Natural Investments’s Visa V Stock Holding History

Natural Investments’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	$2.6M	Buy	7,586 +459	+6%	+$147K	0.57%	33
2026 Q1	$2.15M	Buy	7,127 +235	+3%	+$75.6K	0.53%	35
2025 Q4	$2.42M	Buy	6,892 +568	+9%	+$194K	0.6%	33
2025 Q3	$2.16M	Buy	6,324 +18	+0.3%	+$6.23K	0.54%	46
2025 Q2	$2.24M	Buy	6,306 +944	+18%	+$329K	0.58%	43
2025 Q1	$1.88M	Buy	5,362 +216	+4%	+$73.1K	0.53%	53
2024 Q4	$1.63M	Buy	+5,146	New	+$1.55M	0.45%	59

Other funds holding V

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

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

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Natural Investments's V Position: Q2 2026 in Review

Natural Investments increased its Visa (V) stake by 6.4% in Q2 2026, buying an estimated $147K and bringing the position to 7,586 shares worth $2.6M. The position accounts for 0.57% of the portfolio, ranked #33.

Natural Investments first reported a position in V in Q4 2024 and has held it in 7 quarters since. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

Natural Investments held 7,586 shares of Visa worth $2.6M as of Q2 2026.
Natural Investments bought 459 Visa shares in Q2 2026, an estimated $147K.
Visa made up 0.57% of Natural Investments's portfolio in Q2 2026, its #33 holding.
Natural Investments first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.