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YHB Investment Advisors’s Visa V Stock Holding History

YHB Investment Advisors’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 		$28.3M Buy
82,599
+1,961
+2% +$630K 1.82% 11
2026
Q1 		$24.4M Sell
80,638
-1,137
-1% -$366K 1.75% 10
2025
Q4 		$28.7M Buy
81,775
+444
+0.5% +$151K 1.98% 10
2025
Q3 		$27.8M Sell
81,331
-926
-1% -$320K 2.03% 10
2025
Q2 		$29.2M Sell
82,257
-650
-0.8% -$227K 2.25% 7
2025
Q1 		$29.1M Sell
82,907
-1,721
-2% -$582K 2.43% 6
2024
Q4 		$26.7M Sell
84,628
-237
-0.3% -$71.3K 2.2% 10
2024
Q3 		$23.3M Buy
84,865
+39
+0% +$10.5K 1.93% 12
2024
Q2 		$22.3M Sell
84,826
-374
-0.4% -$103K 1.92% 11
2024
Q1 		$23.8M Sell
85,200
-667
-0.8% -$184K 2.11% 9
2023
Q4 		$22.4M Sell
85,867
-98,952
-54% -$24.4M 2.16% 9
2023
Q3 		$43.2M Buy
184,819
+92,205
+100% +$22.2M 3.99% 3
2023
Q2 		$22M Sell
92,614
-952
-1% -$218K 2.05% 8
2023
Q1 		$21.1M Buy
93,566
+688
+0.7% +$153K 2.12% 8
2022
Q4 		$19.3M Sell
92,878
-726
-0.8% -$146K 2.06% 8
2022
Q3 		$16.6M Sell
93,604
-54
-0.1% -$11K 1.85% 11
2022
Q2 		$18.4M Sell
93,658
-458
-0.5% -$94.7K 1.94% 10
2022
Q1 		$20.9M Sell
94,116
-2,049
-2% -$443K 1.84% 10
2021
Q4 		$20.8M Buy
96,165
+5,602
+6% +$1.2M 1.65% 11
2021
Q3 		$20.2M Buy
90,563
+475
+0.5% +$111K 1.74% 11
2021
Q2 		$21.1M Buy
90,088
+146
+0.2% +$33.4K 1.79% 10
2021
Q1 		$20.4M Buy
89,942
+1,468
+2% +$309K 1.76% 11
2020
Q4 		$19.4M Buy
88,474
+68
+0.1% +$13.9K 1.84% 10
2020
Q3 		$17.7M Sell
88,406
-8,882
-9% -$1.77M 1.92% 9
2020
Q2 		$18.8M Buy
97,288
+1,305
+1% +$238K 2.71% 6
2020
Q1 		$15.5M Sell
95,983
-386
-0.4% -$72.7K 2.67% 7
2019
Q4 		$18.1M Sell
96,369
-592
-0.6% -$107K 2.58% 5
2019
Q3 		$16.7M Buy
96,961
+3,807
+4% +$678K 2.54% 6
2019
Q2 		$16.2M Sell
93,154
-2,341
-2% -$383K 2.57% 5
2019
Q1 		$14.9M Sell
95,495
-1,142
-1% -$165K 2.34% 6
2018
Q4 		$12.8M Buy
96,637
+7,249
+8% +$1M 2.28% 6
2018
Q3 		$13.4M Buy
89,388
+480
+0.5% +$68.3K 2.03% 8
2018
Q2 		$11.8M Buy
88,908
+894
+1% +$115K 1.93% 9
2018
Q1 		$10.5M Buy
88,014
+1,005
+1% +$122K 1.79% 12
2017
Q4 		$9.92M Buy
87,009
+87
+0.1% +$9.61K 1.69% 13
2017
Q3 		$9.15M Sell
86,922
-11,073
-11% -$1.12M 1.64% 15
2017
Q2 		$9.19M Buy
97,995
+9,631
+11% +$894K 1.58% 18
2017
Q1 		$8.06M Buy
88,364
+839
+1% +$72.2K 1.55% 17
2016
Q4 		$6.83M Buy
87,525
+5,434
+7% +$437K 1.42% 20
2016
Q3 		$6.79M Sell
82,091
-5,434
-6% -$435K 1.64% 18
2016
Q2 		$6.49M Buy
87,525
+4,585
+6% +$359K 1.43% 20
2016
Q1 		$6.34M Buy
82,940
+855
+1% +$62.1K 1.71% 20
2015
Q4 		$6.37M Buy
82,085
+8,810
+12% +$682K 1.44% 23
2015
Q3 		$5.1M Buy
73,275
+4,725
+7% +$337K 1.21% 26
2015
Q2 		$4.6M Buy
68,550
+7,475
+12% +$507K 1% 29
2015
Q1 		$4M Buy
61,075
+2,975
+5% +$197K 0.9% 35
2014
Q4 		$3.81M Buy
58,100
+1,060
+2% +$63.8K 0.87% 34
2014
Q3 		$3.04M Buy
57,040
+1,632
+3% +$87.7K 0.73% 54
2014
Q2 		$2.92M Buy
55,408
+2,584
+5% +$135K 0.7% 55
2014
Q1 		$2.85M Buy
52,824
+1,444
+3% +$80.3K 0.72% 51
2013
Q4 		$2.86M Buy
51,380
+1,608
+3% +$81.1K 0.77% 50
2013
Q3 		$2.38M Buy
49,772
+380
+0.8% +$17.6K 0.7% 51
2013
Q2 		$2.26M Buy
+49,392
New +$2.16M 0.7% 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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

YHB Investment Advisors's V Position: Q2 2026 in Review

YHB Investment Advisors increased its Visa (V) stake by 2.4% in Q2 2026, buying an estimated $630K and bringing the position to 82,599 shares worth $28.3M. The position accounts for 1.82% of the portfolio, ranked #11.

YHB Investment Advisors first reported a position in V in Q2 2013 and has held it in 53 quarters since. The position peaked at $43.2M in Q3 2023. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • YHB Investment Advisors held 82,599 shares of Visa worth $28.3M as of Q2 2026.
  • YHB Investment Advisors bought 1,961 Visa shares in Q2 2026, an estimated $630K.
  • Visa made up 1.82% of YHB Investment Advisors's portfolio in Q2 2026, its #11 holding.
  • YHB Investment Advisors first reported a position in Visa in Q2 2013 and has held it in 53 quarters since.
  • YHB Investment Advisors's Visa position peaked at $43.2M in Q3 2023.
  • 1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.