UIA
V icon

Ulland Investment Advisors’s Visa V Stock Holding History

Ulland Investment 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 		$2.44M Sell
7,124
-30
-0.4% -$9.63K 1.8% 15
2026
Q1 		$2.16M Sell
7,154
-79
-1% -$25.4K 1.85% 15
2025
Q4 		$2.54M Sell
7,233
-295
-4% -$101K 2.03% 14
2025
Q3 		$2.57M Buy
7,528
+49
+0.7% +$17K 1.93% 16
2025
Q2 		$2.65M Sell
7,479
-1,930
-21% -$673K 2.03% 15
2025
Q1 		$3.3M Sell
9,409
-3,641
-28% -$1.23M 2.76% 12
2024
Q4 		$4.12M Buy
13,050
+41
+0.3% +$12.3K 2.63% 13
2024
Q3 		$3.58M Sell
13,009
-166
-1% -$44.9K 2.62% 12
2024
Q2 		$3.46M Sell
13,175
-107
-0.8% -$29.3K 2.4% 13
2024
Q1 		$3.71M Sell
13,282
-46
-0.3% -$12.7K 2.96% 13
2023
Q4 		$3.47M Sell
13,328
-196
-1% -$48.3K 3.5% 11
2023
Q3 		$3.11M Sell
13,524
-446
-3% -$107K 3.42% 10
2023
Q2 		$3.32M Sell
13,970
-264
-2% -$60.4K 3.41% 10
2023
Q1 		$3.21M Sell
14,234
-530
-4% -$118K 3.77% 7
2022
Q4 		$3.07M Sell
14,764
-380
-3% -$76.6K 3.66% 8
2022
Q3 		$2.69M Sell
15,144
-105
-0.7% -$21.4K 2.94% 11
2022
Q2 		$3M Sell
15,249
-75
-0.5% -$15.5K 3.07% 10
2022
Q1 		$3.4M Buy
15,324
+305
+2% +$66K 2.55% 18
2021
Q4 		$3.25M Buy
+15,019
New +$3.22M 2.08% 17

Other funds holding V

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Ulland Investment Advisors's V Position: Q2 2026 in Review

Ulland Investment Advisors reduced its Visa (V) stake by 0.42% in Q2 2026, selling an estimated $9.63K and leaving 7,124 shares worth $2.44M. The position accounts for 1.8% of the portfolio, ranked #15.

Ulland Investment Advisors first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.12M in Q4 2024. 2,239 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Ulland Investment Advisors held 7,124 shares of Visa worth $2.44M as of Q2 2026.
  • Ulland Investment Advisors sold 30 Visa shares in Q2 2026, an estimated $9.63K.
  • Visa made up 1.8% of Ulland Investment Advisors's portfolio in Q2 2026, its #15 holding.
  • Ulland Investment Advisors first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • Ulland Investment Advisors's Visa position peaked at $4.12M in Q4 2024.
  • 2,239 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.