MSA
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McAlister Sweet & Associates’s Visa V Stock Holding History

McAlister Sweet & Associates’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 		$336K Sell
979
-10,977
-92% -$3.52M 0.18% 27
2026
Q1 		$3.61M Buy
11,956
+10,948
+1,086% +$3.52M 2.25% 15
2025
Q4 		$354K Sell
1,008
-100
-9% -$34.1K 0.27% 20
2025
Q3 		$378K Hold
1,108
– – 0.25% 21
2025
Q2 		$393K Hold
1,108
– – 0.35% 20
2025
Q1 		$388K Hold
1,108
– – 0.29% 20
2024
Q4 		$350K Hold
1,108
– – 0.25% 16
2024
Q3 		$305K Hold
1,108
– – 0.25% 24
2024
Q2 		$291K Sell
1,108
-204
-16% -$55.9K 0.21% 27
2024
Q1 		$366K Sell
1,312
-38
-3% -$10.5K 0.29% 24
2023
Q4 		$351K Sell
1,350
-290
-18% -$71.5K 0.33% 25
2023
Q3 		$377K Sell
1,640
-9,453
-85% -$2.27M 0.32% 25
2023
Q2 		$2.63M Buy
11,093
+9,893
+824% +$2.26M 2.27% 13
2023
Q1 		$271K Hold
1,200
– – 0.3% 21
2022
Q4 		$249K Buy
1,200
+10
+0.8% +$2.02K 0.37% 19
2022
Q3 		$211K Sell
1,190
-94
-7% -$19.1K 0.23% 23
2022
Q2 		$253K Sell
1,284
-56
-4% -$11.6K 0.26% 29
2022
Q1 		$297K Hold
1,340
– – 0.32% 22
2021
Q4 		$290K Buy
+1,340
New +$288K 0.25% 29

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

McAlister Sweet & Associates's V Position: Q2 2026 in Review

McAlister Sweet & Associates reduced its Visa (V) stake by 92% in Q2 2026, selling an estimated $3.52M and leaving 979 shares worth $336K. The position accounts for 0.18% of the portfolio, ranked #27.

McAlister Sweet & Associates first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.61M in Q1 2026. 2,060 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • McAlister Sweet & Associates held 979 shares of Visa worth $336K as of Q2 2026.
  • McAlister Sweet & Associates sold 10,977 Visa shares in Q2 2026, an estimated $3.52M.
  • Visa made up 0.18% of McAlister Sweet & Associates's portfolio in Q2 2026, its #27 holding.
  • McAlister Sweet & Associates first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • McAlister Sweet & Associates's Visa position peaked at $3.61M in Q1 2026.
  • 2,060 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on McAlister Sweet & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.