Kennedy Investment Group’s Visa V Stock Holding History

Kennedy Investment 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	$1.56M	Sell	4,552 -33	-0.7%	-$10.6K	0.53%	45
2026 Q1	$1.39M	Buy	4,585 +7	+0.2%	+$2.25K	0.54%	46
2025 Q4	$1.61M	Buy	4,578 +40	+0.9%	+$13.6K	0.61%	38
2025 Q3	$1.55M	Sell	4,538 -36	-0.8%	-$12.5K	0.62%	41
2025 Q2	$1.62M	Sell	4,574 -11	-0.2%	-$3.83K	0.69%	35
2025 Q1	$1.61M	Sell	4,585 -367	-7%	-$124K	0.75%	32
2024 Q4	$1.57M	Sell	4,952 -194	-4%	-$58.3K	0.71%	34
2024 Q3	$1.41M	Buy	5,146 +57	+1%	+$15.4K	0.65%	40
2024 Q2	$1.34M	Buy	5,089 +28	+0.6%	+$7.67K	0.68%	35
2024 Q1	$1.41M	Buy	5,061 +1	+0%	+$276	0.75%	37
2023 Q4	$1.32M	Sell	5,060 -160	-3%	-$39.4K	0.74%	34
2023 Q3	$1.2M	Buy	5,220 +124	+2%	+$29.8K	0.72%	38
2023 Q2	$1.21M	Sell	5,096 -117	-2%	-$26.8K	0.71%	39
2023 Q1	$1.18M	Sell	5,213 -81	-2%	-$18K	0.72%	40
2022 Q4	$1.1M	Buy	+5,294	New	+$1.07M	0.7%	45

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

Kennedy Investment Group's V Position: Q2 2026 in Review

Kennedy Investment Group reduced its Visa (V) stake by 0.72% in Q2 2026, selling an estimated $10.6K and leaving 4,552 shares worth $1.56M. The position accounts for 0.53% of the portfolio, ranked #45.

Kennedy Investment Group first reported a position in V in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.62M in Q2 2025. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

Kennedy Investment Group held 4,552 shares of Visa worth $1.56M as of Q2 2026.
Kennedy Investment Group sold 33 Visa shares in Q2 2026, an estimated $10.6K.
Visa made up 0.53% of Kennedy Investment Group's portfolio in Q2 2026, its #45 holding.
Kennedy Investment Group first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
Kennedy Investment Group's Visa position peaked at $1.62M in Q2 2025.
2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.