IPW
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Invictus Private Wealth’s Visa V Stock Holding History

Invictus Private Wealth’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 		$873K Sell
2,545
-493
-16% -$158K 0.05% 43
2026
Q1 		$918K Buy
+3,038
New +$977K 0.06% 42
2025
Q1 		– Sell
-733
Closed -$232K – 81
2024
Q4 		$232K Sell
733
-5
-0.7% -$1.5K 0.02% 78
2024
Q3 		$203K Sell
738
-47
-6% -$12.7K 0.02% 83
2024
Q2 		$206K Sell
785
-116
-13% -$31.8K 0.02% 84
2024
Q1 		$251K Sell
901
-299
-25% -$82.6K 0.02% 85
2023
Q4 		$312K Sell
1,200
-123
-9% -$30.3K 0.03% 77
2023
Q3 		$304K Sell
1,323
-49
-4% -$11.8K 0.03% 72
2023
Q2 		$326K Sell
1,372
-159
-10% -$36.4K 0.04% 74
2023
Q1 		$345K Sell
1,531
-136
-8% -$30.3K 0.04% 63
2022
Q4 		$346K Buy
+1,667
New +$336K 0.04% 62

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Invictus Private Wealth's V Position: Q2 2026 in Review

Invictus Private Wealth reduced its Visa (V) stake by 16% in Q2 2026, selling an estimated $158K and leaving 2,545 shares worth $873K. The position accounts for 0.05% of the portfolio, ranked #43.

Invictus Private Wealth first reported a position in V in Q4 2022 and has held it in 11 quarters since. The position peaked at $918K in Q1 2026. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Invictus Private Wealth held 2,545 shares of Visa worth $873K as of Q2 2026.
  • Invictus Private Wealth sold 493 Visa shares in Q2 2026, an estimated $158K.
  • Visa made up 0.05% of Invictus Private Wealth's portfolio in Q2 2026, its #43 holding.
  • Invictus Private Wealth first reported a position in Visa in Q4 2022 and has held it in 11 quarters since.
  • Invictus Private Wealth's Visa position peaked at $918K in Q1 2026.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Invictus Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.