PL
V icon

Perpetual Ltd’s Visa V Stock Holding History

Perpetual Ltd’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 		$4.21M Buy
12,269
+2,720
+28% +$873K 0.06% 137
2026
Q1 		$2.89M Buy
9,549
+2,408
+34% +$774K 0.04% 139
2025
Q4 		$2.5M Buy
7,141
+3,204
+81% +$1.09M 0.04% 159
2025
Q3 		$1.34M Buy
3,937
+1,729
+78% +$598K 0.02% 224
2025
Q2 		$784K Sell
2,208
-3,396
-61% -$1.18M 0.01% 267
2025
Q1 		$1.96M Sell
5,604
-722
-11% -$244K 0.02% 204
2024
Q4 		$2M Sell
6,326
-44
-0.7% -$13.2K 0.02% 195
2024
Q3 		$1.75M Buy
6,370
+28
+0.4% +$7.57K 0.02% 208
2024
Q2 		$1.66M Sell
6,342
-2
-0% -$548 0.02% 228
2024
Q1 		$1.77M Buy
6,344
+52
+0.8% +$14.4K 0.02% 228
2023
Q4 		$1.64M Sell
6,292
-2,052
-25% -$506K 0.02% 222
2023
Q3 		$1.92M Sell
8,344
-692
-8% -$166K 0.02% 218
2023
Q2 		$2.15M Sell
9,036
-16,323
-64% -$3.74M 0.02% 235
2023
Q1 		$5.72M Buy
+25,359
New +$5.64M 0.05% 181
2020
Q3 		$8.13M Sell
40,631
-2,474
-6% -$494K 0.58% 55
2020
Q2 		$8.33M Sell
43,105
-2,313
-5% -$423K 0.78% 30
2020
Q1 		$7.32M Buy
45,418
+43,022
+1,796% +$8.1M 1.04% 19
2019
Q4 		$449K Hold
2,396
– – 0.07% 109
2019
Q3 		$412K Hold
2,396
– – 0.06% 109
2019
Q2 		$416K Hold
2,396
– – 0.07% 107
2019
Q1 		$374K Hold
2,396
– – 0.05% 126
2018
Q4 		$314K Hold
2,396
– – 0.05% 129
2018
Q3 		$360K Sell
2,396
-1,100
-31% -$156K 0.05% 132
2018
Q2 		$464K Hold
3,496
– – 0.06% 111
2018
Q1 		$418K Hold
3,496
– – 0.06% 113
2017
Q4 		$401K Hold
3,496
– – 0.05% 124
2017
Q3 		$375K Sell
3,496
-164,920
-98% -$16.7M 0.05% 118
2017
Q2 		$15.8M Hold
168,416
– – 1.23% 13
2017
Q1 		$15M Sell
168,416
-8,514
-5% -$732K 1.49% 15
2016
Q4 		$13.8M Buy
176,930
+6,392
+4% +$514K 2.1% 11
2016
Q3 		$14.1M Buy
170,538
+30,869
+22% +$2.47M 1.16% 19
2016
Q2 		$10.4M Buy
139,669
+6,265
+5% +$491K 1.03% 23
2016
Q1 		$10.2M Buy
133,404
+2,913
+2% +$212K 1.03% 26
2015
Q4 		$10.1M Sell
130,491
-6,231
-5% -$483K 1.13% 24
2015
Q3 		$9.52M Buy
136,722
+12,774
+10% +$912K 1.13% 25
2015
Q2 		$8.32M Buy
123,948
+4,800
+4% +$325K 0.96% 24
2015
Q1 		$7.79M Hold
119,148
– – 0.88% 30
2014
Q4 		$7.81M Buy
119,148
+8,076
+7% +$486K 0.92% 27
2014
Q3 		$5.92M Buy
111,072
+3,260
+3% +$175K 0.64% 46
2014
Q2 		$5.68M Buy
107,812
+33,392
+45% +$1.75M 0.5% 54
2014
Q1 		$4.02M Buy
+74,420
New +$4.14M 0.59% 58

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Perpetual Ltd's V Position: Q2 2026 in Review

Perpetual Ltd increased its Visa (V) stake by 28% in Q2 2026, buying an estimated $873K and bringing the position to 12,269 shares worth $4.21M. The position accounts for 0.06% of the portfolio, ranked #137.

Perpetual Ltd first reported a position in V in Q1 2014 and has held it in 41 quarters since. The position peaked at $15.8M in Q2 2017. 1,902 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Perpetual Ltd held 12,269 shares of Visa worth $4.21M as of Q2 2026.
  • Perpetual Ltd bought 2,720 Visa shares in Q2 2026, an estimated $873K.
  • Visa made up 0.06% of Perpetual Ltd's portfolio in Q2 2026, its #137 holding.
  • Perpetual Ltd first reported a position in Visa in Q1 2014 and has held it in 41 quarters since.
  • Perpetual Ltd's Visa position peaked at $15.8M in Q2 2017.
  • 1,902 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.