Saratoga Research & Investment Management’s Visa V Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$50.7M Sell
147,779
-8,594
-5% -$2.76M 2.77% 15
2026
Q1
$47.3M Buy
156,373
+44,676
+40% +$14.4M 2.68% 16
2025
Q4
$39.2M Sell
111,697
-4,899
-4% -$1.67M 2.05% 17
2025
Q3
$39.8M Sell
116,596
-5,046
-4% -$1.75M 2.07% 17
2025
Q2
$43.2M Sell
121,642
-44,513
-27% -$15.5M 2.31% 16
2025
Q1
$58.2M Sell
166,155
-9,522
-5% -$3.22M 3.07% 13
2024
Q4
$55.5M Sell
175,677
-8,845
-5% -$2.66M 2.8% 14
2024
Q3
$50.7M Sell
184,522
-9,530
-5% -$2.58M 2.22% 20
2024
Q2
$50.9M Sell
194,052
-48,370
-20% -$13.3M 2.32% 17
2024
Q1
$67.7M Sell
242,422
-8,945
-4% -$2.47M 3.07% 13
2023
Q4
$65.4M Sell
251,367
-11,339
-4% -$2.79M 3.02% 18
2023
Q3
$60.4M Sell
262,706
-2,445
-0.9% -$588K 2.95% 18
2023
Q2
$63M Buy
265,151
+1,778
+0.7% +$407K 2.9% 16
2023
Q1
$59.4M Buy
263,373
+20,854
+9% +$4.64M 2.82% 20
2022
Q4
$50.4M Sell
242,519
-7,126
-3% -$1.44M 2.49% 23
2022
Q3
$44.3M Buy
249,645
+1,632
+0.7% +$332K 2.34% 23
2022
Q2
$48.8M Sell
248,013
-2,645
-1% -$547K 2.42% 22
2022
Q1
$55.6M Buy
250,658
+5,711
+2% +$1.24M 2.42% 22
2021
Q4
$53.1M Buy
244,947
+26,081
+12% +$5.6M 2.26% 26
2021
Q3
$48.8M Buy
218,866
+179,904
+462% +$42.2M 2.25% 24
2021
Q2
$9.11M Sell
38,962
-389
-1% -$88.9K 0.43% 29
2021
Q1
$8.33M Buy
39,351
+2,406
+7% +$506K 0.42% 31
2020
Q4
$8.08M Buy
36,945
+2,424
+7% +$496K 0.43% 30
2020
Q3
$6.9M Buy
34,521
+79
+0.2% +$15.8K 0.41% 30
2020
Q2
$6.65M Buy
34,442
+3,954
+13% +$722K 0.42% 30
2020
Q1
$4.91M Buy
30,488
+8,139
+36% +$1.53M 0.34% 30
2019
Q4
$4.2M Buy
22,349
+2,754
+14% +$496K 0.25% 30
2019
Q3
$3.37M Buy
19,595
+1,493
+8% +$266K 0.22% 30
2019
Q2
$3.14M Buy
18,102
+7,522
+71% +$1.23M 0.2% 30
2019
Q1
$1.65M Buy
10,580
+4,331
+69% +$624K 0.11% 29
2018
Q4
$824K Buy
6,249
+330
+6% +$45.6K 0.07% 31
2018
Q3
$888K Sell
5,919
-392
-6% -$55.7K 0.06% 31
2018
Q2
$836K Sell
6,311
-3
-0% -$386 0.06% 31
2018
Q1
$755K Buy
6,314
+3,101
+97% +$376K 0.06% 30
2017
Q4
$366K Buy
+3,213
New +$355K 0.03% 37

Other funds holding V

Saratoga Research & Investment Management's V Position: Q2 2026 in Review

Saratoga Research & Investment Management reduced its Visa (V) stake by 5.5% in Q2 2026, selling an estimated $2.76M and leaving 147,779 shares worth $50.7M. The position accounts for 2.77% of the portfolio, ranked #15.

Saratoga Research & Investment Management first reported a position in V in Q4 2017 and has held it in 35 quarters since. The position peaked at $67.7M in Q1 2024. 4,545 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Saratoga Research & Investment Management held 147,779 shares of Visa worth $50.7M as of Q2 2026.
  • Saratoga Research & Investment Management sold 8,594 Visa shares in Q2 2026, an estimated $2.76M.
  • Visa made up 2.77% of Saratoga Research & Investment Management's portfolio in Q2 2026, its #15 holding.
  • Saratoga Research & Investment Management first reported a position in Visa in Q4 2017 and has held it in 35 quarters since.
  • Saratoga Research & Investment Management's Visa position peaked at $67.7M in Q1 2024.
  • 4,545 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Saratoga Research & Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.