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Samalin Investment Counsel’s Visa V Stock Holding History

Samalin 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 		$943K Sell
2,748
-25
-0.9% -$8.03K 0.29% 85
2026
Q1 		$838K Buy
2,773
+2
+0.1% +$643 0.3% 89
2025
Q4 		$972K Sell
2,771
-116
-4% -$39.5K 0.34% 76
2025
Q3 		$986K Sell
2,887
-33
-1% -$11.4K 0.34% 80
2025
Q2 		$1.04M Sell
2,920
-121
-4% -$42.2K 0.4% 63
2025
Q1 		$1.07M Buy
3,041
+195
+7% +$66K 0.43% 57
2024
Q4 		$900K Buy
2,846
+1
+0% +$301 0.39% 71
2024
Q3 		$782K Sell
2,845
-23
-0.8% -$6.22K 0.34% 87
2024
Q2 		$753K Hold
2,868
– – 0.35% 78
2024
Q1 		$800K Sell
2,868
-807
-22% -$223K 0.38% 70
2023
Q4 		$957K Buy
3,675
+56
+2% +$13.8K 0.48% 47
2023
Q3 		$832K Sell
3,619
-81
-2% -$19.5K 0.48% 55
2023
Q2 		$879K Buy
3,700
+851
+30% +$195K 0.47% 55
2023
Q1 		$642K Buy
2,849
+5
+0.2% +$1.11K 0.39% 72
2022
Q4 		$591K Buy
2,844
+7
+0.2% +$1.41K 0.37% 80
2022
Q3 		$504K Sell
2,837
-37
-1% -$7.53K 0.37% 80
2022
Q2 		$566K Buy
2,874
+38
+1% +$7.85K 0.4% 68
2022
Q1 		$629K Buy
2,836
+412
+17% +$89.1K 0.38% 73
2021
Q4 		$525K Buy
2,424
+160
+7% +$34.3K 0.32% 92
2021
Q3 		$504K Buy
2,264
+1
+0% +$234 0.33% 99
2021
Q2 		$529K Buy
2,263
+37
+2% +$8.46K 0.34% 94
2021
Q1 		$471K Buy
2,226
+169
+8% +$35.6K 0.32% 106
2020
Q4 		$450K Sell
2,057
-215
-9% -$44K 0.34% 93
2020
Q3 		$454K Buy
2,272
+95
+4% +$19K 0.41% 75
2020
Q2 		$420K Buy
2,177
+131
+6% +$23.9K 0.44% 67
2020
Q1 		$329K Sell
2,046
-587
-22% -$111K 0.44% 71
2019
Q4 		$494K Buy
+2,633
New +$474K 0.41% 62

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Samalin Investment Counsel reduced its Visa (V) stake by 0.9% in Q2 2026, selling an estimated $8.03K and leaving 2,748 shares worth $943K. The position accounts for 0.29% of the portfolio, ranked #85.

Samalin Investment Counsel first reported a position in V in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.07M in Q1 2025. 1,957 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Samalin Investment Counsel held 2,748 shares of Visa worth $943K as of Q2 2026.
  • Samalin Investment Counsel sold 25 Visa shares in Q2 2026, an estimated $8.03K.
  • Visa made up 0.29% of Samalin Investment Counsel's portfolio in Q2 2026, its #85 holding.
  • Samalin Investment Counsel first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • Samalin Investment Counsel's Visa position peaked at $1.07M in Q1 2025.
  • 1,957 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.