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Sellwood Investment Partners’s Visa V Stock Holding History

Sellwood Investment Partners’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 		$31.2K Hold
91
– – 0.01% 49
2026
Q1 		$27.5K Hold
91
– – 0.01% 47
2025
Q4 		$31.9K Sell
91
-61
-40% -$20.8K 0.01% 45
2025
Q3 		$51.9K Buy
+152
New +$52.6K 0.02% 50
2025
Q1 		– Sell
-129
Closed -$40.8K – 53
2024
Q4 		$40.8K Buy
+129
New +$38.8K 0.02% 37

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

Sellwood Investment Partners's V Position: Q2 2026 in Review

Sellwood Investment Partners held its Visa (V) position steady in Q2 2026 at 91 shares worth $31.2K. The position accounts for 0.01% of the portfolio, ranked #49.

Sellwood Investment Partners first reported a position in V in Q4 2024 and has held it in 5 quarters since. The position peaked at $51.9K in Q3 2025. 2,366 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Sellwood Investment Partners held 91 shares of Visa worth $31.2K as of Q2 2026.
  • Sellwood Investment Partners left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.01% of Sellwood Investment Partners's portfolio in Q2 2026, its #49 holding.
  • Sellwood Investment Partners first reported a position in Visa in Q4 2024 and has held it in 5 quarters since.
  • Sellwood Investment Partners's Visa position peaked at $51.9K in Q3 2025.
  • 2,366 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Sellwood Investment Partners's 13F filing for Q2 2026, filed 28 Jul 2026.