LA
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Latitude Advisors’s Visa V Stock Holding History

Latitude 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 		$780K Sell
2,274
-518
-19% -$166K 0.31% 75
2026
Q1 		$844K Sell
2,792
-211
-7% -$67.8K 0.39% 71
2025
Q4 		$1.05M Buy
3,003
+3
+0.1% +$1.02K 0.46% 55
2025
Q3 		$1.02M Sell
3,000
-105
-3% -$36.3K 0.47% 55
2025
Q2 		$1.1M Hold
3,105
– – 0.55% 41
2025
Q1 		$1.09M Buy
3,105
+7
+0.2% +$2.37K 0.63% 39
2024
Q4 		$979K Sell
3,098
-42
-1% -$12.6K 0.55% 45
2024
Q3 		$863K Buy
3,140
+33
+1% +$8.92K 0.49% 50
2024
Q2 		$816K Buy
3,107
+32
+1% +$8.77K 0.5% 44
2024
Q1 		$858K Sell
3,075
-58
-2% -$16K 0.54% 39
2023
Q4 		$816K Buy
3,133
+13
+0.4% +$3.2K 0.57% 36
2023
Q3 		$718K Sell
3,120
-15
-0.5% -$3.61K 0.51% 39
2023
Q2 		$745K Sell
3,135
-796
-20% -$182K 0.52% 36
2023
Q1 		$886K Sell
3,931
-235
-6% -$52.3K 0.64% 33
2022
Q4 		$866K Sell
4,166
-343
-8% -$69.2K 0.65% 29
2022
Q3 		$801K Buy
4,509
+9
+0.2% +$1.83K 0.66% 28
2022
Q2 		$886K Sell
4,500
-9,117
-67% -$1.88M 0.81% 28
2022
Q1 		$3.02M Buy
13,617
+2,535
+23% +$548K 0.68% 25
2021
Q4 		$2.4M Buy
11,082
+403
+4% +$86.5K 0.67% 24
2021
Q3 		$2.38M Buy
10,679
+5,424
+103% +$1.27M 0.75% 20
2021
Q2 		$1.23M Sell
5,255
-59
-1% -$13.5K 0.91% 20
2021
Q1 		$1.13M Sell
5,314
-2,242
-30% -$472K 0.92% 23
2020
Q4 		$1.65M Buy
+7,556
New +$1.55M 1.46% 14

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

Latitude Advisors's V Position: Q2 2026 in Review

Latitude Advisors reduced its Visa (V) stake by 19% in Q2 2026, selling an estimated $166K and leaving 2,274 shares worth $780K. The position accounts for 0.31% of the portfolio, ranked #75.

Latitude Advisors first reported a position in V in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.02M in Q1 2022. 2,115 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Latitude Advisors held 2,274 shares of Visa worth $780K as of Q2 2026.
  • Latitude Advisors sold 518 Visa shares in Q2 2026, an estimated $166K.
  • Visa made up 0.31% of Latitude Advisors's portfolio in Q2 2026, its #75 holding.
  • Latitude Advisors first reported a position in Visa in Q4 2020 and has held it in 23 quarters since.
  • Latitude Advisors's Visa position peaked at $3.02M in Q1 2022.
  • 2,115 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.