Vontobel Holding
V icon

Vontobel Holding’s Visa V Stock Holding History

Vontobel Holding’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 		$720K Buy
+2,100
New +$674K ﹤0.01% 925
2026
Q1 		– Sell
-19,100
Closed -$6.7M – 1515
2025
Q4 		$6.7M Buy
19,100
+10,600
+125% +$3.61M 0.02% 339
2025
Q3 		$2.9M Buy
8,500
+2,500
+42% +$865K 0.01% 480
2025
Q2 		$2.13M Buy
+6,000
New +$2.09M 0.01% 515
2021
Q1 		– Sell
-97,500
Closed -$20.2M – 1088
2020
Q4 		$20.2M Buy
+97,500
New +$20M 0.13% 113

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vontobel Holding's V Position: Q2 2026 in Review

Vontobel Holding reduced its Visa (V) stake by 18% in Q2 2026, selling an estimated $32.8M and leaving 463,186 shares worth $159M. The position accounts for 0.51% of the portfolio, ranked #53.

Vontobel Holding first reported a position in V in Q4 2020 and has held it in 23 quarters since. The position peaked at $241M in Q2 2024. 4,569 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Vontobel Holding held 463,186 shares of Visa worth $159M as of Q2 2026.
  • Vontobel Holding sold 102,074 Visa shares in Q2 2026, an estimated $32.8M.
  • Visa made up 0.51% of Vontobel Holding's portfolio in Q2 2026, its #53 holding.
  • Vontobel Holding first reported a position in Visa in Q4 2020 and has held it in 23 quarters since.
  • Vontobel Holding's Visa position peaked at $241M in Q2 2024.
  • 4,569 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.