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Lakehouse Capital’s Visa V Stock Holding History

Lakehouse Capital’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 		$6.79M Hold
19,791
– – 7.51% 6
2026
Q1 		$8.73M Buy
19,791
+6,673
+51% +$2.15M 5.89% 8
2025
Q4 		$4.6M Hold
13,118
– – 3.32% 11
2025
Q3 		$4.48M Hold
13,118
– – 2.74% 13
2025
Q2 		$4.66M Sell
13,118
-23,171
-64% -$8.08M 2.84% 13
2025
Q1 		$12.7M Hold
36,289
– – 8.45% 5
2024
Q4 		$11.5M Hold
36,289
– – 7.73% 8
2024
Q3 		$9.98M Hold
36,289
– – 7.02% 9
2024
Q2 		$9.53M Hold
36,289
– – 6.67% 7
2024
Q1 		$10.1M Sell
36,289
-9,403
-21% -$2.6M 7.88% 6
2023
Q4 		$11.9M Hold
45,692
– – 9.51% 4
2023
Q3 		$10.5M Hold
45,692
– – 9.48% 5
2023
Q2 		$10.9M Hold
45,692
– – 9.33% 5
2023
Q1 		$10.3M Sell
45,692
-3,704
-7% -$824K 9.11% 5
2022
Q4 		$10.3M Hold
49,396
– – 10.18% 3
2022
Q3 		$8.78M Sell
49,396
-3,880
-7% -$790K 9.61% 6
2022
Q2 		$10.5M Sell
53,276
-22,386
-30% -$4.63M 10.23% 4
2022
Q1 		$16.8M Sell
75,662
-11,752
-13% -$2.54M 10.9% 2
2021
Q4 		$18.9M Buy
87,414
+11,449
+15% +$2.46M 10.65% 2
2021
Q3 		$16.9M Hold
75,965
– – 9.56% 4
2021
Q2 		$17.8M Buy
+75,965
New +$17.4M 10.36% 3
2020
Q4 		$8.1M Buy
+37,027
New +$7.58M 6.09% 9
2020
Q1 		$14.1M Buy
+66,770
New +$12.6M 9.84% 4

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

Lakehouse Capital's V Position: Q2 2026 in Review

Lakehouse Capital held its Visa (V) position steady in Q2 2026 at 19,791 shares worth $6.79M. The position accounts for 7.51% of the portfolio, ranked #6.

Lakehouse Capital first reported a position in V in Q1 2020 and has held it in 23 quarters since. The position peaked at $18.9M in Q4 2021. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Lakehouse Capital held 19,791 shares of Visa worth $6.79M as of Q2 2026.
  • Lakehouse Capital left its Visa share count unchanged in Q2 2026.
  • Visa made up 7.51% of Lakehouse Capital's portfolio in Q2 2026, its #6 holding.
  • Lakehouse Capital first reported a position in Visa in Q1 2020 and has held it in 23 quarters since.
  • Lakehouse Capital's Visa position peaked at $18.9M in Q4 2021.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Lakehouse Capital's 13F filing for Q2 2026, filed 22 Jul 2026.