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Sterling Investment Advisors (Pennsylvania)’s Visa V Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$7.09M Sell
20,668
-442
-2% -$142K 1.18% 21
2026
Q1 		$6.38M Sell
21,110
-329
-2% -$106K 1.16% 25
2025
Q4 		$7.52M Buy
21,439
+181
+0.9% +$61.7K 1.38% 18
2025
Q3 		$7.26M Sell
21,258
-19
-0.1% -$6.58K 1.41% 21
2025
Q2 		$7.55M Buy
21,277
+179
+0.8% +$62.4K 1.66% 16
2025
Q1 		$7.39M Buy
21,098
+428
+2% +$145K 1.78% 14
2024
Q4 		$6.53M Sell
20,670
-144
-0.7% -$43.3K 1.58% 18
2024
Q3 		$5.72M Sell
20,814
-3
-0% -$811 1.45% 20
2024
Q2 		$5.46M Sell
20,817
-24
-0.1% -$6.58K 1.48% 19
2024
Q1 		$5.82M Buy
20,841
+15
+0.1% +$4.14K 1.64% 19
2023
Q4 		$5.42M Sell
20,826
-363
-2% -$89.5K 1.69% 17
2023
Q3 		$4.87M Sell
21,189
-359
-2% -$86.3K 1.7% 14
2023
Q2 		$5.12M Sell
21,548
-503
-2% -$115K 1.69% 14
2023
Q1 		$4.97M Sell
22,051
-182
-0.8% -$40.5K 1.68% 15
2022
Q4 		$4.62M Sell
22,233
-594
-3% -$120K 1.65% 15
2022
Q3 		$4.05M Buy
22,827
+22,441
+5,814% +$4.57M 1.52% 17
2022
Q2 		$32K Buy
386
+177
+85% +$36.6K 0.01% 278
2022
Q1 		$17K Buy
209
+3
+1% +$649 ﹤0.01% 380
2021
Q4 		$17K Buy
206
+3
+1% +$644 ﹤0.01% 386
2021
Q3 		$15K Buy
203
+2
+1% +$469 ﹤0.01% 405
2021
Q2 		$15K Buy
201
+3
+2% +$686 ﹤0.01% 396
2021
Q1 		$14K Buy
198
+3
+2% +$631 ﹤0.01% 379
2020
Q4 		$14K Buy
195
+3
+2% +$614 ﹤0.01% 339
2020
Q3 		$12K Buy
192
+4
+2% +$799 ﹤0.01% 339
2020
Q2 		$12K Buy
188
+3
+2% +$548 0.01% 333
2020
Q1 		$10K Buy
185
+2
+1% +$377 0.01% 313
2019
Q4 		$14K Buy
183
+2
+1% +$360 0.01% 324
2019
Q3 		$16K Buy
181
+2
+1% +$356 0.01% 313
2019
Q2 		$15K Buy
179
+2
+1% +$327 0.01% 324
2019
Q1 		$14K Buy
177
+3
+2% +$432 0.01% 320
2018
Q4 		$11K Buy
174
+3
+2% +$414 0.01% 323
2018
Q3 		$11K Buy
171
+3
+2% +$427 0.01% 356
2018
Q2 		$11K Buy
168
+2
+1% +$257 0.01% 326
2018
Q1 		$10K Buy
166
+2
+1% +$242 0.01% 319
2017
Q4 		$11K Buy
164
+3
+2% +$331 0.01% 296
2017
Q3 		$11K Buy
161
+2
+1% +$203 0.01% 295
2017
Q2 		$10K Buy
159
+3
+2% +$278 0.01% 300
2017
Q1 		$10K Buy
156
+2
+1% +$172 0.01% 288
2016
Q4 		$9K Buy
+154
New +$12.4K 0.01% 254

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

Sterling Investment Advisors (Pennsylvania)'s V Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) reduced its Visa (V) stake by 2.1% in Q2 2026, selling an estimated $142K and leaving 20,668 shares worth $7.09M. The position accounts for 1.18% of the portfolio, ranked #21.

Sterling Investment Advisors (Pennsylvania) first reported a position in V in Q4 2016 and has held it in 39 quarters since. The position peaked at $7.55M in Q2 2025. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 20,668 shares of Visa worth $7.09M as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) sold 442 Visa shares in Q2 2026, an estimated $142K.
  • Visa made up 1.18% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #21 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Visa in Q4 2016 and has held it in 39 quarters since.
  • Sterling Investment Advisors (Pennsylvania)'s Visa position peaked at $7.55M in Q2 2025.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.