Portside Wealth Group’s Visa V Stock Holding History

Portside Wealth 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	$8.95M	Sell	26,094 -969	-4%	-$311K	1.04%	14
2026 Q1	$8.18M	Sell	27,063 -3,280	-11%	-$1.05M	1.11%	12
2025 Q4	$10.6M	Sell	30,343 -838	-3%	-$286K	1.43%	11
2025 Q3	$10.6M	Sell	31,181 -3,058	-9%	-$1.06M	1.47%	10
2025 Q2	$12.2M	Sell	34,239 -1,242	-4%	-$433K	1.8%	7
2025 Q1	$12.4M	Buy	35,481 +154	+0.4%	+$52.1K	2.03%	5
2024 Q4	$11.2M	Sell	35,327 -542	-2%	-$163K	1.85%	6
2024 Q3	$9.86M	Buy	35,869 +867	+2%	+$234K	1.68%	6
2024 Q2	$9.19M	Sell	35,002 -546	-2%	-$150K	1.75%	5
2024 Q1	$9.92M	Buy	35,548 +3,076	+9%	+$849K	1.84%	5
2023 Q4	$8.45M	Sell	32,472 -2,116	-6%	-$522K	1.57%	9
2023 Q3	$7.96M	Buy	34,588 +814	+2%	+$196K	1.5%	10
2023 Q2	$8.02M	Buy	+33,774	New	+$7.73M	1.49%	10

Other funds holding V

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Portside Wealth Group's V Position: Q2 2026 in Review

Portside Wealth Group reduced its Visa (V) stake by 3.6% in Q2 2026, selling an estimated $311K and leaving 26,094 shares worth $8.95M. The position accounts for 1.04% of the portfolio, ranked #14.

Portside Wealth Group first reported a position in V in Q2 2023 and has held it in 13 quarters since. The position peaked at $12.4M in Q1 2025. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

Portside Wealth Group held 26,094 shares of Visa worth $8.95M as of Q2 2026.
Portside Wealth Group sold 969 Visa shares in Q2 2026, an estimated $311K.
Visa made up 1.04% of Portside Wealth Group's portfolio in Q2 2026, its #14 holding.
Portside Wealth Group first reported a position in Visa in Q2 2023 and has held it in 13 quarters since.
Portside Wealth Group's Visa position peaked at $12.4M in Q1 2025.
2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.