Wellcome Trust’s Visa V Stock Holding History

Wellcome Trust’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	$823M	Hold	2,400,000	–	–	9.14%	1
2026 Q1	$725M	Hold	2,400,000	–	–	8.96%	1
2025 Q4	$842M	Hold	2,400,000	–	–	9.04%	1
2025 Q3	$819M	Hold	2,400,000	–	–	8.92%	1
2025 Q2	$852M	Hold	2,400,000	–	–	9.83%	1
2025 Q1	$841M	Hold	2,400,000	–	–	10.52%	1
2024 Q4	$758M	Hold	2,400,000	–	–	9.16%	1
2024 Q3	$660M	Hold	2,400,000	–	–	8.03%	2
2024 Q2	$630M	Hold	2,400,000	–	–	8.06%	3
2024 Q1	$670M	Hold	2,400,000	–	–	8.04%	3
2023 Q4	$625M	Hold	2,400,000	–	–	7.74%	3
2023 Q3	$552M	Hold	2,400,000	–	–	7.34%	3
2023 Q2	$570M	Hold	2,400,000	–	–	7.5%	3
2023 Q1	$541M	Hold	2,400,000	–	–	7.55%	2
2022 Q4	$499M	Hold	2,400,000	–	–	7.38%	2
2022 Q3	$426M	Hold	2,400,000	–	–	6.68%	4
2022 Q2	$473M	Hold	2,400,000	–	–	6.17%	3
2022 Q1	$532M	Hold	2,400,000	–	–	5.56%	6
2021 Q4	$520M	Buy	2,400,000 +730,000	+44%	+$157M	4.94%	5
2021 Q3	$372M	Buy	1,670,000 +60,000	+4%	+$14.1M	3.68%	13
2021 Q2	$376M	Hold	1,610,000	–	–	3.59%	11
2021 Q1	$341M	Buy	1,610,000 +485,000	+43%	+$102M	3.56%	12
2020 Q4	$246M	Hold	1,125,000	–	–	2.51%	19
2020 Q3	$225M	Hold	1,125,000	–	–	3.04%	17
2020 Q2	$217M	Buy	1,125,000 +570,000	+103%	+$104M	3.3%	16
2020 Q1	$89.4M	Buy	+555,000	New	+$105M	1.6%	17
2014 Q2	–	Sell	-32,472	Closed	-$1.75M	–	37
2014 Q1	$1.75M	Buy	+32,472	New	+$1.8M	0.04%	29

Other funds holding V

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Wellcome Trust's V Position: Q2 2026 in Review

Wellcome Trust held its Visa (V) position steady in Q2 2026 at 2,400,000 shares worth $823M. The position accounts for 9.14% of the portfolio, ranked #1.

Wellcome Trust first reported a position in V in Q1 2014 and has held it in 27 quarters since. The position peaked at $852M in Q2 2025. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

Wellcome Trust held 2,400,000 shares of Visa worth $823M as of Q2 2026.
Wellcome Trust left its Visa share count unchanged in Q2 2026.
Visa made up 9.14% of Wellcome Trust's portfolio in Q2 2026, its #1 holding.
Wellcome Trust first reported a position in Visa in Q1 2014 and has held it in 27 quarters since.
Wellcome Trust's Visa position peaked at $852M in Q2 2025.
825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Wellcome Trust's 13F filing for Q2 2026, filed 9 Jul 2026.