WDL
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Well Done LLC’s Visa V Stock Holding History

Well Done LLC’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 		$743K Sell
2,165
-632
-23% -$203K 0.1% 107
2026
Q1 		$845K Sell
2,797
-183
-6% -$58.8K 0.12% 89
2025
Q4 		$1.05M Buy
2,980
+873
+41% +$297K 0.16% 78
2025
Q3 		$719K Buy
2,107
+9
+0.4% +$3.12K 0.12% 98
2025
Q2 		$745K Sell
2,098
-83
-4% -$28.9K 0.14% 91
2025
Q1 		$689K Buy
2,181
+26
+1% +$8.8K 0.13% 89
2024
Q4 		$593K Hold
2,155
– – 0.11% 102
2024
Q3 		$593K Sell
2,155
-291
-12% -$78.7K 0.11% 103
2024
Q2 		$642K Sell
2,446
-353
-13% -$96.8K 0.13% 91
2024
Q1 		$781K Buy
2,799
+349
+14% +$96.4K 0.15% 85
2023
Q4 		$638K Buy
2,450
+302
+14% +$74.4K 0.12% 91
2023
Q3 		$494K Sell
2,148
-14
-0.6% -$3.37K 0.11% 99
2023
Q2 		$513K Sell
2,162
-704
-25% -$161K 0.11% 98
2023
Q1 		$646K Buy
2,866
+122
+4% +$27.2K 0.14% 84
2022
Q4 		$570K Sell
2,744
-207
-7% -$41.7K 0.12% 96
2022
Q3 		$524K Sell
2,951
-157
-5% -$31.9K 0.13% 85
2022
Q2 		$612K Buy
3,108
+167
+6% +$34.5K 0.13% 87
2022
Q1 		$652K Sell
2,941
-37
-1% -$8K 0.13% 93
2021
Q4 		$645K Buy
2,978
+170
+6% +$36.5K 0.13% 90
2021
Q3 		$625K Buy
2,808
+723
+35% +$170K 0.14% 94
2021
Q2 		$488K Buy
2,085
+66
+3% +$15.1K 0.11% 105
2021
Q1 		$427K Buy
2,019
+142
+8% +$29.9K 0.1% 107
2020
Q4 		$411K Buy
1,877
+9
+0.5% +$1.84K 0.1% 100
2020
Q3 		$374K Sell
1,868
-618
-25% -$123K 0.11% 89
2020
Q2 		$480K Buy
2,486
+12
+0.5% +$2.19K 0.13% 85
2020
Q1 		$399K Sell
2,474
-95
-4% -$17.9K 0.12% 89
2019
Q4 		$483K Sell
2,569
-1,311
-34% -$236K 0.11% 97
2019
Q3 		$667K Buy
3,880
+150
+4% +$26.7K 0.16% 77
2019
Q2 		$647K Sell
3,730
-13
-0.3% -$2.13K 0.15% 80
2019
Q1 		$585K Buy
3,743
+146
+4% +$21K 0.14% 84
2018
Q4 		$475K Buy
3,597
+428
+14% +$59.1K 0.13% 84
2018
Q3 		$476K Sell
3,169
-1
-0% -$142 0.13% 87
2018
Q2 		$419K Buy
3,170
+500
+19% +$64.4K 0.13% 86
2018
Q1 		$319K Sell
2,670
-40
-1% -$4.85K 0.1% 90
2017
Q4 		$309K Sell
2,710
-12,998
-83% -$1.44M 0.1% 94
2017
Q3 		$1.65M Buy
15,708
+12,318
+363% +$1.25M 0.51% 37
2017
Q2 		$318K Buy
3,390
+124
+4% +$11.5K 0.11% 82
2017
Q1 		$290K Buy
3,266
+461
+16% +$39.7K 0.1% 86
2016
Q4 		$219K Buy
+2,805
New +$226K 0.08% 86
2016
Q1 		– Sell
-3,080
Closed -$239K – 97
2015
Q4 		$239K Buy
+3,080
New +$239K 0.08% 78

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
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

Well Done LLC's V Position: Q2 2026 in Review

Well Done LLC reduced its Visa (V) stake by 23% in Q2 2026, selling an estimated $203K and leaving 2,165 shares worth $743K. The position accounts for 0.1% of the portfolio, ranked #107.

Well Done LLC first reported a position in V in Q4 2015 and has held it in 40 quarters since. The position peaked at $1.65M in Q3 2017. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Well Done LLC held 2,165 shares of Visa worth $743K as of Q2 2026.
  • Well Done LLC sold 632 Visa shares in Q2 2026, an estimated $203K.
  • Visa made up 0.1% of Well Done LLC's portfolio in Q2 2026, its #107 holding.
  • Well Done LLC first reported a position in Visa in Q4 2015 and has held it in 40 quarters since.
  • Well Done LLC's Visa position peaked at $1.65M in Q3 2017.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Well Done LLC's 13F filing for Q2 2026, filed 24 Jul 2026.