IP
V icon

Isthmus Partners’s Visa V Stock Holding History

Isthmus Partners’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 		$20.9M Sell
60,795
-416
-0.7% -$134K 2.02% 6
2026
Q1 		$18.5M Buy
61,211
+16,003
+35% +$5.15M 1.94% 5
2025
Q4 		$15.9M Buy
45,208
+43,543
+2,615% +$14.8M 1.76% 13
2025
Q3 		$568K Buy
+1,665
New +$576K 0.13% 72
2021
Q3 		– Sell
-84
Closed -$20K – 251
2021
Q2 		$20K Buy
+84
New +$19.2K ﹤0.01% 225

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

Isthmus Partners's V Position: Q2 2026 in Review

Isthmus Partners reduced its Visa (V) stake by 0.68% in Q2 2026, selling an estimated $134K and leaving 60,795 shares worth $20.9M. The position accounts for 2.02% of the portfolio, ranked #6.

Isthmus Partners first reported a position in V in Q2 2021 and has held it in 5 quarters since. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Isthmus Partners held 60,795 shares of Visa worth $20.9M as of Q2 2026.
  • Isthmus Partners sold 416 Visa shares in Q2 2026, an estimated $134K.
  • Visa made up 2.02% of Isthmus Partners's portfolio in Q2 2026, its #6 holding.
  • Isthmus Partners first reported a position in Visa in Q2 2021 and has held it in 5 quarters since.
  • 1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.