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Woodmont Investment Counsel’s Visa V Stock Holding History

Woodmont Investment Counsel’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 		$2.09M Buy
6,078
+160
+3% +$51.4K 0.11% 105
2026
Q1 		$1.79M Buy
5,918
+294
+5% +$94.5K 0.11% 107
2025
Q4 		$1.97M Sell
5,624
-129
-2% -$44K 0.12% 102
2025
Q3 		$1.96M Sell
5,753
-57
-1% -$19.7K 0.13% 102
2025
Q2 		$2.06M Buy
5,810
+99
+2% +$34.5K 0.14% 103
2025
Q1 		$2M Buy
5,711
+4
+0.1% +$1.35K 0.14% 100
2024
Q4 		$1.8M Sell
5,707
-241
-4% -$72.5K 0.13% 104
2024
Q3 		$1.64M Sell
5,948
-30
-0.5% -$8.11K 0.12% 111
2024
Q2 		$1.57M Buy
5,978
+416
+7% +$114K 0.13% 105
2024
Q1 		$1.55M Buy
5,562
+3
+0.1% +$828 0.13% 106
2023
Q4 		$1.45M Buy
5,559
+287
+5% +$70.7K 0.14% 108
2023
Q3 		$1.21M Sell
5,272
-20
-0.4% -$4.81K 0.13% 115
2023
Q2 		$1.26M Sell
5,292
-27
-0.5% -$6.18K 0.13% 116
2023
Q1 		$1.2M Buy
5,319
+299
+6% +$66.6K 0.13% 119
2022
Q4 		$1.04M Hold
5,020
– – 0.12% 125
2022
Q3 		$892K Buy
5,020
+144
+3% +$29.3K 0.11% 132
2022
Q2 		$960K Buy
4,876
+366
+8% +$75.6K 0.12% 131
2022
Q1 		$1M Buy
4,510
+400
+10% +$86.5K 0.12% 129
2021
Q4 		$891K Sell
4,110
-9
-0.2% -$1.93K 0.11% 126
2021
Q3 		$918K Buy
4,119
+105
+3% +$24.6K 0.13% 113
2021
Q2 		$939K Sell
4,014
-25
-0.6% -$5.71K 0.15% 108
2021
Q1 		$855K Buy
4,039
+164
+4% +$34.5K 0.15% 109
2020
Q4 		$848K Buy
3,875
+200
+5% +$40.9K 0.16% 104
2020
Q3 		$735K Hold
3,675
– – 0.16% 106
2020
Q2 		$710K Hold
3,675
– – 0.17% 109
2020
Q1 		$592K Buy
3,675
+325
+10% +$61.2K 0.16% 108
2019
Q4 		$629K Hold
3,350
– – 0.14% 115
2019
Q3 		$576K Hold
3,350
– – 0.14% 119
2019
Q2 		$581K Sell
3,350
-235
-7% -$38.5K 0.14% 117
2019
Q1 		$560K Hold
3,585
– – 0.15% 121
2018
Q4 		$473K Buy
3,585
+1,800
+101% +$249K 0.13% 130
2018
Q3 		$268K Sell
1,785
-188
-10% -$26.7K 0.07% 149
2018
Q2 		$261K Sell
1,973
-456
-19% -$58.7K 0.07% 146
2018
Q1 		$291K Hold
2,429
– – 0.08% 150
2017
Q4 		$277K Hold
2,429
– – 0.07% 163
2017
Q3 		$256K Buy
2,429
+185
+8% +$18.8K 0.07% 165
2017
Q2 		$210K Buy
+2,244
New +$208K 0.06% 173
2016
Q4 		– Sell
-1,044
Closed -$86K – 590
2016
Q3 		$86K Buy
+1,044
New +$83.6K 0.02% 218
2016
Q1 		– Sell
-2,440
Closed -$189K – 551
2015
Q4 		$189K Hold
2,440
– – 0.06% 181
2015
Q3 		$170K Hold
2,440
– – 0.05% 186
2015
Q2 		$164K Buy
+2,440
New +$165K 0.05% 185
2014
Q2 		– Sell
-4,000
Closed -$216K – 202
2014
Q1 		$216K Buy
+4,000
New +$222K 0.06% 191

Other funds holding V

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Woodmont Investment Counsel's V Position: Q2 2026 in Review

Woodmont Investment Counsel increased its Visa (V) stake by 2.7% in Q2 2026, buying an estimated $51.4K and bringing the position to 6,078 shares worth $2.09M. The position accounts for 0.11% of the portfolio, ranked #105.

Woodmont Investment Counsel first reported a position in V in Q1 2014 and has held it in 42 quarters since. 2,571 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Woodmont Investment Counsel held 6,078 shares of Visa worth $2.09M as of Q2 2026.
  • Woodmont Investment Counsel bought 160 Visa shares in Q2 2026, an estimated $51.4K.
  • Visa made up 0.11% of Woodmont Investment Counsel's portfolio in Q2 2026, its #105 holding.
  • Woodmont Investment Counsel first reported a position in Visa in Q1 2014 and has held it in 42 quarters since.
  • 2,571 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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