SIC
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Sage Investment Counsel’s Visa V Stock Holding History

Sage Investment Counsel’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 		$2.75M Buy
8,028
+981
+14% +$315K 2.76% 4
2026
Q1 		$2.13M Buy
7,047
+1,914
+37% +$615K 2.36% 6
2025
Q4 		$1.8M Hold
5,133
– – 1.98% 9
2025
Q3 		$1.75M Hold
5,133
– – 1.94% 9
2025
Q2 		$1.82M Hold
5,133
– – 2.11% 7
2025
Q1 		$1.8M Hold
5,133
– – 2.28% 6
2024
Q4 		$1.62M Buy
+5,133
New +$1.54M 2.11% 7

Other funds holding V

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

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

Sage Investment Counsel increased its Visa (V) stake by 14% in Q2 2026, buying an estimated $315K and bringing the position to 8,028 shares worth $2.75M. The position accounts for 2.76% of the portfolio, ranked #4.

Sage Investment Counsel first reported a position in V in Q4 2024 and has held it in 7 quarters since. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Sage Investment Counsel held 8,028 shares of Visa worth $2.75M as of Q2 2026.
  • Sage Investment Counsel bought 981 Visa shares in Q2 2026, an estimated $315K.
  • Visa made up 2.76% of Sage Investment Counsel's portfolio in Q2 2026, its #4 holding.
  • Sage Investment Counsel first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.