WAG
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Winthrop Advisory Group’s Visa V Stock Holding History

Winthrop Advisory Group’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 		$3.53M Buy
10,289
+433
+4% +$139K 0.24% 48
2026
Q1 		$2.98M Sell
9,856
-78
-0.8% -$25.1K 0.24% 47
2025
Q4 		$3.49M Buy
9,934
+17
+0.2% +$5.79K 0.3% 44
2025
Q3 		$3.39M Buy
9,917
+2
+0% +$692 0.3% 45
2025
Q2 		$3.52M Buy
9,915
+900
+10% +$314K 0.34% 40
2025
Q1 		$3.16M Sell
9,015
-695
-7% -$235K 0.38% 36
2024
Q4 		$3.07M Buy
9,710
+563
+6% +$169K 0.37% 38
2024
Q3 		$2.52M Sell
9,147
-33
-0.4% -$8.92K 0.31% 39
2024
Q2 		$2.41M Buy
9,180
+247
+3% +$67.7K 0.33% 38
2024
Q1 		$2.49M Buy
8,933
+80
+0.9% +$22.1K 0.36% 35
2023
Q4 		$2.3M Buy
8,853
+2,289
+35% +$564K 0.36% 36
2023
Q3 		$1.51M Buy
6,564
+79
+1% +$19K 0.25% 38
2023
Q2 		$1.54M Buy
6,485
+645
+11% +$148K 0.25% 39
2023
Q1 		$1.32M Buy
5,840
+125
+2% +$27.8K 0.23% 44
2022
Q4 		$1.19M Buy
5,715
+2
+0% +$403 0.23% 45
2022
Q3 		$1.01M Buy
5,713
+5
+0.1% +$1.02K 0.22% 46
2022
Q2 		$1.12M Sell
5,708
-154
-3% -$31.8K 0.26% 39
2022
Q1 		$1.3M Sell
5,862
-92
-2% -$19.9K 0.27% 38
2021
Q4 		$1.29M Sell
5,954
-112
-2% -$24K 0.26% 39
2021
Q3 		$1.35M Buy
6,066
+721
+13% +$169K 0.3% 36
2021
Q2 		$1.25M Sell
5,345
-423
-7% -$96.7K 0.28% 36
2021
Q1 		$1.22M Buy
5,768
+157
+3% +$33K 0.3% 35
2020
Q4 		$1.23M Buy
5,611
+550
+11% +$113K 0.32% 34
2020
Q3 		$1.03M Buy
5,061
+291
+6% +$58.1K 0.31% 32
2020
Q2 		$924K Buy
4,770
+361
+8% +$66K 0.33% 32
2020
Q1 		$710K Buy
4,409
+220
+5% +$41.4K 0.28% 36
2019
Q4 		$787K Buy
4,189
+422
+11% +$76K 0.28% 43
2019
Q3 		$648K Buy
3,767
+69
+2% +$12.3K 0.26% 41
2019
Q2 		$642K Sell
3,698
-2,315
-38% -$379K 0.27% 41
2019
Q1 		$945K Buy
6,013
+151
+3% +$21.8K 0.42% 34
2018
Q4 		$773K Buy
5,862
+108
+2% +$14.9K 0.39% 32
2018
Q3 		$864K Buy
5,754
+2,068
+56% +$294K 0.49% 29
2018
Q2 		$488K Buy
3,686
+1
+0% +$129 0.32% 41
2018
Q1 		$447K Buy
3,685
+447
+14% +$54.2K 0.31% 44
2017
Q4 		$385K Buy
+3,238
New +$358K 0.27% 51

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

Winthrop Advisory Group's V Position: Q2 2026 in Review

Winthrop Advisory Group increased its Visa (V) stake by 4.4% in Q2 2026, buying an estimated $139K and bringing the position to 10,289 shares worth $3.53M. The position accounts for 0.24% of the portfolio, ranked #48.

Winthrop Advisory Group first reported a position in V in Q4 2017 and has held it in 35 quarters since. 2,206 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Winthrop Advisory Group held 10,289 shares of Visa worth $3.53M as of Q2 2026.
  • Winthrop Advisory Group bought 433 Visa shares in Q2 2026, an estimated $139K.
  • Visa made up 0.24% of Winthrop Advisory Group's portfolio in Q2 2026, its #48 holding.
  • Winthrop Advisory Group first reported a position in Visa in Q4 2017 and has held it in 35 quarters since.
  • 2,206 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.