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Stolper & Co’s Visa V Stock Holding History

Stolper & Co’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
-2,799
Closed -$846K – 95
2026
Q1 		$846K Buy
+2,799
New +$900K 0.24% 66

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stolper & Co's V Position: Q2 2026 in Review

Stolper & Co sold out of Visa (V) in Q2 2026, closing a stake of 2,799 shares — an estimated $846K sold.

Stolper & Co first reported a position in V in Q1 2026 and held it in 1 quarter. The position peaked at $846K in Q1 2026. 946 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Stolper & Co reported no remaining Visa position as of Q2 2026 after selling out during the quarter.
  • Stolper & Co sold 2,799 Visa shares in Q2 2026, an estimated $846K.
  • Stolper & Co first reported a position in Visa in Q1 2026 and held it in 1 quarter.
  • Stolper & Co's Visa position peaked at $846K in Q1 2026.
  • 946 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Stolper & Co's 13F filing for Q2 2026, filed 14 Jul 2026.