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Robertson Stephens Wealth Management’s Visa V Stock Holding History

Robertson Stephens Wealth Management’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 		$10.6M Buy
30,755
+65
+0.2% +$20.9K 0.26% 71
2026
Q1 		$9.28M Sell
30,690
-1,697
-5% -$546K 0.26% 72
2025
Q4 		$11.4M Buy
32,387
+5,245
+19% +$1.79M 0.3% 65
2025
Q3 		$9.27M Sell
27,142
-664
-2% -$230K 0.28% 68
2025
Q2 		$9.87M Buy
27,806
+513
+2% +$179K 0.31% 63
2025
Q1 		$9.57M Sell
27,293
-946
-3% -$320K 0.33% 60
2024
Q4 		$8.92M Sell
28,239
-5,865
-17% -$1.76M 0.32% 67
2024
Q3 		$9.38M Sell
34,104
-2,713
-7% -$733K 0.34% 66
2024
Q2 		$9.66M Buy
36,817
+442
+1% +$121K 0.49% 42
2024
Q1 		$10.2M Buy
36,375
+3,861
+12% +$1.07M 0.54% 39
2023
Q4 		$8.47M Sell
32,514
-2,398
-7% -$591K 0.51% 37
2023
Q3 		$8.03M Buy
34,912
+531
+2% +$128K 0.54% 37
2023
Q2 		$8.16M Sell
34,381
-1,439
-4% -$329K 0.58% 34
2023
Q1 		$8.08M Sell
35,820
-784
-2% -$175K 0.62% 32
2022
Q4 		$7.6M Sell
36,604
-1,546
-4% -$312K 0.74% 33
2022
Q3 		$6.78M Buy
38,150
+1,513
+4% +$308K 0.71% 35
2022
Q2 		$7.21M Sell
36,637
-1,458
-4% -$301K 0.68% 34
2022
Q1 		$8.45M Buy
38,095
+4,128
+12% +$893K 0.71% 28
2021
Q4 		$7.36M Buy
33,967
+28,108
+480% +$6.03M 0.62% 32
2021
Q3 		$1.3M Sell
5,859
-432
-7% -$101K 0.15% 94
2021
Q2 		$1.47M Sell
6,291
-2,083
-25% -$476K 0.18% 93
2021
Q1 		$1.77M Buy
8,374
+5,097
+156% +$1.07M 0.28% 62
2020
Q4 		$716K Sell
3,277
-1,994
-38% -$408K 0.15% 113
2020
Q3 		$1.05M Buy
5,271
+3,159
+150% +$631K 0.26% 75
2020
Q2 		$407K Buy
+2,112
New +$386K 0.12% 123

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Robertson Stephens Wealth Management's V Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Visa (V) stake by 0.21% in Q2 2026, buying an estimated $20.9K and bringing the position to 30,755 shares worth $10.6M. The position accounts for 0.26% of the portfolio, ranked #71.

Robertson Stephens Wealth Management first reported a position in V in Q2 2020 and has held it in 25 quarters since. The position peaked at $11.4M in Q4 2025. 4,546 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Robertson Stephens Wealth Management held 30,755 shares of Visa worth $10.6M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 65 Visa shares in Q2 2026, an estimated $20.9K.
  • Visa made up 0.26% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Robertson Stephens Wealth Management first reported a position in Visa in Q2 2020 and has held it in 25 quarters since.
  • Robertson Stephens Wealth Management's Visa position peaked at $11.4M in Q4 2025.
  • 4,546 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.