41
-0.2% -$9.37K 2.77% 8
2021
Q1 		$3.82M Sell
18,035
-765
-4% -$161K 2.81% 8
2020
Q4 		$4.11M Buy
18,800
+55
+0.3% +$11.3K 3.05% 7
2020
Q3 		$3.75M Sell
18,745
-342
-2% -$68.3K 3.11% 7
2020
Q2 		$3.65M Sell
19,087
-105
-0.5% -$19.2K 3.28% 7
2020
Q1 		$3.09M Sell
19,192
-552
-3% -$104K 2.87% 10
2019
Q4 		$3.71M Buy
+19,744
New +$3.56M 3.43% 5

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Investment Research & Advisory Group's V Position: Q2 2026 in Review

Investment Research & Advisory Group reduced its Visa (V) stake by 0.32% in Q2 2026, selling an estimated $20.5K and leaving 19,810 shares worth $6.83M. The position accounts for 2.11% of the portfolio, ranked #11.

Investment Research & Advisory Group first reported a position in V in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.95M in Q4 2025. 1,831 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Investment Research & Advisory Group held 19,810 shares of Visa worth $6.83M as of Q2 2026.
  • Investment Research & Advisory Group sold 64 Visa shares in Q2 2026, an estimated $20.5K.
  • Visa made up 2.11% of Investment Research & Advisory Group's portfolio in Q2 2026, its #11 holding.
  • Investment Research & Advisory Group first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • Investment Research & Advisory Group's Visa position peaked at $6.95M in Q4 2025.
  • 1,831 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.