WCM
V icon

Windsor Capital Management’s Visa V Stock Holding History

Windsor Capital 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 		$1.13M Sell
3,307
-175
-5% -$56.2K 0.3% 52
2026
Q1 		$1.05M Buy
3,482
+2
+0.1% +$643 0.3% 55
2025
Q4 		$1.22M Sell
3,480
-7
-0.2% -$2.38K 0.34% 48
2025
Q3 		$1.19M Buy
3,487
+1
+0% +$346 0.33% 46
2025
Q2 		$1.24M Sell
3,486
-120
-3% -$41.8K 0.36% 47
2025
Q1 		$1.26M Sell
3,606
-123
-3% -$41.6K 0.39% 45
2024
Q4 		$1.18M Buy
3,729
+17
+0.5% +$5.11K 0.35% 45
2024
Q3 		$1.02M Sell
3,712
-171
-4% -$46.2K 0.3% 51
2024
Q2 		$1.02M Sell
3,883
-105
-3% -$28.8K 0.32% 50
2024
Q1 		$1.11M Sell
3,988
-40
-1% -$11K 0.35% 52
2023
Q4 		$1.05M Buy
4,028
+82
+2% +$20.2K 0.34% 50
2023
Q3 		$908K Sell
3,946
-11
-0.3% -$2.64K 0.31% 53
2023
Q2 		$940K Sell
3,957
-105
-3% -$24K 0.31% 52
2023
Q1 		$916K Sell
4,062
-88
-2% -$19.6K 0.32% 51
2022
Q4 		$862K Sell
4,150
-201
-5% -$40.5K 0.31% 52
2022
Q3 		$773K Sell
4,351
-48
-1% -$9.77K 0.29% 53
2022
Q2 		$866K Buy
4,399
+1
+0% +$207 0.31% 53
2022
Q1 		$975K Buy
4,398
+52
+1% +$11.2K 0.3% 56
2021
Q4 		$941K Sell
4,346
-186
-4% -$39.9K 0.28% 57
2021
Q3 		$1.01M Buy
4,532
+49
+1% +$11.5K 0.32% 50
2021
Q2 		$1.05M Sell
4,483
-193
-4% -$44.1K 0.35% 51
2021
Q1 		$990K Sell
4,676
-426
-8% -$89.7K 0.34% 53
2020
Q4 		$1.12M Buy
5,102
+373
+8% +$76.3K 0.42% 48
2020
Q3 		$945K Sell
4,729
-130
-3% -$26K 0.39% 52
2020
Q2 		$938K Buy
4,859
+217
+5% +$39.6K 0.4% 52
2020
Q1 		$747K Sell
4,642
-361
-7% -$68K 0.38% 54
2019
Q4 		$940K Buy
5,003
+2
+0% +$360 0.4% 55
2019
Q3 		$860K Sell
5,001
-66
-1% -$11.8K 0.38% 58
2019
Q2 		$879K Sell
5,067
-140
-3% -$22.9K 0.4% 57
2019
Q1 		$813K Sell
5,207
-59
-1% -$8.5K 0.38% 60
2018
Q4 		$694K Sell
5,266
-867
-14% -$120K 0.36% 66
2018
Q3 		$920K Sell
6,133
-362
-6% -$51.5K 0.42% 59
2018
Q2 		$860K Sell
6,495
-176
-3% -$22.7K 0.4% 60
2018
Q1 		$798K Sell
6,671
-1,232
-16% -$149K 0.38% 61
2017
Q4 		$901K Buy
7,903
+994
+14% +$110K 0.42% 50
2017
Q3 		$647K Hold
6,909
– – 0.33% 64
2017
Q2 		$647K Buy
6,909
+480
+7% +$44.5K 0.33% 65
2017
Q1 		$571K Buy
+6,429
New +$553K 0.3% 71
2015
Q4 		– Sell
-72
Closed -$5K – 414
2015
Q3 		$5K Buy
+72
New +$5.14K ﹤0.01% 416
2014
Q1 		– Sell
-196
Closed -$11K – 287
2013
Q4 		$11K Buy
+196
New +$9.88K 0.01% 323

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

Windsor Capital Management's V Position: Q2 2026 in Review

Windsor Capital Management reduced its Visa (V) stake by 5% in Q2 2026, selling an estimated $56.2K and leaving 3,307 shares worth $1.13M. The position accounts for 0.3% of the portfolio, ranked #52.

Windsor Capital Management first reported a position in V in Q4 2013 and has held it in 40 quarters since. The position peaked at $1.26M in Q1 2025. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Windsor Capital Management held 3,307 shares of Visa worth $1.13M as of Q2 2026.
  • Windsor Capital Management sold 175 Visa shares in Q2 2026, an estimated $56.2K.
  • Visa made up 0.3% of Windsor Capital Management's portfolio in Q2 2026, its #52 holding.
  • Windsor Capital Management first reported a position in Visa in Q4 2013 and has held it in 40 quarters since.
  • Windsor Capital Management's Visa position peaked at $1.26M in Q1 2025.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Windsor Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.