Ironwood Financial’s Visa V Stock Holding History

Ironwood Financial’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	$270K	Sell	756 -9	-1%	-$2.89K	0.04%	158
2026 Q1	$231K	Sell	765 -3	-0.4%	-$965	0.04%	161
2025 Q4	$264K	Sell	768 -36	-4%	-$12.3K	0.04%	149
2025 Q3	$274K	Sell	804 -31	-4%	-$10.7K	0.05%	147
2025 Q2	$293K	Hold	835	–	–	0.06%	132
2025 Q1	$293K	Hold	835	–	–	0.06%	132
2024 Q4	$264K	Hold	835	–	–	0.06%	141
2024 Q3	$230K	Buy	+835	New	+$226K	0.05%	143
2021 Q4	–	Sell	-371	Closed	-$83K	–	518
2021 Q3	$83K	Hold	371	–	–	0.02%	152
2021 Q2	$87K	Hold	371	–	–	0.03%	146
2021 Q1	$79K	Hold	371	–	–	0.03%	142
2020 Q4	$81K	Sell	371 -14	-4%	-$2.87K	0.03%	138
2020 Q3	$77K	Buy	385 +20	+5%	+$4K	0.04%	95
2020 Q2	$71K	Buy	365 +30	+9%	+$5.48K	0.04%	89
2020 Q1	$54K	Hold	335	–	–	0.04%	80
2019 Q4	$63K	Hold	335	–	–	0.03%	96
2019 Q3	$58K	Hold	335	–	–	0.03%	100
2019 Q2	$58K	Hold	335	–	–	0.03%	99
2019 Q1	$52K	Hold	335	–	–	0.03%	110
2018 Q4	$44K	Buy	335 +135	+68%	+$18.6K	0.02%	111
2018 Q3	$30K	Buy	+200	New	+$28.4K	0.02%	159
2015 Q1	–	Sell	-20	Closed	-$1K	–	441
2014 Q4	$1K	Buy	+20	New	+$1.2K	﹤0.01%	284

Other funds holding V

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Ironwood Financial's V Position: Q2 2026 in Review

Ironwood Financial reduced its Visa (V) stake by 1.2% in Q2 2026, selling an estimated $2.89K and leaving 756 shares worth $270K. The position accounts for 0.04% of the portfolio, ranked #158.

Ironwood Financial first reported a position in V in Q4 2014 and has held it in 22 quarters since. The position peaked at $293K in Q2 2025. 2,357 funds tracked by Wall St. Rank hold V as of Q2 2026.

Ironwood Financial held 756 shares of Visa worth $270K as of Q2 2026.
Ironwood Financial sold 9 Visa shares in Q2 2026, an estimated $2.89K.
Visa made up 0.04% of Ironwood Financial's portfolio in Q2 2026, its #158 holding.
Ironwood Financial first reported a position in Visa in Q4 2014 and has held it in 22 quarters since.
Ironwood Financial's Visa position peaked at $293K in Q2 2025.
2,357 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.