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Studio Investment Management’s Visa V Stock Holding History

Studio Investment Management’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 		$539K Sell
1,572
-5
-0.3% -$1.6K 0.09% 127
2026
Q1 		$477K Buy
1,577
+14
+0.9% +$4.5K 0.09% 121
2025
Q4 		$548K Sell
1,563
-259
-14% -$88.2K 0.1% 116
2025
Q3 		$622K Buy
1,822
+3
+0.2% +$1.04K 0.12% 110
2025
Q2 		$646K Sell
1,819
-44
-2% -$15.3K 0.13% 106
2025
Q1 		$653K Sell
1,863
-93
-5% -$31.5K 0.14% 101
2024
Q4 		$618K Sell
1,956
-6
-0.3% -$1.8K 0.13% 100
2024
Q3 		$539K Buy
1,962
+68
+4% +$18.4K 0.11% 107
2024
Q2 		$497K Buy
1,894
+28
+2% +$7.67K 0.11% 102
2024
Q1 		$521K Buy
1,866
+99
+6% +$27.3K 0.12% 101
2023
Q4 		$460K Sell
1,767
-261
-13% -$64.3K 0.12% 98
2023
Q3 		$466K Sell
2,028
-209
-9% -$50.2K 0.13% 89
2023
Q2 		$531K Buy
2,237
+308
+16% +$70.5K 0.15% 75
2023
Q1 		$435K Buy
1,929
+15
+0.8% +$3.34K 0.13% 83
2022
Q4 		$398K Buy
1,914
+81
+4% +$16.3K 0.13% 89
2022
Q3 		$326K Buy
1,833
+37
+2% +$7.53K 0.12% 101
2022
Q2 		$354K Buy
+1,796
New +$371K 0.12% 96

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

Studio Investment Management's V Position: Q2 2026 in Review

Studio Investment Management reduced its Visa (V) stake by 0.32% in Q2 2026, selling an estimated $1.6K and leaving 1,572 shares worth $539K. The position accounts for 0.09% of the portfolio, ranked #127.

Studio Investment Management first reported a position in V in Q2 2022 and has held it in 17 quarters since. The position peaked at $653K in Q1 2025. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Studio Investment Management held 1,572 shares of Visa worth $539K as of Q2 2026.
  • Studio Investment Management sold 5 Visa shares in Q2 2026, an estimated $1.6K.
  • Visa made up 0.09% of Studio Investment Management's portfolio in Q2 2026, its #127 holding.
  • Studio Investment Management first reported a position in Visa in Q2 2022 and has held it in 17 quarters since.
  • Studio Investment Management's Visa position peaked at $653K in Q1 2025.
  • 2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.