SMH
V icon

Sanders Morris Harris’s Visa V Stock Holding History

Sanders Morris Harris’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 		– Sell
-9,402
Closed -$2.84M – 266
2026
Q1 		$2.84M Buy
+9,402
New +$3.02M 0.45% 47
2025
Q4 		– Sell
-9,102
Closed -$3.11M – 280
2025
Q3 		$3.11M Buy
9,102
+5,239
+136% +$1.81M 0.41% 34
2025
Q2 		$1.37M Sell
3,863
-5,685
-60% -$1.98M 0.33% 29
2025
Q1 		$3.32M Sell
9,548
-75
-0.8% -$25.4K 0.51% 33
2024
Q4 		$3.05M Buy
9,623
+37
+0.4% +$11.1K 0.46% 39
2024
Q3 		$2.64M Buy
9,586
+368
+4% +$99.5K 0.44% 38
2024
Q2 		$2.42M Hold
9,218
– – 0.4% 44
2024
Q1 		$2.57M Buy
9,218
+3,533
+62% +$975K 0.47% 36
2023
Q4 		$1.49M Sell
5,685
-3,533
-38% -$871K 0.73% 34
2023
Q3 		$2.12M Hold
9,218
– – 0.44% 37
2023
Q2 		$2.19M Buy
9,218
+5,810
+170% +$1.33M 0.49% 28
2023
Q1 		$768K Sell
3,408
-5,685
-63% -$1.27M 0.27% 29
2022
Q4 		$1.89M Hold
9,093
– – 0.72% 21
2022
Q3 		$1.64M Buy
9,093
+3
+0% +$610 0.4% 41
2022
Q2 		$1.8M Buy
9,090
+50
+0.6% +$10.3K 0.39% 43
2022
Q1 		$2M Buy
9,040
+125
+1% +$27K 0.39% 45
2021
Q4 		$1.96M Sell
8,915
-34,522
-79% -$7.41M 0.34% 50
2021
Q3 		$9.99M Buy
43,437
+268
+0.6% +$62.8K 1.82% 11
2021
Q2 		$10.3M Buy
43,169
+8,114
+23% +$1.85M 2.01% 8
2021
Q1 		$7.66M Buy
35,055
+8,259
+31% +$1.74M 1.62% 12
2020
Q4 		$5.64M Buy
26,796
+1,559
+6% +$319K 1.28% 15
2020
Q3 		$5.13M Buy
25,237
+21,730
+620% +$4.34M 1.39% 11
2020
Q2 		$678K Buy
+3,507
New +$641K 0.33% 40
2020
Q1 		– Sell
-2,157
Closed -$337K – 273
2019
Q4 		$337K Hold
2,157
– – 0.08% 206
2019
Q3 		$371K Hold
2,157
– – 0.09% 176
2019
Q2 		$374K Hold
2,157
– – 0.1% 184
2019
Q1 		$337K Hold
2,157
– – 0.16% 79
2018
Q4 		$285K Hold
2,157
– – 0.16% 85
2018
Q3 		$324K Hold
2,157
– – 0.15% 95
2018
Q2 		$285K Hold
2,157
– – 0.13% 102
2018
Q1 		$258K Sell
2,157
-43
-2% -$5.21K 0.11% 107
2017
Q4 		$251K Sell
2,200
-400
-15% -$44.2K 0.11% 95
2017
Q3 		$273K Hold
2,600
– – 0.12% 101
2017
Q2 		$244K Hold
2,600
– – 0.1% 100
2017
Q1 		$231K Buy
+2,600
New +$224K 0.08% 114
2016
Q3 		– Sell
-4,031
Closed -$299K – 225
2016
Q2 		$299K Sell
4,031
-1,602
-28% -$125K 0.07% 183
2016
Q1 		$430K Buy
+5,633
New +$409K 0.07% 208

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sanders Morris Harris's V Position: Q2 2026 in Review

Sanders Morris Harris sold out of Visa (V) in Q2 2026, closing a stake of 9,402 shares — an estimated $2.84M sold.

Sanders Morris Harris first reported a position in V in Q1 2016 and held it in 37 quarters. The position peaked at $10.3M in Q2 2021. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Sanders Morris Harris reported no remaining Visa position as of Q2 2026 after selling out during the quarter.
  • Sanders Morris Harris sold 9,402 Visa shares in Q2 2026, an estimated $2.84M.
  • Sanders Morris Harris first reported a position in Visa in Q1 2016 and held it in 37 quarters.
  • Sanders Morris Harris's Visa position peaked at $10.3M in Q2 2021.
  • 825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.