RIT Capital Partners’s Visa V Stock Holding History

RIT Capital Partners’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
2025 Q2	–	Sell	-120,200	Closed	-$42.1M	–	27
2025 Q1	$42.1M	Buy	120,200 +20,200	+20%	+$6.84M	5.99%	5
2024 Q4	$31.6M	Hold	100,000	–	–	3.69%	10
2024 Q3	$27.5M	Buy	+100,000	New	+$27M	3.43%	10
2022 Q2	–	Sell	-100,000	Closed	-$22.2M	–	15
2022 Q1	$22.2M	Buy	100,000 +25,000	+33%	+$5.41M	9.23%	4
2021 Q4	$16.3M	Sell	75,000 -147,000	-66%	-$31.6M	5.76%	5
2021 Q3	$49.4M	Hold	222,000	–	–	19.29%	2
2021 Q2	$51.9M	Hold	222,000	–	–	17.52%	2
2021 Q1	$47.1M	Buy	222,000 +62,000	+39%	+$13.1M	14.6%	3
2020 Q4	$35M	Buy	160,000 +65,500	+69%	+$13.4M	14.04%	4
2020 Q3	$18.9M	Buy	94,500 +39,500	+72%	+$7.89M	8.72%	4
2020 Q2	$10.6M	Buy	+55,000	New	+$10M	6.28%	6
2013 Q3	–	Sell	-108,000	Closed	-$4.93M	–	25
2013 Q2	$4.93M	Buy	+108,000	New	+$4.73M	1.86%	15

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RIT Capital Partners's V Position: Q2 2025 in Review

RIT Capital Partners sold out of Visa (V) in Q2 2025, closing a stake of 120,200 shares — an estimated $42.1M sold.

RIT Capital Partners first reported a position in V in Q2 2013 and held it in 12 quarters. The position peaked at $51.9M in Q2 2021. 4,342 funds tracked by Wall St. Rank hold V as of Q2 2025.

RIT Capital Partners reported no remaining Visa position as of Q2 2025 after selling out during the quarter.
RIT Capital Partners sold 120,200 Visa shares in Q2 2025, an estimated $42.1M.
RIT Capital Partners first reported a position in Visa in Q2 2013 and held it in 12 quarters.
RIT Capital Partners's Visa position peaked at $51.9M in Q2 2021.
4,342 funds tracked by Wall St. Rank held Visa as of Q2 2025.

Based on RIT Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.