Novem Group’s Visa V Stock Holding History

Novem Group’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	$3M	Sell	8,736 -50	-0.6%	-$16.1K	0.3%	81
2026 Q1	$2.66M	Sell	8,786 -216	-2%	-$69.5K	0.3%	71
2025 Q4	$3.16M	Sell	9,002 -102	-1%	-$34.8K	0.36%	68
2025 Q3	$3.11M	Sell	9,104 -287	-3%	-$99.3K	0.36%	66
2025 Q2	$3.33M	Sell	9,391 -825	-8%	-$288K	0.42%	56
2025 Q1	$3.58M	Buy	10,216 +1,771	+21%	+$599K	0.5%	46
2024 Q4	$2.67M	Buy	+8,445	New	+$2.54M	0.39%	66

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

Novem Group's V Position: Q2 2026 in Review

Novem Group reduced its Visa (V) stake by 0.57% in Q2 2026, selling an estimated $16.1K and leaving 8,736 shares worth $3M. The position accounts for 0.3% of the portfolio, ranked #81.

Novem Group first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.58M in Q1 2025. 2,256 funds tracked by Wall St. Rank hold V as of Q2 2026.

Novem Group held 8,736 shares of Visa worth $3M as of Q2 2026.
Novem Group sold 50 Visa shares in Q2 2026, an estimated $16.1K.
Visa made up 0.3% of Novem Group's portfolio in Q2 2026, its #81 holding.
Novem Group first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
Novem Group's Visa position peaked at $3.58M in Q1 2025.
2,256 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.