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J.P. Marvel Investment Advisors’s Visa V Stock Holding History

J.P. Marvel Investment Advisors’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 		$21.4M Sell
62,485
-75
-0.1% -$24.1K 2.46% 11
2026
Q1 		$18.9M Sell
62,560
-241
-0.4% -$77.5K 2.68% 10
2025
Q4 		$22M Sell
62,801
-180
-0.3% -$61.3K 3.06% 11
2025
Q3 		$21.5M Buy
62,981
+9
+0% +$3.12K 3.13% 11
2025
Q2 		$22.4M Sell
62,972
-24
-0% -$8.37K 3.6% 8
2025
Q1 		$22.1M Sell
62,996
-52
-0.1% -$17.6K 3.82% 8
2024
Q4 		$19.9M Sell
63,048
-200
-0.3% -$60.1K 3.29% 9
2024
Q3 		$17.4M Sell
63,248
-235
-0.4% -$63.5K 2.84% 10
2024
Q2 		$16.7M Hold
63,483
– – 2.73% 11
2024
Q1 		$17.7M Buy
63,483
+85
+0.1% +$23.5K 3.06% 10
2023
Q4 		$16.5M Sell
63,398
-200
-0.3% -$49.3K 3.27% 10
2023
Q3 		$14.6M Sell
63,598
-71
-0.1% -$17.1K 3.15% 9
2023
Q2 		$15.1M Sell
63,669
-253
-0.4% -$57.9K 3.16% 10
2023
Q1 		$14.4M Sell
63,922
-5
-0% -$1.11K 3.25% 8
2022
Q4 		$13.3M Hold
63,927
– – 3.12% 8
2022
Q3 		$11.4M Hold
63,927
– – 2.89% 11
2022
Q2 		$12.6M Hold
63,927
– – 3.03% 11
2022
Q1 		$14.2M Hold
63,927
– – 2.89% 9
2021
Q4 		$13.9M Sell
63,927
-115
-0.2% -$24.7K 2.71% 10
2021
Q3 		$14.3M Buy
64,042
+140
+0.2% +$32.8K 4.3% 7
2021
Q2 		$14.9M Hold
63,902
– – 3.18% 9
2021
Q1 		$13.5M Buy
63,902
+100
+0.2% +$21K 3.2% 7
2020
Q4 		$14M Buy
63,802
+200
+0.3% +$40.9K 3.61% 7
2020
Q3 		$12.7M Buy
63,602
+10
+0% +$2K 3.66% 5
2020
Q2 		$12.3M Buy
63,592
+30
+0% +$5.48K 3.88% 5
2020
Q1 		$10.2M Sell
63,562
-122
-0.2% -$23K 3.88% 6
2019
Q4 		$12M Buy
63,684
+28
+0% +$5.04K 3.46% 6
2019
Q3 		$10.9M Buy
+63,656
New +$11.3M 3.51% 7
2019
Q1 		$9.8M Buy
62,771
+2,875
+5% +$414K 3.18% 9
2018
Q4 		$7.9M Buy
+59,896
New +$8.27M 2.85% 11
2018
Q2 		$7.97M Buy
+60,196
New +$7.75M 2.44% 13

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

J.P. Marvel Investment Advisors's V Position: Q2 2026 in Review

J.P. Marvel Investment Advisors reduced its Visa (V) stake by 0.12% in Q2 2026, selling an estimated $24.1K and leaving 62,485 shares worth $21.4M. The position accounts for 2.46% of the portfolio, ranked #11.

J.P. Marvel Investment Advisors first reported a position in V in Q2 2018 and has held it in 31 quarters since. The position peaked at $22.4M in Q2 2025. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • J.P. Marvel Investment Advisors held 62,485 shares of Visa worth $21.4M as of Q2 2026.
  • J.P. Marvel Investment Advisors sold 75 Visa shares in Q2 2026, an estimated $24.1K.
  • Visa made up 2.46% of J.P. Marvel Investment Advisors's portfolio in Q2 2026, its #11 holding.
  • J.P. Marvel Investment Advisors first reported a position in Visa in Q2 2018 and has held it in 31 quarters since.
  • J.P. Marvel Investment Advisors's Visa position peaked at $22.4M in Q2 2025.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on J.P. Marvel Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.