Legal Advantage Investments’s Visa V Stock Holding History

Legal Advantage Investments’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	$2.33M	Hold	6,800	–	–	0.82%	35
2026 Q1	$2.06M	Buy	6,800 +2,000	+42%	+$643K	1.06%	36
2025 Q4	$1.68M	Hold	4,800	–	–	0.78%	38
2025 Q3	$1.64M	Hold	4,800	–	–	0.74%	39
2025 Q2	$1.7M	Hold	4,800	–	–	0.8%	36
2025 Q1	$1.68M	Hold	4,800	–	–	0.91%	34
2024 Q4	$1.52M	Sell	4,800 -150	-3%	-$45.1K	0.8%	42
2024 Q3	$1.36M	Buy	4,950 +1,700	+52%	+$460K	0.75%	42
2024 Q2	$853K	Hold	3,250	–	–	0.49%	52
2024 Q1	$907K	Sell	3,250 -100	-3%	-$27.6K	0.51%	51
2023 Q4	$872K	Sell	3,350 -50	-1%	-$12.3K	0.52%	50
2023 Q3	$782K	Hold	3,400	–	–	0.56%	49
2023 Q2	$807K	Hold	3,400	–	–	0.54%	51
2023 Q1	$767K	Hold	3,400	–	–	0.56%	48
2022 Q4	$706K	Hold	3,400	–	–	0.58%	49
2022 Q3	$604K	Hold	3,400	–	–	0.57%	50
2022 Q2	$669K	Hold	3,400	–	–	0.65%	43
2022 Q1	$754K	Hold	3,400	–	–	0.57%	50
2021 Q4	$737K	Sell	3,400 -100	-3%	-$21.5K	0.5%	51
2021 Q3	$780K	Hold	3,500	–	–	0.52%	47
2021 Q2	$818K	Hold	3,500	–	–	0.56%	49
2021 Q1	$741K	Hold	3,500	–	–	0.55%	47
2020 Q4	$766K	Buy	+3,500	New	+$716K	0.6%	47

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

Legal Advantage Investments's V Position: Q2 2026 in Review

Legal Advantage Investments held its Visa (V) position steady in Q2 2026 at 6,800 shares worth $2.33M. The position accounts for 0.82% of the portfolio, ranked #35.

Legal Advantage Investments first reported a position in V in Q4 2020 and has held it in 23 quarters since. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

Legal Advantage Investments held 6,800 shares of Visa worth $2.33M as of Q2 2026.
Legal Advantage Investments left its Visa share count unchanged in Q2 2026.
Visa made up 0.82% of Legal Advantage Investments's portfolio in Q2 2026, its #35 holding.
Legal Advantage Investments first reported a position in Visa in Q4 2020 and has held it in 23 quarters since.
2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Legal Advantage Investments's 13F filing for Q2 2026, filed 15 Jul 2026.