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Simon Quick Advisors’s Visa V Stock Holding History

Simon Quick Advisors’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 		$1.07M Buy
3,120
+875
+39% +$281K 0.04% 195
2026
Q1 		$679K Sell
2,245
-1,228
-35% -$395K 0.03% 220
2025
Q4 		$1.22M Buy
3,473
+224
+7% +$76.3K 0.05% 173
2025
Q3 		$1.11M Buy
3,249
+787
+32% +$272K 0.05% 182
2025
Q2 		$874K Sell
2,462
-11,876
-83% -$4.14M 0.04% 199
2025
Q1 		$5.02M Buy
14,338
+2,868
+25% +$970K 0.29% 41
2024
Q4 		$3.62M Buy
11,470
+534
+5% +$161K 0.22% 48
2024
Q3 		$3.01M Buy
10,936
+2,763
+34% +$747K 0.19% 60
2024
Q2 		$2.15M Sell
8,173
-568
-6% -$156K 0.15% 71
2024
Q1 		$2.44M Buy
8,741
+2,133
+32% +$589K 0.18% 67
2023
Q4 		$1.72M Sell
6,608
-154
-2% -$38K 0.15% 81
2023
Q3 		$1.56M Buy
6,762
+2,053
+44% +$493K 0.15% 80
2023
Q2 		$1.12M Buy
4,709
+973
+26% +$223K 0.1% 93
2023
Q1 		$842K Buy
3,736
+1,345
+56% +$299K 0.09% 105
2022
Q4 		$497K Buy
2,391
+920
+63% +$186K 0.06% 133
2022
Q3 		$261K Buy
1,471
+422
+40% +$85.9K 0.04% 162
2022
Q2 		$226K Sell
1,049
-1,334
-56% -$276K 0.03% 157
2022
Q1 		$529K Buy
2,383
+508
+27% +$110K 0.15% 61
2021
Q4 		$406K Sell
1,875
-1,036
-36% -$222K 0.11% 81
2021
Q3 		$648K Buy
2,911
+1,258
+76% +$295K 0.17% 64
2021
Q2 		$386K Sell
1,653
-61
-4% -$13.9K 0.1% 74
2021
Q1 		$363K Sell
1,714
-48
-3% -$10.1K 0.11% 74
2020
Q4 		$386K Sell
1,762
-194
-10% -$39.7K 0.12% 71
2020
Q3 		$391K Buy
1,956
+419
+27% +$83.7K 0.11% 58
2020
Q2 		$297K Buy
1,537
+151
+11% +$27.6K 0.11% 62
2020
Q1 		$223K Sell
1,386
-211
-13% -$39.7K 0.08% 75
2019
Q4 		$300K Buy
1,597
+1,007
+171% +$181K 0.11% 72
2019
Q3 		$102K Sell
590
-18
-3% -$3.21K 0.05% 115
2019
Q2 		$106K Buy
608
+4
+0.7% +$655 0.05% 86
2019
Q1 		$94K Buy
604
+100
+20% +$14.4K 0.04% 122
2018
Q4 		$66K Sell
504
-318
-39% -$43.9K 0.02% 155
2018
Q3 		$123K Sell
822
-51
-6% -$7.25K 0.05% 100
2018
Q2 		$115K Sell
873
-873
-50% -$112K 0.05% 109
2018
Q1 		$209K Buy
1,746
+94
+6% +$11.4K 0.09% 75
2017
Q4 		$205K Buy
1,652
+605
+58% +$66.8K 0.09% 94
2017
Q3 		$110K Buy
+1,047
New +$106K 0.04% 179
2017
Q1 		– Sell
-13,004
Closed -$1.01M – 385
2016
Q4 		$1.01M Buy
+13,004
New +$1.05M 0.76% 22

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

Simon Quick Advisors's V Position: Q2 2026 in Review

Simon Quick Advisors increased its Visa (V) stake by 39% in Q2 2026, buying an estimated $281K and bringing the position to 3,120 shares worth $1.07M. The position accounts for 0.04% of the portfolio, ranked #195.

Simon Quick Advisors first reported a position in V in Q4 2016 and has held it in 37 quarters since. The position peaked at $5.02M in Q1 2025. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Simon Quick Advisors held 3,120 shares of Visa worth $1.07M as of Q2 2026.
  • Simon Quick Advisors bought 875 Visa shares in Q2 2026, an estimated $281K.
  • Visa made up 0.04% of Simon Quick Advisors's portfolio in Q2 2026, its #195 holding.
  • Simon Quick Advisors first reported a position in Visa in Q4 2016 and has held it in 37 quarters since.
  • Simon Quick Advisors's Visa position peaked at $5.02M in Q1 2025.
  • 2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.