WG
V icon

Welch Group’s Visa V Stock Holding History

Welch Group’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 		$15.1M Buy
44,021
+3,023
+7% +$971K 0.52% 45
2026
Q1 		$12.4M Buy
40,998
+1,844
+5% +$593K 0.47% 41
2025
Q4 		$13.7M Buy
39,154
+1,273
+3% +$434K 0.53% 40
2025
Q3 		$12.9M Buy
37,881
+2,456
+7% +$850K 0.5% 39
2025
Q2 		$12.6M Buy
35,425
+709
+2% +$247K 0.53% 38
2025
Q1 		$11.9M Buy
34,716
+3,270
+10% +$1.11M 0.52% 35
2024
Q4 		$9.92M Buy
31,446
+308
+1% +$92.6K 0.45% 41
2024
Q3 		$8.56M Buy
31,138
+2,349
+8% +$635K 0.37% 42
2024
Q2 		$7.56M Buy
28,789
+3,181
+12% +$872K 0.36% 40
2024
Q1 		$7.15M Buy
25,608
+1,274
+5% +$352K 0.35% 41
2023
Q4 		$6.34M Buy
24,334
+284
+1% +$70K 0.34% 42
2023
Q3 		$5.53M Buy
24,050
+485
+2% +$117K 0.33% 43
2023
Q2 		$5.6M Buy
23,565
+762
+3% +$174K 0.32% 44
2023
Q1 		$5.14M Buy
22,803
+637
+3% +$142K 0.3% 45
2022
Q4 		$4.61M Buy
22,166
+606
+3% +$122K 0.26% 42
2022
Q3 		$3.83M Buy
21,560
+1,045
+5% +$213K 0.25% 46
2022
Q2 		$4.04M Buy
20,515
+711
+4% +$147K 0.25% 44
2022
Q1 		$4.39M Buy
19,804
+2,265
+13% +$490K 0.25% 49
2021
Q4 		$3.8M Buy
17,539
+1,833
+12% +$393K 0.22% 53
2021
Q3 		$3.5M Buy
15,706
+1,922
+14% +$451K 0.24% 50
2021
Q2 		$3.22M Sell
13,784
-685
-5% -$157K 0.22% 50
2021
Q1 		$3.06M Buy
14,469
+214
+2% +$45K 0.22% 46
2020
Q4 		$3.12M Buy
14,255
+700
+5% +$143K 0.25% 45
2020
Q3 		$2.71M Buy
13,555
+619
+5% +$124K 0.24% 39
2020
Q2 		$2.5M Buy
12,936
+695
+6% +$127K 0.23% 38
2020
Q1 		$1.97M Buy
12,241
+6,179
+102% +$1.16M 0.21% 40
2019
Q4 		$1.14M Buy
6,062
+15
+0.2% +$2.7K 0.11% 54
2019
Q3 		$1.04M Sell
6,047
-19
-0.3% -$3.38K 0.11% 52
2019
Q2 		$1.05M Buy
6,066
+362
+6% +$59.3K 0.11% 51
2019
Q1 		$891K Buy
5,704
+138
+2% +$19.9K 0.1% 53
2018
Q4 		$734K Buy
5,566
+249
+5% +$34.4K 0.09% 55
2018
Q3 		$798 Buy
5,317
+397
+8% +$56.5K 0.08% 58
2018
Q2 		$652K Sell
4,920
-149
-3% -$19.2K 0.08% 59
2018
Q1 		$606K Buy
5,069
+1,402
+38% +$170K 0.08% 58
2017
Q4 		$418K Buy
3,667
+28
+0.8% +$3.09K 0.06% 73
2017
Q3 		$383K Sell
3,639
-385
-10% -$39K 0.06% 70
2017
Q2 		$377K Buy
4,024
+654
+19% +$60.7K 0.06% 89
2017
Q1 		$299K Buy
3,370
+274
+9% +$23.6K 0.06% 72
2016
Q4 		$242K Sell
3,096
-2,371
-43% -$191K 0.05% 80
2016
Q3 		$452K Buy
5,467
+2,503
+84% +$200K 0.09% 68
2016
Q2 		$220K Sell
2,964
-858
-22% -$67.2K 0.04% 72
2016
Q1 		$292K Buy
3,822
+185
+5% +$13.4K 0.05% 82
2015
Q4 		$282K Buy
3,637
+113
+3% +$8.75K 0.05% 82
2015
Q3 		$245K Sell
3,524
-430
-11% -$30.7K 0.05% 86
2015
Q2 		$266K Buy
3,954
+246
+7% +$16.7K 0.05% 89
2015
Q1 		$243 Buy
3,708
+88
+2% +$5.82K 0.04% 91
2014
Q4 		$237K Buy
+3,620
New +$218K 0.05% 89

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Welch Group's V Position: Q2 2026 in Review

Welch Group increased its Visa (V) stake by 7.4% in Q2 2026, buying an estimated $971K and bringing the position to 44,021 shares worth $15.1M. The position accounts for 0.52% of the portfolio, ranked #45.

Welch Group first reported a position in V in Q4 2014 and has held it in 47 quarters since. 1,944 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Welch Group held 44,021 shares of Visa worth $15.1M as of Q2 2026.
  • Welch Group bought 3,023 Visa shares in Q2 2026, an estimated $971K.
  • Visa made up 0.52% of Welch Group's portfolio in Q2 2026, its #45 holding.
  • Welch Group first reported a position in Visa in Q4 2014 and has held it in 47 quarters since.
  • 1,944 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.