Lazari Capital Management’s Visa V Stock Holding History

Lazari Capital Management’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	$1.67M	Sell	4,871 -1,048	-18%	-$336K	0.51%	33
2026 Q1	$1.79M	Buy	5,919 +163	+3%	+$52.4K	0.62%	32
2025 Q4	$2.02M	Sell	5,756 -29	-0.5%	-$9.88K	0.68%	27
2025 Q3	$1.97M	Sell	5,785 -4	-0.1%	-$1.38K	0.67%	25
2025 Q2	$2.06M	Sell	5,789 -36	-0.6%	-$12.5K	0.77%	25
2025 Q1	$2.04M	Sell	5,825 -109	-2%	-$36.9K	0.83%	24
2024 Q4	$1.88M	Buy	5,934 +409	+7%	+$123K	0.75%	28
2024 Q3	$1.52M	Sell	5,525 -11	-0.2%	-$2.97K	0.65%	30
2024 Q2	$1.45M	Buy	5,536 +1,319	+31%	+$362K	0.66%	33
2024 Q1	$1.18M	Sell	4,217 -145	-3%	-$40K	0.64%	30
2023 Q4	$1.14M	Sell	4,362 -29	-0.7%	-$7.15K	0.65%	30
2023 Q3	$1.01M	Sell	4,391 -35	-0.8%	-$8.41K	0.6%	32
2023 Q2	$1.05M	Buy	+4,426	New	+$1.01M	0.59%	32

Other funds holding V

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lazari Capital Management's V Position: Q2 2026 in Review

Lazari Capital Management reduced its Visa (V) stake by 18% in Q2 2026, selling an estimated $336K and leaving 4,871 shares worth $1.67M. The position accounts for 0.51% of the portfolio, ranked #33.

Lazari Capital Management first reported a position in V in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.06M in Q2 2025. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

Lazari Capital Management held 4,871 shares of Visa worth $1.67M as of Q2 2026.
Lazari Capital Management sold 1,048 Visa shares in Q2 2026, an estimated $336K.
Visa made up 0.51% of Lazari Capital Management's portfolio in Q2 2026, its #33 holding.
Lazari Capital Management first reported a position in Visa in Q2 2023 and has held it in 13 quarters since.
Lazari Capital Management's Visa position peaked at $2.06M in Q2 2025.
2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.