SW
V icon

StrongBox Wealth’s Visa V Stock Holding History

StrongBox 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 		$8.25M Buy
24,060
+198
+0.8% +$63.6K 2.35% 11
2026
Q1 		$7.21M Buy
23,862
+1,377
+6% +$443K 2.31% 15
2025
Q4 		$7.89M Buy
22,485
+470
+2% +$160K 2.59% 12
2025
Q3 		$7.52M Buy
22,015
+1,323
+6% +$458K 2.54% 15
2025
Q2 		$7.35M Buy
20,692
+596
+3% +$208K 2.79% 11
2025
Q1 		$7.04M Sell
20,096
-545
-3% -$184K 2.94% 9
2024
Q4 		$6.52M Sell
20,641
-909
-4% -$273K 2.76% 13
2024
Q3 		$5.93M Buy
21,550
+481
+2% +$130K 2.54% 13
2024
Q2 		$5.53M Buy
21,069
+1,891
+10% +$518K 2.61% 13
2024
Q1 		$5.35M Buy
19,178
+869
+5% +$240K 2.82% 11
2023
Q4 		$4.77M Buy
18,309
+749
+4% +$185K 2.78% 9
2023
Q3 		$4.04M Buy
17,560
+233
+1% +$56K 2.57% 11
2023
Q2 		$4.11M Buy
17,327
+423
+3% +$96.8K 2.6% 8
2023
Q1 		$3.81M Sell
16,904
-106
-0.6% -$23.6K 2.56% 9
2022
Q4 		$3.53M Sell
17,010
-1,020
-6% -$206K 2.5% 10
2022
Q3 		$3.2M Sell
18,030
-1,543
-8% -$314K 2.32% 13
2022
Q2 		$3.85M Buy
19,573
+324
+2% +$67K 2.49% 12
2022
Q1 		$4.27M Buy
19,249
+118
+0.6% +$25.5K 2.43% 10
2021
Q4 		$4.15M Buy
19,131
+944
+5% +$203K 2.07% 14
2021
Q3 		$4.05M Buy
18,187
+246
+1% +$57.7K 2.27% 12
2021
Q2 		$4.2M Buy
17,941
+370
+2% +$84.6K 2.4% 12
2021
Q1 		$3.72M Buy
17,571
+2,072
+13% +$436K 2.31% 14
2020
Q4 		$3.39M Buy
15,499
+786
+5% +$161K 2.2% 15
2020
Q3 		$2.94M Buy
14,713
+1,032
+8% +$206K 2.15% 17
2020
Q2 		$2.64M Buy
13,681
+1,006
+8% +$184K 2.41% 14
2020
Q1 		$2.04M Buy
+12,675
New +$2.39M 2.32% 14

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

StrongBox Wealth's V Position: Q2 2026 in Review

StrongBox Wealth increased its Visa (V) stake by 0.83% in Q2 2026, buying an estimated $63.6K and bringing the position to 24,060 shares worth $8.25M. The position accounts for 2.35% of the portfolio, ranked #11.

StrongBox Wealth first reported a position in V in Q1 2020 and has held it in 26 quarters since. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • StrongBox Wealth held 24,060 shares of Visa worth $8.25M as of Q2 2026.
  • StrongBox Wealth bought 198 Visa shares in Q2 2026, an estimated $63.6K.
  • Visa made up 2.35% of StrongBox Wealth's portfolio in Q2 2026, its #11 holding.
  • StrongBox Wealth first reported a position in Visa in Q1 2020 and has held it in 26 quarters since.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.