Loring Wolcott & Coolidge Fiduciary Advisors’s Visa V Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$208M	Buy	606,481 +11,495	+2%	+$3.69M	2.02%	14
2026 Q1	$181M	Buy	594,986 +9,985	+2%	+$3.21M	1.82%	17
2025 Q4	$190M	Buy	585,001 +10,958	+2%	+$3.73M	1.72%	17
2025 Q3	$199M	Buy	574,043 +14,581	+3%	+$5.05M	1.74%	18
2025 Q2	$199M	Sell	559,462 -10,211	-2%	-$3.56M	1.76%	20
2025 Q1	$190M	Sell	569,673 -2,397	-0.4%	-$811K	1.85%	18
2024 Q4	$191M	Sell	572,070 -4,507	-0.8%	-$1.36M	1.65%	20
2024 Q3	$163M	Sell	576,577 -9,049	-2%	-$2.45M	1.46%	22
2024 Q2	$158M	Sell	585,626 -6,199	-1%	-$1.7M	1.45%	23
2024 Q1	$161M	Sell	591,825 -23,056	-4%	-$6.37M	1.6%	23
2023 Q4	$168M	Sell	614,881 -8,380	-1%	-$2.07M	1.66%	22
2023 Q3	$152M	Sell	623,261 -7,884	-1%	-$1.9M	1.7%	19
2023 Q2	$150M	Sell	631,145 -5,196	-0.8%	-$1.19M	1.6%	20
2023 Q1	$143M	Sell	636,341 -8,784	-1%	-$1.96M	1.64%	21
2022 Q4	$134M	Sell	645,125 -132	-0%	-$26.6K	1.66%	20
2022 Q3	$115M	Sell	645,257 -4,300	-0.7%	-$875K	1.49%	22
2022 Q2	$128M	Sell	649,557 -261	-0%	-$53.9K	1.57%	22
2022 Q1	$144M	Sell	649,818 -5,613	-0.9%	-$1.21M	1.48%	24
2021 Q4	$142M	Buy	655,431 +1,857	+0.3%	+$399K	1.3%	27
2021 Q3	$146M	Buy	653,574 +5,562	+0.9%	+$1.3M	1.44%	24
2021 Q2	$152M	Sell	648,012 -4,082	-0.6%	-$933K	1.53%	23
2021 Q1	$138M	Sell	652,094 -3,422	-0.5%	-$720K	1.53%	26
2020 Q4	$143M	Buy	655,516 +1,919	+0.3%	+$393K	1.61%	23
2020 Q3	$131M	Sell	653,597 -1,898	-0.3%	-$379K	1.64%	20
2020 Q2	$127M	Sell	655,495 -9,290	-1%	-$1.7M	1.75%	19
2020 Q1	$107M	Sell	664,785 -3,071	-0.5%	-$579K	1.8%	20
2019 Q4	$125M	Sell	667,856 -3,915	-0.6%	-$705K	1.69%	23
2019 Q3	$116M	Buy	671,771 +2,036	+0.3%	+$363K	1.68%	20
2019 Q2	$116M	Buy	669,735 +2,278	+0.3%	+$373K	1.69%	22
2019 Q1	$104M	Buy	667,457 +10,620	+2%	+$1.53M	1.59%	21
2018 Q4	$86.7M	Buy	656,837 +8,942	+1%	+$1.24M	1.57%	21
2018 Q3	$97.2M	Buy	647,895 +3,368	+0.5%	+$479K	1.54%	23
2018 Q2	$85.4M	Sell	644,527 -5,335	-0.8%	-$687K	1.48%	22
2018 Q1	$77.7M	Buy	649,862 +10,772	+2%	+$1.31M	1.41%	23
2017 Q4	$72.9M	Sell	639,090 -20,065	-3%	-$2.22M	1.34%	26
2017 Q3	$69.4M	Buy	659,155 +11,024	+2%	+$1.12M	1.34%	26
2017 Q2	$64.5M	Buy	648,131 +20,302	+3%	+$1.88M	1.28%	27
2017 Q1	$55.8M	Buy	627,829 +43,497	+7%	+$3.74M	1.17%	28
2016 Q4	$45.6M	Buy	584,332 +13,813	+2%	+$1.11M	1.02%	34
2016 Q3	$47.2M	Buy	570,519 +13,014	+2%	+$1.04M	1.08%	30
2016 Q2	$41.4M	Buy	557,505 +17,120	+3%	+$1.34M	0.95%	32
2016 Q1	$41.3M	Buy	540,385 +42,297	+8%	+$3.07M	0.97%	32
2015 Q4	$38.6M	Buy	498,088 +38,047	+8%	+$2.95M	0.96%	33
2015 Q3	$30.9M	Hold	460,041	–	–	0.79%	38
2015 Q2	$30.9M	Buy	460,041 +3,415	+0.7%	+$231K	0.79%	38
2015 Q1	$29.9M	Buy	456,626 +37,778	+9%	+$2.5M	0.75%	38
2014 Q4	$27.5M	Sell	418,848 -6,664	-2%	-$401K	0.7%	40
2014 Q3	$22.7M	Sell	425,512 -672	-0.2%	-$36.1K	0.61%	43
2014 Q2	$22.4M	Sell	426,184 -24,632	-5%	-$1.29M	0.61%	43
2014 Q1	$24.3M	Buy	450,816 +3,384	+0.8%	+$188K	0.67%	40
2013 Q4	$24.9M	Buy	447,432 +19,512	+5%	+$984K	0.69%	42
2013 Q3	$20.4M	Buy	427,920 +13,416	+3%	+$620K	0.62%	46
2013 Q2	$18.9M	Buy	+414,504	New	+$18.1M	0.59%	49

Other funds holding V

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Loring Wolcott & Coolidge Fiduciary Advisors's V Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors increased its Visa (V) stake by 1.9% in Q2 2026, buying an estimated $3.69M and bringing the position to 606,481 shares worth $208M. The position accounts for 2.02% of the portfolio, ranked #14.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in V in Q2 2013 and has held it in 53 quarters since. 2,800 funds tracked by Wall St. Rank hold V as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 606,481 shares of Visa worth $208M as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors bought 11,495 Visa shares in Q2 2026, an estimated $3.69M.
Visa made up 2.02% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #14 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Visa in Q2 2013 and has held it in 53 quarters since.
2,800 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.