NDSI
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Newman Dignan & Sheerar Inc’s Visa V Stock Holding History

Newman Dignan & Sheerar 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 		$1.64M Sell
4,776
-42
-0.9% -$13.5K 0.31% 62
2026
Q1 		$1.46M Sell
4,818
-112
-2% -$36K 0.31% 63
2025
Q4 		$1.73M Buy
4,930
+222
+5% +$75.6K 0.36% 56
2025
Q3 		$1.61M Buy
4,708
+68
+1% +$23.5K 0.35% 62
2025
Q2 		$1.65M Sell
4,640
-105
-2% -$36.6K 0.38% 61
2025
Q1 		$1.66M Sell
4,745
-245
-5% -$82.9K 0.45% 54
2024
Q4 		$1.58M Sell
4,990
-217
-4% -$65.3K 0.4% 60
2024
Q3 		$1.48M Buy
5,207
+127
+3% +$34.3K 0.35% 64
2024
Q2 		$1.33M Buy
5,080
+1
+0% +$274 0.34% 69
2024
Q1 		$1.42M Sell
5,079
-187
-4% -$51.6K 0.38% 69
2023
Q4 		$1.37M Buy
5,266
+119
+2% +$29.3K 0.41% 68
2023
Q3 		$1.18M Sell
5,147
-249
-5% -$59.9K 0.39% 67
2023
Q2 		$1.28M Sell
5,396
-133
-2% -$30.4K 0.4% 69
2023
Q1 		$1.25M Sell
5,529
-240
-4% -$53.4K 0.4% 71
2022
Q4 		$1.2M Sell
5,769
-10
-0.2% -$2.02K 0.4% 72
2022
Q3 		$1.03K Sell
5,779
-120
-2% -$24.4K 0.16% 78
2022
Q2 		$1.16M Sell
5,899
-189
-3% -$39.1K 0.4% 72
2022
Q1 		$1.35K Buy
6,088
+100
+2% +$21.6K 0.26% 65
2021
Q4 		$1.3M Sell
5,988
-50
-0.8% -$10.7K 0.39% 69
2021
Q3 		$1.34M Sell
6,038
-1,455
-19% -$341K 0.39% 63
2021
Q2 		$1.75M Sell
7,493
-65
-0.9% -$14.9K 0.59% 48
2021
Q1 		$1.6M Sell
7,558
-175
-2% -$36.8K 0.58% 50
2020
Q4 		$1.69K Hold
7,733
– – 0.27% 48
2020
Q3 		$1.55M Buy
7,733
+20
+0.3% +$4K 0.65% 44
2020
Q2 		$1.5M Buy
7,713
+125
+2% +$22.8K 0.65% 44
2020
Q1 		$1.26M Buy
7,588
+246
+3% +$46.3K 0.66% 42
2019
Q4 		$1.38K Buy
7,342
+100
+1% +$18K 0.15% 49
2019
Q3 		$1.25M Sell
7,242
-56
-0.8% -$9.97K 0.59% 49
2019
Q2 		$1.27K Sell
7,298
-1,025
-12% -$168K 0.03% 47
2019
Q1 		$1.3M Sell
8,323
-170
-2% -$24.5K 0.52% 47
2018
Q4 		$1.12K Buy
8,493
+25
+0.3% +$3.45K 0.1% 56
2018
Q3 		$1.23M Sell
8,468
-330
-4% -$46.9K 0.54% 51
2018
Q2 		$1.17K Sell
8,798
-290
-3% -$37.3K 0.08% 48
2018
Q1 		$1.1M Sell
9,088
-505
-5% -$61.2K 0.55% 50
2017
Q4 		$1.09M Buy
9,593
+300
+3% +$33.1K 0.55% 52
2017
Q3 		$978K Buy
9,293
+1,300
+16% +$132K 0.52% 57
2017
Q2 		$750K Buy
7,993
+1,100
+16% +$102K 0.42% 66
2017
Q1 		$613 Buy
6,893
+100
+1% +$8.6K 0.27% 83
2016
Q4 		$530K Sell
6,793
-100
-1% -$8.04K 0.32% 86
2016
Q3 		$570K Buy
6,893
+10
+0.1% +$801 0.36% 77
2016
Q2 		$511K Buy
6,883
+650
+10% +$50.9K 0.32% 87
2016
Q1 		$477K Buy
6,233
+1,015
+19% +$73.7K 0.35% 83
2015
Q4 		$405K Buy
5,218
+740
+17% +$57.3K 0.29% 91
2015
Q3 		$312K Buy
4,478
+300
+7% +$21.4K 0.2% 100
2015
Q2 		$281K Buy
4,178
+150
+4% +$10.2K 0.2% 119
2015
Q1 		$263K Sell
4,028
-380
-9% -$25.1K 0.19% 121
2014
Q4 		$289 Hold
4,408
– – 0.17% 113
2014
Q3 		$235K Hold
4,408
– – 0.18% 127
2014
Q2 		$232 Buy
+4,408
New +$230K 0.13% 132

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

Newman Dignan & Sheerar Inc's V Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc reduced its Visa (V) stake by 0.87% in Q2 2026, selling an estimated $13.5K and leaving 4,776 shares worth $1.64M. The position accounts for 0.31% of the portfolio, ranked #62.

Newman Dignan & Sheerar Inc first reported a position in V in Q2 2014 and has held it in 49 quarters since. The position peaked at $1.75M in Q2 2021. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 4,776 shares of Visa worth $1.64M as of Q2 2026.
  • Newman Dignan & Sheerar Inc sold 42 Visa shares in Q2 2026, an estimated $13.5K.
  • Visa made up 0.31% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #62 holding.
  • Newman Dignan & Sheerar Inc first reported a position in Visa in Q2 2014 and has held it in 49 quarters since.
  • Newman Dignan & Sheerar Inc's Visa position peaked at $1.75M in Q2 2021.
  • 2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.