WIM
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Westside Investment Management’s Visa V Stock Holding History

Westside Investment Management’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 		$503K Buy
1,467
+41
+3% +$13.2K 0.07% 204
2026
Q1 		$430K Hold
1,426
– – 0.07% 205
2025
Q4 		$497K Buy
1,426
+1
+0.1% +$341 0.08% 176
2025
Q3 		$492K Buy
1,425
+307
+27% +$106K 0.08% 185
2025
Q2 		$397K Buy
1,118
+305
+38% +$106K 0.07% 186
2025
Q1 		$284K Hold
813
– – 0.06% 197
2024
Q4 		$257K Buy
813
+18
+2% +$5.41K 0.05% 204
2024
Q3 		$218K Sell
795
-30
-4% -$8.11K 0.05% 226
2024
Q2 		$217K Buy
825
+67
+9% +$18.4K 0.05% 218
2024
Q1 		$212K Buy
758
+90
+13% +$24.8K 0.05% 219
2023
Q4 		$174K Hold
668
– – 0.04% 224
2023
Q3 		$154K Hold
668
– – 0.04% 226
2023
Q2 		$159K Sell
668
-24
-3% -$5.49K 0.04% 229
2023
Q1 		$156K Sell
692
-17
-2% -$3.78K 0.05% 232
2022
Q4 		$147 Buy
709
+156
+28% +$31.5K ﹤0.01% 340
2022
Q3 		$98 Hold
553
– – ﹤0.01% 360
2022
Q2 		$109 Sell
553
-26
-4% -$5.37K ﹤0.01% 346
2022
Q1 		$128 Hold
579
– – ﹤0.01% 347
2021
Q4 		$125 Hold
579
– – ﹤0.01% 330
2021
Q3 		$129 Hold
579
– – ﹤0.01% 322
2021
Q2 		$135 Hold
579
– – ﹤0.01% 314
2021
Q1 		$122 Sell
579
-49
-8% -$10.3K ﹤0.01% 315
2020
Q4 		$137 Buy
628
+76
+14% +$15.6K ﹤0.01% 270
2020
Q3 		$110 Hold
552
– – ﹤0.01% 295
2020
Q2 		$106 Hold
552
– – ﹤0.01% 270
2020
Q1 		$88 Buy
+552
New +$104K ﹤0.01% 287
2019
Q2 		$257 Buy
+1,481
New +$242K ﹤0.01% 174
2018
Q4 		$195K Sell
1,481
-149
-9% -$20.6K 0.07% 160
2018
Q3 		$246K Hold
1,630
– – 0.08% 131
2018
Q2 		$216K Buy
1,630
+110
+7% +$14.2K 0.08% 156
2018
Q1 		$180K Sell
1,520
-100
-6% -$12.1K 0.1% 160
2017
Q4 		$193K Sell
1,620
-60
-4% -$6.63K 0.1% 155
2017
Q3 		$180K Hold
1,680
– – 0.11% 146
2017
Q2 		$160K Buy
1,680
+40
+2% +$3.71K 0.1% 156
2017
Q1 		$146K Buy
1,640
+788
+92% +$67.8K 0.07% 154
2016
Q4 		$69.7K Buy
+852
New +$68.5K 0.05% 165

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

Westside Investment Management's V Position: Q2 2026 in Review

Westside Investment Management increased its Visa (V) stake by 2.9% in Q2 2026, buying an estimated $13.2K and bringing the position to 1,467 shares worth $503K. The position accounts for 0.07% of the portfolio, ranked #204.

Westside Investment Management first reported a position in V in Q4 2016 and has held it in 36 quarters since. 2,248 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Westside Investment Management held 1,467 shares of Visa worth $503K as of Q2 2026.
  • Westside Investment Management bought 41 Visa shares in Q2 2026, an estimated $13.2K.
  • Visa made up 0.07% of Westside Investment Management's portfolio in Q2 2026, its #204 holding.
  • Westside Investment Management first reported a position in Visa in Q4 2016 and has held it in 36 quarters since.
  • 2,248 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.