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Sage Investment Advisers’s Visa V Stock Holding History

Sage Investment Advisers’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 		$5.42M Sell
15,787
-296
-2% -$95K 3.64% 4
2026
Q1 		$4.8M Sell
16,083
-145
-0.9% -$46.6K 3.56% 4
2025
Q4 		$5.69M Buy
+16,228
New +$5.53M 4.27% 3
2024
Q3 		$5.5M Sell
19,990
-502
-2% -$136K 5.76% 2
2024
Q2 		$5.38M Sell
20,492
-1,595
-7% -$437K 6.08% 2
2024
Q1 		$6.16M Sell
22,087
-1,378
-6% -$380K 7.07% 2
2023
Q4 		$6.11M Sell
23,465
-368
-2% -$90.7K 7.41% 2
2023
Q3 		$5.48M Sell
23,833
-248
-1% -$59.6K 7.52% 1
2023
Q2 		$5.72M Sell
24,081
-748
-3% -$171K 7.64% 1
2023
Q1 		$5.6M Sell
24,829
-222
-0.9% -$49.4K 7.48% 1
2022
Q4 		$5.2M Sell
25,051
-148
-0.6% -$29.8K 7.42% 1
2022
Q3 		$4.48M Sell
25,199
-93
-0.4% -$18.9K 7.07% 1
2022
Q2 		$4.98M Sell
25,292
-528
-2% -$109K 7.8% 1
2022
Q1 		$5.73M Sell
25,820
-488
-2% -$106K 7.59% 1
2021
Q4 		$5.7M Buy
+26,308
New +$5.65M 7.34% 2

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

Sage Investment Advisers's V Position: Q2 2026 in Review

Sage Investment Advisers reduced its Visa (V) stake by 1.8% in Q2 2026, selling an estimated $95K and leaving 15,787 shares worth $5.42M. The position accounts for 3.64% of the portfolio, ranked #4.

Sage Investment Advisers first reported a position in V in Q4 2021 and has held it in 15 quarters since. The position peaked at $6.16M in Q1 2024. 2,188 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Sage Investment Advisers held 15,787 shares of Visa worth $5.42M as of Q2 2026.
  • Sage Investment Advisers sold 296 Visa shares in Q2 2026, an estimated $95K.
  • Visa made up 3.64% of Sage Investment Advisers's portfolio in Q2 2026, its #4 holding.
  • Sage Investment Advisers first reported a position in Visa in Q4 2021 and has held it in 15 quarters since.
  • Sage Investment Advisers's Visa position peaked at $6.16M in Q1 2024.
  • 2,188 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.