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Lederer & Associates Investment Counsel’s Visa V Stock Holding History

Lederer & Associates Investment Counsel’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 		$3.27M Buy
9,527
+3
+0% +$963 2.15% 8
2026
Q1 		$2.88M Sell
9,524
-37
-0.4% -$11.9K 2.04% 8
2025
Q4 		$3.35M Sell
9,561
-929
-9% -$317K 2.25% 8
2025
Q3 		$3.58M Sell
10,490
-864
-8% -$299K 2.32% 8
2025
Q2 		$4.03M Sell
11,354
-14
-0.1% -$4.88K 2.67% 7
2025
Q1 		$3.98M Buy
11,368
+80
+0.7% +$27.1K 2.92% 6
2024
Q4 		$3.57M Sell
11,288
-314
-3% -$94.4K 2.49% 7
2024
Q3 		$3.19M Sell
11,602
-154
-1% -$41.6K 2.24% 9
2024
Q2 		$3.09M Sell
11,756
-611
-5% -$167K 2.23% 7
2024
Q1 		$3.45M Sell
12,367
-222
-2% -$61.3K 2.4% 7
2023
Q4 		$3.28M Sell
12,589
-214
-2% -$52.7K 2.43% 6
2023
Q3 		$2.94M Sell
12,803
-85
-0.7% -$20.4K 2.34% 7
2023
Q2 		$3.06M Sell
12,888
-315
-2% -$72.1K 2.31% 5
2023
Q1 		$2.98M Sell
13,203
-289
-2% -$64.3K 2.3% 5
2022
Q4 		$2.8M Sell
13,492
-337
-2% -$68K 2.29% 8
2022
Q3 		$2.46M Sell
13,829
-28
-0.2% -$5.7K 2.08% 9
2022
Q2 		$2.73M Sell
13,857
-435
-3% -$89.9K 2.1% 10
2022
Q1 		$3.17M Sell
14,292
-64
-0.4% -$13.8K 1.94% 11
2021
Q4 		$3.11M Buy
14,356
+94
+0.7% +$20.2K 1.8% 13
2021
Q3 		$3.18M Hold
14,262
– – 2.05% 10
2021
Q2 		$3.33M Buy
14,262
+376
+3% +$86K 2.22% 10
2021
Q1 		$2.94M Sell
13,886
-324
-2% -$68.2K 2.07% 11
2020
Q4 		$3.11M Sell
14,210
-157
-1% -$32.1K 2.38% 6
2020
Q3 		$2.87M Sell
14,367
-3,222
-18% -$644K 2.39% 7
2020
Q2 		$3.4M Buy
17,589
+475
+3% +$86.8K 3.18% 4
2020
Q1 		$2.76M Sell
17,114
-350
-2% -$65.9K 3.12% 3
2019
Q4 		$3.28M Sell
17,464
-201
-1% -$36.2K 2.85% 2
2019
Q3 		$3.04M Sell
17,665
-138
-0.8% -$24.6K 2.9% 3
2019
Q2 		$3.09M Sell
17,803
-617
-3% -$101K 2.84% 3
2019
Q1 		$2.88M Sell
18,420
-302
-2% -$43.5K 2.68% 4
2018
Q4 		$2.47M Buy
18,722
+220
+1% +$30.4K 2.64% 6
2018
Q3 		$2.78M Buy
18,502
+110
+0.6% +$15.6K 2.35% 5
2018
Q2 		$2.44M Sell
18,392
-3,972
-18% -$511K 2.2% 7
2018
Q1 		$2.67M Sell
22,364
-2,586
-10% -$313K 2.41% 5
2017
Q4 		$2.85M Sell
24,950
-1,865
-7% -$206K 2.55% 5
2017
Q3 		$2.82M Sell
26,815
-145
-0.5% -$14.7K 2.69% 5
2017
Q2 		$2.53M Sell
26,960
-290
-1% -$26.9K 2.44% 6
2017
Q1 		$2.42M Sell
27,250
-1,590
-6% -$137K 2.28% 6
2016
Q4 		$2.25M Buy
+28,840
New +$2.32M 2.23% 6
2015
Q3 		$2.1M Sell
30,162
-585
-2% -$41.8K 2.34% 9
2015
Q2 		$2.06M Sell
30,747
-45
-0.1% -$3.05K 2.12% 13
2015
Q1 		$2.01M Sell
30,792
-160
-0.5% -$10.6K 1.96% 14
2014
Q4 		$2.03M Buy
+30,952
New +$1.86M 2.01% 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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Lederer & Associates Investment Counsel's V Position: Q2 2026 in Review

Lederer & Associates Investment Counsel increased its Visa (V) stake by 0.03% in Q2 2026, buying an estimated $963 and bringing the position to 9,527 shares worth $3.27M. The position accounts for 2.15% of the portfolio, ranked #8.

Lederer & Associates Investment Counsel first reported a position in V in Q4 2014 and has held it in 43 quarters since. The position peaked at $4.03M in Q2 2025. 1,958 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Lederer & Associates Investment Counsel held 9,527 shares of Visa worth $3.27M as of Q2 2026.
  • Lederer & Associates Investment Counsel bought 3 Visa shares in Q2 2026, an estimated $963.
  • Visa made up 2.15% of Lederer & Associates Investment Counsel's portfolio in Q2 2026, its #8 holding.
  • Lederer & Associates Investment Counsel first reported a position in Visa in Q4 2014 and has held it in 43 quarters since.
  • Lederer & Associates Investment Counsel's Visa position peaked at $4.03M in Q2 2025.
  • 1,958 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2026, filed 10 Jul 2026.