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LVZ Inc’s Visa V Stock Holding History

LVZ Inc’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 		$1.81M Buy
5,263
+645
+14% +$207K 0.18% 39
2026
Q1 		$1.4M Sell
4,618
-39
-0.8% -$12.5K 0.16% 42
2025
Q4 		$1.63M Buy
4,657
+503
+12% +$171K 0.18% 42
2025
Q3 		$1.42M Buy
4,154
+223
+6% +$77.2K 0.16% 42
2025
Q2 		$1.4M Buy
3,931
+166
+4% +$57.9K 0.17% 45
2025
Q1 		$1.32M Buy
3,765
+143
+4% +$48.4K 0.17% 39
2024
Q4 		$1.14M Buy
3,622
+344
+10% +$103K 0.15% 43
2024
Q3 		$901K Buy
3,278
+351
+12% +$94.9K 0.12% 52
2024
Q2 		$768K Buy
2,927
+4
+0.1% +$1.1K 0.1% 52
2024
Q1 		$816K Sell
2,923
-105
-3% -$29K 0.11% 53
2023
Q4 		$788K Buy
3,028
+96
+3% +$23.7K 0.11% 53
2023
Q3 		$674K Sell
2,932
-470
-14% -$113K 0.11% 50
2023
Q2 		$808K Buy
3,402
+71
+2% +$16.3K 0.11% 56
2023
Q1 		$751K Sell
3,331
-35
-1% -$7.79K 0.11% 54
2022
Q4 		$699K Buy
3,366
+776
+30% +$156K 0.11% 55
2022
Q3 		$460K Buy
2,590
+433
+20% +$88.1K 0.08% 63
2022
Q2 		$425K Buy
2,157
+168
+8% +$34.7K 0.07% 63
2022
Q1 		$441K Buy
1,989
+75
+4% +$16.2K 0.06% 64
2021
Q4 		$415K Buy
1,914
+29
+2% +$6.22K 0.06% 66
2021
Q3 		$420K Buy
1,885
+189
+11% +$44.3K 0.06% 59
2021
Q2 		$397K Buy
1,696
+109
+7% +$24.9K 0.06% 66
2021
Q1 		$336K Buy
1,587
+219
+16% +$46.1K 0.05% 68
2020
Q4 		$299K Hold
1,368
– – 0.05% 73
2020
Q3 		$274K Buy
1,368
+119
+10% +$23.8K 0.06% 69
2020
Q2 		$241K Hold
1,249
– – 0.05% 72
2020
Q1 		$201K Hold
1,249
– – 0.05% 65
2019
Q4 		$235K Buy
+1,249
New +$225K 0.05% 77

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
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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LVZ Inc's V Position: Q2 2026 in Review

LVZ Inc increased its Visa (V) stake by 14% in Q2 2026, buying an estimated $207K and bringing the position to 5,263 shares worth $1.81M. The position accounts for 0.18% of the portfolio, ranked #39.

LVZ Inc first reported a position in V in Q4 2019 and has held it in 27 quarters since. 1,799 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • LVZ Inc held 5,263 shares of Visa worth $1.81M as of Q2 2026.
  • LVZ Inc bought 645 Visa shares in Q2 2026, an estimated $207K.
  • Visa made up 0.18% of LVZ Inc's portfolio in Q2 2026, its #39 holding.
  • LVZ Inc first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • 1,799 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.