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SWS Partners’s Visa V Stock Holding History

SWS Partners’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 		$319K Buy
929
+2
+0.2% +$642 0.07% 101
2026
Q1 		$280K Buy
927
+2
+0.2% +$643 0.07% 107
2025
Q4 		$325K Sell
925
-84
-8% -$28.6K 0.08% 109
2025
Q3 		$344K Sell
1,009
-25
-2% -$8.65K 0.08% 112
2025
Q2 		$367K Buy
+1,034
New +$360K 0.1% 110
2025
Q1 		– Sell
-889
Closed -$281K – 114
2024
Q4 		$281K Buy
889
+1
+0.1% +$301 0.09% 112
2024
Q3 		$244K Buy
888
+3
+0.3% +$811 0.08% 113
2024
Q2 		$232K Sell
885
-21
-2% -$5.76K 0.07% 111
2024
Q1 		$253K Buy
906
+23
+3% +$6.35K 0.08% 109
2023
Q4 		$230K Buy
883
+2
+0.2% +$493 0.07% 110
2023
Q3 		$203K Sell
881
-39
-4% -$9.37K 0.07% 115
2023
Q2 		$218K Buy
+920
New +$211K 0.08% 111
2022
Q1 		– Sell
-1,234
Closed -$268K – 116
2021
Q4 		$268K Buy
1,234
+200
+19% +$42.9K 0.15% 72
2021
Q3 		$230K Hold
1,034
– – 0.14% 78
2021
Q2 		$242K Sell
1,034
-219
-17% -$50.1K 0.16% 73
2021
Q1 		$265K Sell
1,253
-73
-6% -$15.4K 0.18% 78
2020
Q4 		$290K Buy
1,326
+77
+6% +$15.8K 0.13% 109
2020
Q3 		$250K Buy
+1,249
New +$249K 0.13% 108
2019
Q3 		$539K Buy
2,992
+4
+0.1% +$712 0.32% 70
2019
Q2 		$539K Buy
+2,988
New +$489K 0.34% 74
2018
Q4 		$458K Buy
3,472
+6
+0.2% +$829 0.35% 63
2018
Q3 		$520K Buy
3,466
+5
+0.1% +$711 0.33% 65
2018
Q2 		$458K Sell
3,461
-428
-11% -$55.1K 0.32% 62
2018
Q1 		$460K Sell
3,889
-183
-4% -$22.2K 0.34% 56
2017
Q4 		$464K Buy
+4,072
New +$450K 0.35% 54

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

SWS Partners's V Position: Q2 2026 in Review

SWS Partners increased its Visa (V) stake by 0.22% in Q2 2026, buying an estimated $642 and bringing the position to 929 shares worth $319K. The position accounts for 0.07% of the portfolio, ranked #101.

SWS Partners first reported a position in V in Q4 2017 and has held it in 25 quarters since. The position peaked at $539K in Q3 2019. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • SWS Partners held 929 shares of Visa worth $319K as of Q2 2026.
  • SWS Partners bought 2 Visa shares in Q2 2026, an estimated $642.
  • Visa made up 0.07% of SWS Partners's portfolio in Q2 2026, its #101 holding.
  • SWS Partners first reported a position in Visa in Q4 2017 and has held it in 25 quarters since.
  • SWS Partners's Visa position peaked at $539K in Q3 2019.
  • 2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.