Shearwater Capital’s Visa V Stock Holding History

Shearwater Capital’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	-723	Closed	-$219K	–	71
2026 Q1	$219K	Buy	+723	New	+$232K	0.11%	64

Other funds holding V

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Shearwater Capital's V Position: Q2 2026 in Review

Shearwater Capital sold out of Visa (V) in Q2 2026, closing a stake of 723 shares — an estimated $219K sold.

Shearwater Capital first reported a position in V in Q1 2026 and held it in 1 quarter. The position peaked at $219K in Q1 2026. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

Shearwater Capital reported no remaining Visa position as of Q2 2026 after selling out during the quarter.
Shearwater Capital sold 723 Visa shares in Q2 2026, an estimated $219K.
Shearwater Capital first reported a position in Visa in Q1 2026 and held it in 1 quarter.
Shearwater Capital's Visa position peaked at $219K in Q1 2026.
2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Shearwater Capital's 13F filing for Q2 2026, filed 8 Jul 2026.