VP
V icon

Verum Partners’s Visa V Stock Holding History

Verum 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 		$1.08M Buy
3,136
+560
+22% +$180K 0.16% 78
2026
Q1 		$778K Buy
2,576
+321
+14% +$103K 0.15% 84
2025
Q4 		$791K Sell
2,255
-17
-0.7% -$5.79K 0.16% 71
2025
Q3 		$776K Buy
2,272
+165
+8% +$57.1K 0.16% 73
2025
Q2 		$748K Buy
2,107
+460
+28% +$160K 0.17% 73
2025
Q1 		$577K Buy
1,647
+25
+2% +$8.46K 0.16% 73
2024
Q4 		$513K Buy
1,622
+62
+4% +$18.6K 0.15% 86
2024
Q3 		$429K Sell
1,560
-41
-3% -$11.1K 0.13% 101
2024
Q2 		$420K Buy
1,601
+90
+6% +$24.7K 0.14% 91
2024
Q1 		$422K Buy
1,511
+22
+1% +$6.07K 0.15% 92
2023
Q4 		$388K Sell
1,489
-16
-1% -$3.94K 0.15% 90
2023
Q3 		$346K Sell
1,505
-592
-28% -$142K 0.15% 89
2023
Q2 		$498K Buy
+2,097
New +$480K 0.45% 48

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
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
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

Verum Partners's V Position: Q2 2026 in Review

Verum Partners increased its Visa (V) stake by 22% in Q2 2026, buying an estimated $180K and bringing the position to 3,136 shares worth $1.08M. The position accounts for 0.16% of the portfolio, ranked #78.

Verum Partners first reported a position in V in Q2 2023 and has held it in 13 quarters since. 1,193 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Verum Partners held 3,136 shares of Visa worth $1.08M as of Q2 2026.
  • Verum Partners bought 560 Visa shares in Q2 2026, an estimated $180K.
  • Visa made up 0.16% of Verum Partners's portfolio in Q2 2026, its #78 holding.
  • Verum Partners first reported a position in Visa in Q2 2023 and has held it in 13 quarters since.
  • 1,193 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.