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Rockingstone Advisors’s Visa V Stock Holding History

Rockingstone 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 		$1.2M Buy
3,485
+236
+7% +$75.8K 0.48% 58
2026
Q1 		$982K Buy
3,249
+10
+0.3% +$3.22K 0.45% 63
2025
Q4 		$1.14M Sell
3,239
-25
-0.8% -$8.52K 0.52% 53
2025
Q3 		$1.11M Sell
3,264
-15
-0.5% -$5.19K 0.55% 53
2025
Q2 		$1.16M Sell
3,279
-2,430
-43% -$847K 0.61% 52
2025
Q1 		$2M Buy
5,709
+126
+2% +$42.6K 0.9% 43
2024
Q4 		$1.76M Buy
5,583
+881
+19% +$265K 0.78% 45
2024
Q3 		$1.29M Sell
4,702
-35
-0.7% -$9.46K 0.63% 50
2024
Q2 		$1.24M Buy
4,737
+105
+2% +$28.8K 0.64% 51
2024
Q1 		$1.29M Buy
4,632
+80
+2% +$22.1K 0.67% 56
2023
Q4 		$1.19M Sell
4,552
-916
-17% -$226K 0.66% 56
2023
Q3 		$1.26M Buy
5,468
+139
+3% +$33.4K 0.7% 51
2023
Q2 		$1.27M Buy
5,329
+19
+0.4% +$4.35K 0.71% 52
2023
Q1 		$1.2M Buy
5,310
+131
+3% +$29.2K 0.73% 56
2022
Q4 		$1.08M Buy
+5,179
New +$1.04M 0.8% 53

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

Rockingstone Advisors's V Position: Q2 2026 in Review

Rockingstone Advisors increased its Visa (V) stake by 7.3% in Q2 2026, buying an estimated $75.8K and bringing the position to 3,485 shares worth $1.2M. The position accounts for 0.48% of the portfolio, ranked #58.

Rockingstone Advisors first reported a position in V in Q4 2022 and has held it in 15 quarters since. The position peaked at $2M in Q1 2025. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Rockingstone Advisors held 3,485 shares of Visa worth $1.2M as of Q2 2026.
  • Rockingstone Advisors bought 236 Visa shares in Q2 2026, an estimated $75.8K.
  • Visa made up 0.48% of Rockingstone Advisors's portfolio in Q2 2026, its #58 holding.
  • Rockingstone Advisors first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • Rockingstone Advisors's Visa position peaked at $2M in Q1 2025.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Rockingstone Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.