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Sagewood Asset Management’s Visa V Stock Holding History

Sagewood Asset 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 		$1.65M Buy
4,821
+2,238
+87% +$718K 0.37% 43
2026
Q1 		$781K Sell
2,583
-411
-14% -$132K 0.24% 76
2025
Q4 		$1.05M Buy
+2,994
New +$1.02M 0.37% 46

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

Sagewood Asset Management's V Position: Q2 2026 in Review

Sagewood Asset Management increased its Visa (V) stake by 87% in Q2 2026, buying an estimated $718K and bringing the position to 4,821 shares worth $1.65M. The position accounts for 0.37% of the portfolio, ranked #43.

Sagewood Asset Management first reported a position in V in Q4 2025 and has held it in 3 quarters since. 2,317 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Sagewood Asset Management held 4,821 shares of Visa worth $1.65M as of Q2 2026.
  • Sagewood Asset Management bought 2,238 Visa shares in Q2 2026, an estimated $718K.
  • Visa made up 0.37% of Sagewood Asset Management's portfolio in Q2 2026, its #43 holding.
  • Sagewood Asset Management first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • 2,317 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.