Waverton Investment Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-1,121,755
| Closed | -$383M | – | 91 |
|
|
2025
Q3 | $383M | Buy |
1,121,755
+196,342
| +21% | +$68M | 4.92% | 4 |
|
|
2025
Q2 | $328M | Buy |
925,413
+18,675
| +2% | +$6.51M | 4.52% | 4 |
|
|
2025
Q1 | $318M | Sell |
906,738
-5,163
| -0.6% | -$1.75M | 4.92% | 4 |
|
|
2024
Q4 | $288M | Sell |
911,901
-9,639
| -1% | -$2.9M | 4.59% | 4 |
|
|
2024
Q3 | $253M | Buy |
921,540
+42,771
| +5% | +$11.6M | 4.16% | 6 |
|
|
2024
Q2 | $231M | Buy |
878,769
+30,902
| +4% | +$8.47M | 4.34% | 6 |
|
|
2024
Q1 | $236M | Buy |
847,867
+20,619
| +2% | +$5.69M | 4.91% | 3 |
|
|
2023
Q4 | $216M | Buy |
827,248
+4,280
| +0.5% | +$1.05M | 5.23% | 2 |
|
|
2023
Q3 | $189M | Buy |
822,968
+21
| +0% | +$5.05K | 5.48% | 3 |
|
|
2023
Q2 | $195M | Buy |
822,947
+35,293
| +4% | +$8.08M | 5.55% | 2 |
|
|
2023
Q1 | $178M | Sell |
787,654
-51,223
| -6% | -$11.4M | 5.48% | 3 |
|
|
2022
Q4 | $174M | Buy |
838,877
+36,111
| +4% | +$7.28M | 6.4% | 2 |
|
|
2022
Q3 | $143M | Buy |
802,766
+76,320
| +11% | +$15.5M | 5.83% | 2 |
|
|
2022
Q2 | $143M | Buy |
726,446
+80,733
| +13% | +$16.7M | 5.57% | 4 |
|
|
2022
Q1 | $143M | Buy |
645,713
+26,908
| +4% | +$5.82M | 4.83% | 7 |
|
|
2021
Q4 | $134M | Buy |
618,805
+45,444
| +8% | +$9.76M | 4.25% | 12 |
|
|
2021
Q3 | $128M | Buy |
573,361
+17,402
| +3% | +$4.08M | 5.04% | 6 |
|
|
2021
Q2 | $130M | Buy |
555,959
+31,452
| +6% | +$7.19M | 5.05% | 7 |
|
|
2021
Q1 | $111M | Buy |
524,507
+116,024
| +28% | +$24.4M | 4.82% | 9 |
|
|
2020
Q4 | $89.3M | Sell |
408,483
-17,855
| -4% | -$3.65M | 4.12% | 12 |
|
|
2020
Q3 | $85.3M | Buy |
426,338
+8,616
| +2% | +$1.72M | 4.23% | 10 |
|
|
2020
Q2 | $80.7M | Sell |
417,722
-12,512
| -3% | -$2.29M | 4.38% | 12 |
|
|
2020
Q1 | $69.3M | Sell |
430,234
-19,485
| -4% | -$3.67M | 4.49% | 9 |
|
|
2019
Q4 | $84.5M | Sell |
449,719
-43,298
| -9% | -$7.8M | 4.37% | 12 |
|
|
2019
Q3 | $84.8M | Sell |
493,017
-227,569
| -32% | -$40.5M | 4.33% | 12 |
|
|
2019
Q2 | $125M | Buy |
720,586
+23,811
| +3% | +$3.9M | 6.3% | 4 |
|
|
2019
Q1 | $109M | Sell |
696,775
-20,249
| -3% | -$2.92M | 5.68% | 4 |
|
|
2018
Q4 | $94.6M | Sell |
717,024
-43,062
| -6% | -$5.95M | 5.73% | 5 |
|
|
2018
Q3 | $114M | Buy |
760,086
+6,661
| +0.9% | +$947K | 5.61% | 5 |
|
|
2018
Q2 | $99.8M | Sell |
753,425
-12,068
| -2% | -$1.55M | 5.83% | 5 |
|
|
2018
Q1 | $91.6M | Sell |
765,493
-31,619
| -4% | -$3.83M | 5.37% | 7 |
|
|
2017
Q4 | $90.9M | Buy |
797,112
+108,667
| +16% | +$12M | 5.32% | 8 |
|
|
2017
Q3 | $72.5M | Buy |
688,445
+200,939
| +41% | +$20.4M | 4.5% | 12 |
|
|
2017
Q2 | $45.7M | Buy |
487,506
+110,207
| +29% | +$10.2M | 2.98% | 16 |
|
|
2017
Q1 | $33.5M | Buy |
377,299
+337,506
| +848% | +$29M | 2.12% | 18 |
|
|
2016
Q4 | $3.1M | Buy |
39,793
+9,429
| +31% | +$758K | 0.2% | 63 |
|
|
2016
Q3 | $2.51M | Sell |
30,364
-1,436
| -5% | -$115K | 0.17% | 65 |
|
|
2016
Q2 | $2.36M | Buy |
31,800
+500
| +2% | +$39.1K | 0.18% | 65 |
|
|
2016
Q1 | $2.39M | Sell |
31,300
-7,800
| -20% | -$567K | 0.18% | 70 |
|
|
2015
Q4 | $3.03M | Sell |
39,100
-9,800
| -20% | -$759K | 0.23% | 62 |
|
|
2015
Q3 | $3.41M | Sell |
48,900
-900
| -2% | -$64.2K | 0.27% | 54 |
|
|
2015
Q2 | $3.34M | Hold |
49,800
| – | – | 0.25% | 57 |
|
|
2015
Q1 | $3.26M | Sell |
49,800
-800
| -2% | -$52.9K | 0.23% | 53 |
|
|
2014
Q4 | $3.32M | Hold |
50,600
| – | – | 0.23% | 54 |
|
|
2014
Q3 | $2.7M | Hold |
50,600
| – | – | 0.19% | 63 |
|
|
2014
Q2 | $2.67M | Sell |
50,600
-600
| -1% | -$31.4K | 0.17% | 66 |
|
|
2014
Q1 | $2.76M | Hold |
51,200
| – | – | 0.13% | 125 |
|
|
2013
Q4 | $2.85M | Buy |
+51,200
| New | +$2.58M | 0.15% | 116 |
|
Other funds holding V
Waverton Investment Management's V Position: Q4 2025 in Review
Waverton Investment Management sold out of Visa (V) in Q4 2025, closing a stake of 1,121,755 shares — an estimated $383M sold.
Waverton Investment Management first reported a position in V in Q4 2013 and held it in 48 quarters. The position peaked at $383M in Q3 2025. 4,608 funds tracked by Wall St. Rank hold V as of Q4 2025.
- Waverton Investment Management reported no remaining Visa position as of Q4 2025 after selling out during the quarter.
- Waverton Investment Management sold 1,121,755 Visa shares in Q4 2025, an estimated $383M.
- Waverton Investment Management first reported a position in Visa in Q4 2013 and held it in 48 quarters.
- Waverton Investment Management's Visa position peaked at $383M in Q3 2025.
- 4,608 funds tracked by Wall St. Rank held Visa as of Q4 2025.
Based on Waverton Investment Management's 13F filing for Q4 2025.