UAS
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United Asset Strategies’s Visa V Stock Holding History

United Asset Strategies’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 		$4.58M Sell
13,363
-201
-1% -$64.5K 0.32% 70
2026
Q1 		$4.1M Sell
13,564
-335
-2% -$108K 0.33% 68
2025
Q4 		$4.87M Buy
13,899
+307
+2% +$105K 0.38% 61
2025
Q3 		$4.64M Sell
13,592
-195
-1% -$67.5K 0.37% 61
2025
Q2 		$4.89M Buy
13,787
+1,003
+8% +$350K 0.42% 59
2025
Q1 		$4.48M Sell
12,784
-2,486
-16% -$841K 0.42% 61
2024
Q4 		$4.83M Buy
15,270
+423
+3% +$127K 0.44% 56
2024
Q3 		$4.08M Buy
14,847
+485
+3% +$131K 0.38% 60
2024
Q2 		$3.77M Buy
14,362
+3,181
+28% +$872K 0.37% 64
2024
Q1 		$3.12M Sell
11,181
-330
-3% -$91.1K 0.31% 67
2023
Q4 		$3M Buy
11,511
+253
+2% +$62.4K 0.34% 66
2023
Q3 		$2.59M Buy
11,258
+353
+3% +$84.9K 0.33% 73
2023
Q2 		$2.59M Buy
10,905
+5,508
+102% +$1.26M 0.32% 69
2023
Q1 		$1.22M Buy
5,397
+25
+0.5% +$5.57K 0.16% 123
2022
Q4 		$1.12M Buy
5,372
+622
+13% +$125K 0.16% 126
2022
Q3 		$844K Buy
4,750
+576
+14% +$117K 0.13% 134
2022
Q2 		$822K Buy
4,174
+2,331
+126% +$482K 0.12% 135
2022
Q1 		$409K Sell
1,843
-612
-25% -$132K 0.05% 163
2021
Q4 		$532K Buy
2,455
+67
+3% +$14.4K 0.06% 150
2021
Q3 		$532K Sell
2,388
-5
-0.2% -$1.17K 0.07% 142
2021
Q2 		$560K Sell
2,393
-133
-5% -$30.4K 0.07% 140
2021
Q1 		$535K Sell
2,526
-550
-18% -$116K 0.08% 142
2020
Q4 		$673K Buy
3,076
+483
+19% +$98.8K 0.11% 132
2020
Q3 		$519K Sell
2,593
-256
-9% -$51.1K 0.1% 136
2020
Q2 		$550K Sell
2,849
-413
-13% -$75.5K 0.11% 123
2020
Q1 		$526K Sell
3,262
-425
-12% -$80.1K 0.13% 118
2019
Q4 		$693K Buy
3,687
+34
+0.9% +$6.13K 0.13% 127
2019
Q3 		$628K Buy
3,653
+703
+24% +$125K 0.14% 123
2019
Q2 		$512K Buy
2,950
+325
+12% +$53.2K 0.12% 135
2019
Q1 		$410K Sell
2,625
-95
-3% -$13.7K 0.1% 154
2018
Q4 		$359K Sell
2,720
-41
-1% -$5.66K 0.1% 146
2018
Q3 		$414K Sell
2,761
-10,066
-78% -$1.43M 0.1% 153
2018
Q2 		$1.7M Buy
12,827
+1,091
+9% +$140K 0.45% 65
2018
Q1 		$1.4M Buy
11,736
+140
+1% +$17K 0.41% 64
2017
Q4 		$1.32M Buy
+11,596
New +$1.28M 0.35% 74
2017
Q3 		– Sell
-8,071
Closed -$757K – 167
2017
Q2 		$757K Buy
8,071
+3,873
+92% +$359K 0.22% 86
2017
Q1 		$373K Buy
4,198
+1,577
+60% +$136K 0.11% 104
2016
Q4 		$204K Sell
2,621
-342
-12% -$27.5K 0.07% 137
2016
Q3 		$245K Sell
2,963
-183
-6% -$14.7K 0.09% 122
2016
Q2 		$233K Buy
+3,146
New +$246K 0.09% 124
2016
Q1 		– Sell
-2,745
Closed -$213K – 143
2015
Q4 		$213K Buy
+2,745
New +$213K 0.09% 126
2013
Q3 		– Sell
-4,684
Closed -$214K – 96
2013
Q2 		$214K Buy
+4,684
New +$205K 0.14% 86

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

United Asset Strategies's V Position: Q2 2026 in Review

United Asset Strategies reduced its Visa (V) stake by 1.5% in Q2 2026, selling an estimated $64.5K and leaving 13,363 shares worth $4.58M. The position accounts for 0.32% of the portfolio, ranked #70.

United Asset Strategies first reported a position in V in Q2 2013 and has held it in 42 quarters since. The position peaked at $4.89M in Q2 2025. 1,452 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • United Asset Strategies held 13,363 shares of Visa worth $4.58M as of Q2 2026.
  • United Asset Strategies sold 201 Visa shares in Q2 2026, an estimated $64.5K.
  • Visa made up 0.32% of United Asset Strategies's portfolio in Q2 2026, its #70 holding.
  • United Asset Strategies first reported a position in Visa in Q2 2013 and has held it in 42 quarters since.
  • United Asset Strategies's Visa position peaked at $4.89M in Q2 2025.
  • 1,452 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.