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SteelPeak Wealth’s Visa V Stock Holding History

SteelPeak Wealth’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 		$11.8M Buy
34,369
+2,604
+8% +$836K 0.31% 74
2026
Q1 		$9.6M Buy
31,765
+5,745
+22% +$1.85M 0.29% 83
2025
Q4 		$9.13M Sell
26,020
-3,147
-11% -$1.07M 0.3% 73
2025
Q3 		$9.96M Buy
29,167
+9,056
+45% +$3.13M 0.33% 72
2025
Q2 		$7.14M Sell
20,111
-4,389
-18% -$1.53M 0.28% 81
2025
Q1 		$8.59M Buy
24,500
+339
+1% +$115K 0.36% 66
2024
Q4 		$7.64M Sell
24,161
-206
-0.8% -$61.9K 0.31% 70
2024
Q3 		$6.7M Buy
24,367
+5,151
+27% +$1.39M 0.29% 73
2024
Q2 		$5.04M Buy
19,216
+4,477
+30% +$1.23M 0.23% 86
2024
Q1 		$4.11M Buy
14,739
+1,626
+12% +$449K 0.21% 91
2023
Q4 		$3.41M Sell
13,113
-372
-3% -$91.7K 0.2% 97
2023
Q3 		$3.1M Sell
13,485
-457
-3% -$110K 0.19% 106
2023
Q2 		$3.31M Buy
13,942
+9,860
+242% +$2.26M 0.2% 89
2023
Q1 		$920K Buy
4,082
+118
+3% +$26.3K 0.06% 170
2022
Q4 		$824K Sell
3,964
-971
-20% -$196K 0.06% 189
2022
Q3 		$877K Sell
4,935
-97
-2% -$19.7K 0.07% 181
2022
Q2 		$991K Sell
5,032
-1,533
-23% -$317K 0.07% 171
2022
Q1 		$1.46M Sell
6,565
-15,683
-70% -$3.39M 0.08% 147
2021
Q4 		$4.82M Buy
22,248
+10,760
+94% +$2.31M 0.27% 80
2021
Q3 		$2.56M Buy
11,488
+3,675
+47% +$862K 0.17% 98
2021
Q2 		$1.83M Sell
7,813
-1,196
-13% -$273K 0.13% 120
2021
Q1 		$1.91M Buy
9,009
+672
+8% +$141K 0.15% 105
2020
Q4 		$1.82M Buy
8,337
+867
+12% +$177K 0.17% 105
2020
Q3 		$1.49M Buy
7,470
+556
+8% +$111K 0.16% 102
2020
Q2 		$1.34M Sell
6,914
-15,014
-68% -$2.74M 0.17% 98
2020
Q1 		$3.53M Buy
21,928
+10,926
+99% +$2.06M 0.56% 53
2019
Q4 		$2.07M Buy
+11,002
New +$1.98M 0.28% 77

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SteelPeak Wealth's V Position: Q2 2026 in Review

SteelPeak Wealth increased its Visa (V) stake by 8.2% in Q2 2026, buying an estimated $836K and bringing the position to 34,369 shares worth $11.8M. The position accounts for 0.31% of the portfolio, ranked #74.

SteelPeak Wealth first reported a position in V in Q4 2019 and has held it in 27 quarters since. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • SteelPeak Wealth held 34,369 shares of Visa worth $11.8M as of Q2 2026.
  • SteelPeak Wealth bought 2,604 Visa shares in Q2 2026, an estimated $836K.
  • Visa made up 0.31% of SteelPeak Wealth's portfolio in Q2 2026, its #74 holding.
  • SteelPeak Wealth first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.