MAM
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Milestone Asset Management’s Visa V Stock Holding History

Milestone Asset Management’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 		$3.9M Buy
11,378
+1,680
+17% +$539K 0.61% 50
2026
Q1 		$2.93M Buy
9,698
+1,633
+20% +$525K 0.54% 52
2025
Q4 		$2.83M Sell
8,065
-5,367
-40% -$1.83M 0.53% 43
2025
Q3 		$4.59M Buy
13,432
+6,427
+92% +$2.22M 0.87% 24
2025
Q2 		$2.49M Buy
7,005
+2,045
+41% +$713K 0.53% 41
2025
Q1 		$1.74M Sell
4,960
-2,206
-31% -$746K 0.37% 57
2024
Q4 		$2.26M Buy
7,166
+4,254
+146% +$1.28M 0.5% 50
2024
Q3 		$801K Buy
2,912
+48
+2% +$13K 0.18% 102
2024
Q2 		$752K Buy
2,864
+126
+5% +$34.5K 0.19% 103
2024
Q1 		$764K Buy
2,738
+466
+21% +$129K 0.22% 86
2023
Q4 		$592K Buy
2,272
+53
+2% +$13.1K 0.19% 30
2023
Q3 		$513K Buy
2,219
+18
+0.8% +$4.33K 0.18% 32
2023
Q2 		$523K Sell
2,201
-72
-3% -$16.5K 0.23% 27
2023
Q1 		$512K Sell
2,273
-31
-1% -$6.9K 0.29% 39
2022
Q4 		$516K Buy
+2,304
New +$465K 0.31% 31

Other funds holding V

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Milestone Asset Management's V Position: Q2 2026 in Review

Milestone Asset Management increased its Visa (V) stake by 17% in Q2 2026, buying an estimated $539K and bringing the position to 11,378 shares worth $3.9M. The position accounts for 0.61% of the portfolio, ranked #50.

Milestone Asset Management first reported a position in V in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.59M in Q3 2025. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Milestone Asset Management held 11,378 shares of Visa worth $3.9M as of Q2 2026.
  • Milestone Asset Management bought 1,680 Visa shares in Q2 2026, an estimated $539K.
  • Visa made up 0.61% of Milestone Asset Management's portfolio in Q2 2026, its #50 holding.
  • Milestone Asset Management first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • Milestone Asset Management's Visa position peaked at $4.59M in Q3 2025.
  • 2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.