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Waddell & Associates’s Visa V Stock Holding History

Waddell & Associates’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 		$1.51M Buy
4,411
+742
+20% +$238K 0.07% 88
2026
Q1 		$1.11M Buy
3,669
+305
+9% +$98.1K 0.06% 105
2025
Q4 		$1.18M Sell
3,364
-591
-15% -$201K 0.08% 72
2025
Q3 		$1.35M Buy
3,955
+617
+18% +$214K 0.11% 58
2025
Q2 		$1.19M Buy
3,338
+399
+14% +$139K 0.13% 54
2025
Q1 		$1.03M Sell
2,939
-16
-0.5% -$5.41K 0.13% 49
2024
Q4 		$934K Sell
2,955
-6
-0.2% -$1.8K 0.1% 57
2024
Q3 		$814K Hold
2,961
– – 0.1% 61
2024
Q2 		$777K Sell
2,961
-4
-0.1% -$1.1K 0.1% 60
2024
Q1 		$827K Buy
2,965
+51
+2% +$14.1K 0.11% 54
2023
Q4 		$757K Sell
2,914
-352
-11% -$86.8K 0.1% 60
2023
Q3 		$751K Buy
3,266
+7
+0.2% +$1.68K 0.11% 61
2023
Q2 		$774K Sell
3,259
-28
-0.9% -$6.41K 0.11% 57
2023
Q1 		$741K Sell
3,287
-33
-1% -$7.34K 0.12% 59
2022
Q4 		$690K Buy
3,320
+339
+11% +$68.4K 0.12% 60
2022
Q3 		$530K Sell
2,981
-146
-5% -$29.7K 0.1% 63
2022
Q2 		$616K Buy
3,127
+45
+1% +$9.3K 0.13% 59
2022
Q1 		$684K Buy
3,082
+2
+0.1% +$433 0.11% 53
2021
Q4 		$667K Sell
3,080
-14
-0.5% -$3K 0.11% 55
2021
Q3 		$689K Buy
3,094
+1
+0% +$234 0.12% 51
2021
Q2 		$723 Buy
+3,093
New +$707K 0.11% 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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Waddell & Associates's V Position: Q2 2026 in Review

Waddell & Associates increased its Visa (V) stake by 20% in Q2 2026, buying an estimated $238K and bringing the position to 4,411 shares worth $1.51M. The position accounts for 0.07% of the portfolio, ranked #88.

Waddell & Associates first reported a position in V in Q2 2021 and has held it in 21 quarters since. 1,680 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Waddell & Associates held 4,411 shares of Visa worth $1.51M as of Q2 2026.
  • Waddell & Associates bought 742 Visa shares in Q2 2026, an estimated $238K.
  • Visa made up 0.07% of Waddell & Associates's portfolio in Q2 2026, its #88 holding.
  • Waddell & Associates first reported a position in Visa in Q2 2021 and has held it in 21 quarters since.
  • 1,680 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.