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Sulzberger Capital Advisors’s Visa V Stock Holding History

Sulzberger Capital Advisors’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 		$452K Sell
1,317
-201
-13% -$64.5K 0.44% 36
2026
Q1 		$459K Buy
1,518
+333
+28% +$107K 0.47% 34
2025
Q4 		$416K Buy
1,185
+380
+47% +$129K 0.42% 35
2025
Q3 		$275K Hold
805
– – 0.31% 43
2025
Q2 		$286K Sell
805
-6
-0.7% -$2.09K 0.33% 43
2025
Q1 		$284K Buy
811
+38
+5% +$12.9K 0.37% 42
2024
Q4 		$244K Buy
+773
New +$232K 0.28% 52

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

Sulzberger Capital Advisors's V Position: Q2 2026 in Review

Sulzberger Capital Advisors reduced its Visa (V) stake by 13% in Q2 2026, selling an estimated $64.5K and leaving 1,317 shares worth $452K. The position accounts for 0.44% of the portfolio, ranked #36.

Sulzberger Capital Advisors first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $459K in Q1 2026. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Sulzberger Capital Advisors held 1,317 shares of Visa worth $452K as of Q2 2026.
  • Sulzberger Capital Advisors sold 201 Visa shares in Q2 2026, an estimated $64.5K.
  • Visa made up 0.44% of Sulzberger Capital Advisors's portfolio in Q2 2026, its #36 holding.
  • Sulzberger Capital Advisors first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Sulzberger Capital Advisors's Visa position peaked at $459K in Q1 2026.
  • 825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Sulzberger Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.