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Richwood Investment Advisors’s Visa V Stock Holding History

Richwood Investment Advisors’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 		$3.51M Sell
10,231
-679
-6% -$218K 2.47% 7
2026
Q1 		$3.3M Buy
10,910
+360
+3% +$116K 2.54% 6
2025
Q4 		$3.5M Sell
10,550
-246
-2% -$83.8K 2.51% 6
2025
Q3 		$3.69M Sell
10,796
-90
-0.8% -$31.1K 2.89% 6
2025
Q2 		$3.87M Sell
10,886
-20
-0.2% -$6.97K 3.17% 6
2025
Q1 		$3.82M Buy
10,906
+277
+3% +$93.7K 3.25% 6
2024
Q4 		$3.36M Buy
10,629
+222
+2% +$66.8K 2.8% 6
2024
Q3 		$2.86M Sell
10,407
-7
-0.1% -$1.89K 2.37% 7
2024
Q2 		$2.73M Buy
10,414
+66
+0.6% +$18.1K 2.39% 6
2024
Q1 		$2.89M Sell
10,348
-61
-0.6% -$16.8K 2.56% 6
2023
Q4 		$2.71M Sell
10,409
-238
-2% -$58.7K 2.54% 7
2023
Q3 		$2.45M Sell
10,647
-87
-0.8% -$20.9K 2.5% 8
2023
Q2 		$2.55M Sell
10,734
-15
-0.1% -$3.43K 2.49% 8
2023
Q1 		$2.42M Sell
10,749
-141
-1% -$31.4K 2.42% 8
2022
Q4 		$2.26M Buy
10,890
+34
+0.3% +$6.86K 2.28% 7
2022
Q3 		$1.93M Buy
10,856
+681
+7% +$139K 2.12% 8
2022
Q2 		$2M Buy
10,175
+241
+2% +$49.8K 2.02% 8
2022
Q1 		$2.2M Buy
9,934
+1,220
+14% +$264K 1.97% 9
2021
Q4 		$1.89M Buy
+8,714
New +$1.87M 1.65% 10

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

Richwood Investment Advisors's V Position: Q2 2026 in Review

Richwood Investment Advisors reduced its Visa (V) stake by 6.2% in Q2 2026, selling an estimated $218K and leaving 10,231 shares worth $3.51M. The position accounts for 2.47% of the portfolio, ranked #7.

Richwood Investment Advisors first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.87M in Q2 2025. 2,060 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Richwood Investment Advisors held 10,231 shares of Visa worth $3.51M as of Q2 2026.
  • Richwood Investment Advisors sold 679 Visa shares in Q2 2026, an estimated $218K.
  • Visa made up 2.47% of Richwood Investment Advisors's portfolio in Q2 2026, its #7 holding.
  • Richwood Investment Advisors first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • Richwood Investment Advisors's Visa position peaked at $3.87M in Q2 2025.
  • 2,060 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.