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West Paces Advisors’s Visa V Stock Holding History

West Paces Advisors’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 		$1.02M Sell
2,969
-36
-1% -$11.6K 0.17% 66
2026
Q1 		$908K Sell
3,005
-36
-1% -$11.6K 0.18% 62
2025
Q4 		$1.07M Buy
3,041
+144
+5% +$49.1K 0.21% 55
2025
Q3 		$989K Sell
2,897
-104
-3% -$36K 0.2% 60
2025
Q2 		$1.07M Buy
3,001
+1
+0% +$349 0.23% 55
2025
Q1 		$1.05M Sell
3,000
-11
-0.4% -$3.72K 0.24% 55
2024
Q4 		$952K Hold
3,011
– – 0.23% 53
2024
Q3 		$828K Hold
3,011
– – 0.2% 58
2024
Q2 		$790K Hold
3,011
– – 0.21% 56
2024
Q1 		$840K Buy
3,011
+30
+1% +$8.28K 0.22% 54
2023
Q4 		$776K Buy
2,981
+97
+3% +$23.9K 0.22% 54
2023
Q3 		$663K Sell
2,884
-333
-10% -$80K 0.21% 58
2023
Q2 		$764K Sell
3,217
-100
-3% -$22.9K 0.23% 55
2023
Q1 		$748K Buy
3,317
+296
+10% +$65.9K 0.23% 58
2022
Q4 		$628K Buy
3,021
+27
+0.9% +$5.45K 0.2% 70
2022
Q3 		$532K Hold
2,994
– – 0.19% 76
2022
Q2 		$589K Buy
2,994
+306
+11% +$63.2K 0.2% 72
2022
Q1 		$596K Buy
2,688
+670
+33% +$145K 0.19% 76
2021
Q4 		$437K Buy
2,018
+1
+0% +$215 0.14% 88
2021
Q3 		$449K Buy
2,017
+389
+24% +$91.2K 0.16% 84
2021
Q2 		$381K Sell
1,628
-112
-6% -$25.6K 0.14% 83
2021
Q1 		$368K Buy
1,740
+200
+13% +$42.1K 0.15% 83
2020
Q4 		$337K Hold
1,540
– – 0.15% 87
2020
Q3 		$308K Sell
1,540
-132
-8% -$26.4K 0.16% 89
2020
Q2 		$323K Hold
1,672
– – 0.17% 85
2020
Q1 		$269K Sell
1,672
-106
-6% -$20K 0.17% 87
2019
Q4 		$334K Buy
1,778
+300
+20% +$54.1K 0.18% 87
2019
Q3 		$254K Hold
1,478
– – 0.15% 97
2019
Q2 		$257K Hold
1,478
– – 0.16% 95
2019
Q1 		$231K Hold
1,478
– – 0.16% 99
2018
Q4 		$195K Hold
1,478
– – 0.15% 102
2018
Q3 		$222K Hold
1,478
– – 0.16% 99
2018
Q2 		$196K Buy
1,478
+36
+2% +$4.63K 0.15% 103
2018
Q1 		$172K Sell
1,442
-752
-34% -$91.1K 0.13% 106
2017
Q4 		$250K Sell
2,194
-345
-14% -$38.1K 0.19% 93
2017
Q3 		$267K Hold
2,539
– – 0.2% 88
2017
Q2 		$238K Hold
2,539
– – 0.19% 95
2017
Q1 		$226K Hold
2,539
– – 0.18% 98
2016
Q4 		$198K Buy
+2,539
New +$204K 0.18% 102

Other funds holding V

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

West Paces Advisors's V Position: Q2 2026 in Review

West Paces Advisors reduced its Visa (V) stake by 1.2% in Q2 2026, selling an estimated $11.6K and leaving 2,969 shares worth $1.02M. The position accounts for 0.17% of the portfolio, ranked #66.

West Paces Advisors first reported a position in V in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.07M in Q4 2025. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • West Paces Advisors held 2,969 shares of Visa worth $1.02M as of Q2 2026.
  • West Paces Advisors sold 36 Visa shares in Q2 2026, an estimated $11.6K.
  • Visa made up 0.17% of West Paces Advisors's portfolio in Q2 2026, its #66 holding.
  • West Paces Advisors first reported a position in Visa in Q4 2016 and has held it in 39 quarters since.
  • West Paces Advisors's Visa position peaked at $1.07M in Q4 2025.
  • 2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.