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Peterson Wealth Services’s Visa V Stock Holding History

Peterson Wealth Services’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 		$7.63M Buy
22,232
+128
+0.6% +$41.1K 1.66% 16
2026
Q1 		$6.68M Buy
22,104
+339
+2% +$109K 1.65% 16
2025
Q4 		$7.63M Sell
21,765
-15,232
-41% -$5.19M 1.95% 15
2025
Q3 		$7.39M Buy
36,997
+14,778
+67% +$5.11M 1.82% 15
2025
Q2 		$7.89M Buy
22,219
+100
+0.5% +$34.9K 2.16% 14
2025
Q1 		$7.75M Buy
22,119
+252
+1% +$85.3K 2.4% 10
2024
Q4 		$6.91M Buy
21,867
+396
+2% +$119K 2.07% 12
2024
Q3 		$5.9M Buy
21,471
+1,253
+6% +$339K 1.89% 13
2024
Q2 		$5.31M Buy
20,218
+277
+1% +$75.9K 1.85% 14
2024
Q1 		$5.57M Buy
19,941
+32
+0.2% +$8.84K 2.03% 13
2023
Q4 		$5.18M Buy
19,909
+560
+3% +$138K 2.22% 11
2023
Q3 		$4.45M Buy
19,349
+615
+3% +$148K 3.33% 7
2023
Q2 		$4.45M Buy
18,734
+747
+4% +$171K 2.14% 12
2023
Q1 		$4.05M Buy
17,987
+1,462
+9% +$325K 2.09% 14
2022
Q4 		$3.43M Buy
16,525
+421
+3% +$84.9K 1.97% 15
2022
Q3 		$2.86M Buy
16,104
+535
+3% +$109K 2.03% 15
2022
Q2 		$3.06M Buy
15,569
+684
+5% +$141K 2.21% 13
2022
Q1 		$3.3M Buy
14,885
+2,395
+19% +$518K 2.03% 16
2021
Q4 		$2.71M Buy
+12,490
New +$2.68M 1.8% 18

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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

Peterson Wealth Services's V Position: Q2 2026 in Review

Peterson Wealth Services increased its Visa (V) stake by 0.58% in Q2 2026, buying an estimated $41.1K and bringing the position to 22,232 shares worth $7.63M. The position accounts for 1.66% of the portfolio, ranked #16.

Peterson Wealth Services first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.89M in Q2 2025. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Peterson Wealth Services held 22,232 shares of Visa worth $7.63M as of Q2 2026.
  • Peterson Wealth Services bought 128 Visa shares in Q2 2026, an estimated $41.1K.
  • Visa made up 1.66% of Peterson Wealth Services's portfolio in Q2 2026, its #16 holding.
  • Peterson Wealth Services first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • Peterson Wealth Services's Visa position peaked at $7.89M in Q2 2025.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.