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LVW Advisors’s Visa V Stock Holding History

LVW 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 		$7.1M Buy
20,704
+408
+2% +$131K 0.61% 29
2026
Q1 		$6.13M Buy
20,296
+191
+1% +$61.4K 0.58% 30
2025
Q4 		$7.05M Sell
20,105
-294
-1% -$100K 0.71% 25
2025
Q3 		$6.96M Sell
20,399
-744
-4% -$257K 0.71% 28
2025
Q2 		$7.51M Buy
21,143
+1,193
+6% +$416K 0.82% 22
2025
Q1 		$6.99M Buy
19,950
+114
+0.6% +$38.6K 0.84% 20
2024
Q4 		$6.27M Buy
19,836
+533
+3% +$160K 0.75% 28
2024
Q3 		$5.31M Buy
19,303
+178
+0.9% +$48.1K 0.68% 25
2024
Q2 		$5.02M Buy
19,125
+128
+0.7% +$35.1K 0.73% 25
2024
Q1 		$5.3M Buy
18,997
+97
+0.5% +$26.8K 0.9% 22
2023
Q4 		$4.92M Sell
18,900
-1,276
-6% -$315K 0.92% 21
2023
Q3 		$4.64M Sell
20,176
-1,501
-7% -$361K 0.96% 19
2023
Q2 		$5.15M Sell
21,677
-2,201
-9% -$504K 0.99% 20
2023
Q1 		$5.38M Buy
23,878
+289
+1% +$64.3K 1.05% 18
2022
Q4 		$4.9M Sell
23,589
-368
-2% -$74.2K 1% 21
2022
Q3 		$4.26M Buy
23,957
+335
+1% +$68.2K 0.95% 23
2022
Q2 		$4.65M Sell
23,622
-1,211
-5% -$250K 0.95% 24
2022
Q1 		$5.51M Sell
24,833
-13
-0.1% -$2.81K 0.93% 23
2021
Q4 		$5.38M Sell
24,846
-356
-1% -$76.4K 0.92% 26
2021
Q3 		$5.61M Buy
25,202
+91
+0.4% +$21.3K 0.97% 20
2021
Q2 		$5.87M Buy
25,111
+83
+0.3% +$19K 1.04% 19
2021
Q1 		$5.3M Buy
25,028
+1,511
+6% +$318K 1.02% 20
2020
Q4 		$5.14M Buy
23,517
+4,097
+21% +$838K 1.03% 23
2020
Q3 		$3.88M Buy
19,420
+6,583
+51% +$1.31M 0.86% 32
2020
Q2 		$2.48M Buy
12,837
+1,000
+8% +$183K 0.6% 46
2020
Q1 		$1.91M Buy
11,837
+869
+8% +$164K 0.51% 52
2019
Q4 		$2.06M Buy
10,968
+345
+3% +$62.2K 0.47% 57
2019
Q3 		$1.83M Sell
10,623
-77
-0.7% -$13.7K 0.45% 59
2019
Q2 		$1.86M Buy
10,700
+500
+5% +$81.9K 0.51% 51
2019
Q1 		$1.59M Buy
10,200
+5,951
+140% +$858K 0.42% 54
2018
Q4 		$561K Buy
4,249
+2,001
+89% +$276K 0.19% 74
2018
Q3 		$337K Hold
2,248
– – 0.09% 121
2018
Q2 		$298K Sell
2,248
-48
-2% -$6.18K 0.09% 116
2018
Q1 		$275K Buy
2,296
+318
+16% +$38.5K 0.09% 119
2017
Q4 		$226K Hold
1,978
– – 0.07% 132
2017
Q3 		$208K Buy
+1,978
New +$201K 0.08% 137
2017
Q2 		– Sell
-2,597
Closed -$231K – 121
2017
Q1 		$231K Sell
2,597
-1,265
-33% -$109K 0.08% 114
2016
Q4 		$301K Buy
3,862
+304
+9% +$24.4K 0.11% 110
2016
Q3 		$294K Buy
3,558
+355
+11% +$28.4K 0.1% 107
2016
Q2 		$238K Sell
3,203
-458
-13% -$35.9K 0.09% 117
2016
Q1 		$280K Sell
3,661
-632
-15% -$45.9K 0.09% 118
2015
Q4 		$333K Buy
4,293
+1,307
+44% +$101K 0.13% 102
2015
Q3 		$208K Buy
+2,986
New +$213K 0.1% 130

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

LVW Advisors's V Position: Q2 2026 in Review

LVW Advisors increased its Visa (V) stake by 2% in Q2 2026, buying an estimated $131K and bringing the position to 20,704 shares worth $7.1M. The position accounts for 0.61% of the portfolio, ranked #29.

LVW Advisors first reported a position in V in Q3 2015 and has held it in 43 quarters since. The position peaked at $7.51M in Q2 2025. 2,115 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • LVW Advisors held 20,704 shares of Visa worth $7.1M as of Q2 2026.
  • LVW Advisors bought 408 Visa shares in Q2 2026, an estimated $131K.
  • Visa made up 0.61% of LVW Advisors's portfolio in Q2 2026, its #29 holding.
  • LVW Advisors first reported a position in Visa in Q3 2015 and has held it in 43 quarters since.
  • LVW Advisors's Visa position peaked at $7.51M in Q2 2025.
  • 2,115 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.