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Whitney & Co’s Visa V Stock Holding History

Whitney & Co’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 		$23.6M Buy
68,900
+968
+1% +$311K 1.73% 17
2026
Q1 		$20.5M Buy
67,932
+1,812
+3% +$583K 1.71% 16
2025
Q4 		$23.2M Buy
66,120
+3,164
+5% +$1.08M 1.85% 15
2025
Q3 		$21.5M Sell
62,956
-189
-0.3% -$65.4K 1.95% 15
2025
Q2 		$22.4M Buy
63,145
+156
+0.2% +$54.4K 2.21% 12
2025
Q1 		$22.1M Buy
62,989
+1,100
+2% +$372K 2.35% 10
2024
Q4 		$19.6M Buy
61,889
+120
+0.2% +$36.1K 2.05% 14
2024
Q3 		$17M Buy
61,769
+553
+0.9% +$150K 1.82% 18
2024
Q2 		$16.1M Sell
61,216
-125
-0.2% -$34.3K 1.85% 19
2024
Q1 		$17.1M Buy
61,341
+752
+1% +$208K 2.04% 16
2023
Q4 		$15.8M Buy
60,589
+237
+0.4% +$58.4K 2.04% 16
2023
Q3 		$13.9M Buy
60,352
+644
+1% +$155K 2.08% 17
2023
Q2 		$14.2M Buy
59,708
+588
+1% +$135K 2.04% 16
2023
Q1 		$13.3M Buy
59,120
+1,609
+3% +$358K 2.11% 11
2022
Q4 		$11.9M Buy
57,511
+8,079
+16% +$1.63M 2.19% 13
2022
Q3 		$8.78M Buy
49,432
+1,342
+3% +$273K 1.71% 18
2022
Q2 		$9.47M Buy
48,090
+259
+0.5% +$53.5K 1.72% 21
2022
Q1 		$10.6M Buy
47,831
+27,482
+135% +$5.94M 1.63% 18
2021
Q4 		$4.41M Buy
+20,349
New +$4.37M 0.65% 51
2018
Q4 		– Sell
-715
Closed -$104K – 449
2018
Q3 		$104K Buy
+715
New +$102K 0.03% 137

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

Whitney & Co's V Position: Q2 2026 in Review

Whitney & Co increased its Visa (V) stake by 1.4% in Q2 2026, buying an estimated $311K and bringing the position to 68,900 shares worth $23.6M. The position accounts for 1.73% of the portfolio, ranked #17.

Whitney & Co first reported a position in V in Q3 2018 and has held it in 20 quarters since. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Whitney & Co held 68,900 shares of Visa worth $23.6M as of Q2 2026.
  • Whitney & Co bought 968 Visa shares in Q2 2026, an estimated $311K.
  • Visa made up 1.73% of Whitney & Co's portfolio in Q2 2026, its #17 holding.
  • Whitney & Co first reported a position in Visa in Q3 2018 and has held it in 20 quarters since.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.