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Shaker Investments’s Visa V Stock Holding History

Shaker Investments’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
-7,172
Closed -$2.17M – 100
2026
Q1 		$2.17M Sell
7,172
-369
-5% -$119K 0.99% 32
2025
Q4 		$2.64M Sell
7,541
-38
-0.5% -$12.9K 1.1% 26
2025
Q3 		$2.59M Sell
7,579
-6
-0.1% -$2.08K 1.04% 29
2025
Q2 		$2.69M Sell
7,585
-320
-4% -$112K 1.1% 35
2025
Q1 		$2.77M Sell
7,905
-128
-2% -$43.3K 1.33% 27
2024
Q4 		$2.54M Sell
8,033
-52
-0.6% -$15.6K 1.06% 30
2024
Q3 		$2.22M Sell
8,085
-7,581
-48% -$2.05M 0.93% 37
2024
Q2 		$4.11M Sell
15,666
-3,812
-20% -$1.04M 1.79% 14
2024
Q1 		$5.44M Sell
19,478
-29
-0.1% -$8.01K 2.3% 8
2023
Q4 		$5.08M Sell
19,507
-23
-0.1% -$5.67K 2.37% 9
2023
Q3 		$4.49M Sell
19,530
-171
-0.9% -$41.1K 2.48% 10
2023
Q2 		$4.68M Sell
19,701
-3,915
-17% -$896K 2.39% 9
2023
Q1 		$5.32M Buy
23,616
+228
+1% +$50.7K 2.97% 6
2022
Q4 		$4.86M Buy
23,388
+211
+0.9% +$42.6K 3.02% 5
2022
Q3 		$4.12M Buy
23,177
+2,134
+10% +$434K 2.76% 5
2022
Q2 		$4.14M Buy
21,043
+4,186
+25% +$865K 2.63% 7
2022
Q1 		$3.74M Buy
16,857
+103
+0.6% +$22.3K 1.9% 16
2021
Q4 		$3.63M Buy
16,754
+19
+0.1% +$4.08K 1.56% 22
2021
Q3 		$3.73M Buy
16,735
+73
+0.4% +$17.1K 1.65% 20
2021
Q2 		$3.9M Buy
16,662
+16
+0.1% +$3.66K 1.8% 18
2021
Q1 		$3.52M Sell
16,646
-2,930
-15% -$617K 1.71% 18
2020
Q4 		$4.28M Buy
19,576
+101
+0.5% +$20.7K 2.16% 14
2020
Q3 		$3.89M Sell
19,475
-443
-2% -$88.5K 1.99% 15
2020
Q2 		$3.85M Buy
19,918
+78
+0.4% +$14.3K 2.19% 17
2020
Q1 		$3.2M Sell
19,840
-124
-0.6% -$23.4K 2.74% 10
2019
Q4 		$3.75M Sell
19,964
-20
-0.1% -$3.6K 2.23% 12
2019
Q3 		$3.44M Sell
19,984
-1,770
-8% -$315K 2.25% 13
2019
Q2 		$3.77M Buy
21,754
+2,072
+11% +$339K 2.51% 11
2019
Q1 		$3.07M Sell
19,682
-287
-1% -$41.4K 2.13% 14
2018
Q4 		$2.63M Sell
19,969
-3,760
-16% -$519K 2.29% 14
2018
Q3 		$3.56M Buy
23,729
+2,909
+14% +$414K 2.2% 13
2018
Q2 		$2.76M Buy
20,820
+5
+0% +$644 1.7% 16
2018
Q1 		$2.49M Buy
+20,815
New +$2.52M 1.54% 18

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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Shaker Investments's V Position: Q2 2026 in Review

Shaker Investments sold out of Visa (V) in Q2 2026, closing a stake of 7,172 shares — an estimated $2.17M sold.

Shaker Investments first reported a position in V in Q1 2018 and held it in 33 quarters. The position peaked at $5.44M in Q1 2024. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Shaker Investments reported no remaining Visa position as of Q2 2026 after selling out during the quarter.
  • Shaker Investments sold 7,172 Visa shares in Q2 2026, an estimated $2.17M.
  • Shaker Investments first reported a position in Visa in Q1 2018 and held it in 33 quarters.
  • Shaker Investments's Visa position peaked at $5.44M in Q1 2024.
  • 1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Shaker Investments's 13F filing for Q2 2026, filed 15 Jul 2026.