ZCI
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Zevenbergen Capital Investments’s Visa V Stock Holding History

Zevenbergen Capital Investments’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 		$26.2M Buy
76,348
+10,040
+15% +$3.22M 0.6% 42
2026
Q1 		$20M Buy
66,308
+23,145
+54% +$7.44M 0.58% 41
2025
Q4 		$15.1M Buy
43,163
+12,295
+40% +$4.19M 0.34% 49
2025
Q3 		$10.5M Buy
30,868
+10,350
+50% +$3.58M 0.2% 56
2025
Q2 		$7.28M Buy
20,518
+285
+1% +$99.3K 0.14% 62
2025
Q1 		$7.09M Sell
20,233
-25
-0.1% -$8.46K 0.17% 59
2024
Q4 		$6.4M Sell
20,258
-32,350
-61% -$9.73M 0.13% 63
2024
Q3 		$14.5M Sell
52,608
-36,345
-41% -$9.83M 0.3% 49
2024
Q2 		$23.3M Buy
88,953
+15,495
+21% +$4.25M 0.5% 39
2024
Q1 		$20.5M Buy
73,458
+210
+0.3% +$58K 0.44% 44
2023
Q4 		$19.1M Sell
73,248
-9,155
-11% -$2.26M 0.44% 45
2023
Q3 		$19M Sell
82,403
-10,120
-11% -$2.43M 0.48% 43
2023
Q2 		$22M Sell
92,523
-85,027
-48% -$19.5M 0.52% 41
2023
Q1 		$40M Sell
177,550
-20,025
-10% -$4.46M 1.07% 33
2022
Q4 		$41M Buy
197,575
+24,530
+14% +$4.95M 1.38% 26
2022
Q3 		$30.7M Buy
173,045
+160,010
+1,228% +$32.6M 0.87% 31
2022
Q2 		$2.57M Buy
13,035
+225
+2% +$46.5K 0.12% 52
2022
Q1 		$2.84M Sell
12,810
-535
-4% -$116K 0.08% 51
2021
Q4 		$2.89M Sell
13,345
-2,065
-13% -$443K 0.06% 58
2021
Q3 		$3.43M Sell
15,410
-220
-1% -$51.6K 0.07% 54
2021
Q2 		$3.65M Sell
15,630
-165
-1% -$37.7K 0.06% 57
2021
Q1 		$3.34M Buy
15,795
+990
+7% +$208K 0.06% 57
2020
Q4 		$3.24M Buy
14,805
+1,225
+9% +$251K 0.06% 50
2020
Q3 		$2.72M Sell
13,580
-375
-3% -$74.9K 0.05% 47
2020
Q2 		$2.7M Sell
13,955
-28,999
-68% -$5.3M 0.06% 49
2020
Q1 		$6.92M Sell
42,954
-1,868
-4% -$352K 0.26% 37
2019
Q4 		$8.42M Sell
44,822
-4
-0% -$721 0.31% 36
2019
Q3 		$7.71M Sell
44,826
-7,082
-14% -$1.26M 0.3% 37
2019
Q2 		$9.01M Sell
51,908
-949
-2% -$155K 0.3% 36
2019
Q1 		$8.26M Sell
52,857
-980
-2% -$141K 0.29% 35
2018
Q4 		$7.1M Buy
53,837
+5,947
+12% +$821K 0.31% 36
2018
Q3 		$7.19M Sell
47,890
-12,701
-21% -$1.81M 0.23% 40
2018
Q2 		$8.03M Sell
60,591
-9,143
-13% -$1.18M 0.27% 41
2018
Q1 		$8.34M Sell
69,734
-10,311
-13% -$1.25M 0.32% 38
2017
Q4 		$9.13M Sell
80,045
-6,360
-7% -$702K 0.38% 36
2017
Q3 		$9.09M Buy
86,405
+7,460
+9% +$757K 0.39% 37
2017
Q2 		$7.4M Buy
78,945
+4,701
+6% +$436K 0.32% 35
2017
Q1 		$6.6M Buy
74,244
+3,910
+6% +$336K 0.3% 39
2016
Q4 		$5.49M Sell
70,334
-32,865
-32% -$2.64M 0.26% 39
2016
Q3 		$8.54M Sell
103,199
-1,113
-1% -$89.1K 0.35% 40
2016
Q2 		$7.74M Sell
104,312
-231
-0.2% -$18.1K 0.36% 36
2016
Q1 		$8M Sell
104,543
-2,909
-3% -$211K 0.36% 39
2015
Q4 		$8.33M Sell
107,452
-112
-0.1% -$8.68K 0.34% 40
2015
Q3 		$7.49M Buy
107,564
+17,390
+19% +$1.24M 0.32% 38
2015
Q2 		$6.05M Buy
90,174
+852
+1% +$57.7K 0.24% 38
2015
Q1 		$5.84M Buy
89,322
+11,354
+15% +$751K 0.24% 40
2014
Q4 		$5.11M Buy
77,968
+71,048
+1,027% +$4.28M 0.22% 38
2014
Q3 		$369K Buy
6,920
+1,240
+22% +$66.6K 0.02% 59
2014
Q2 		$299K Sell
5,680
-1,600
-22% -$83.6K 0.01% 64
2014
Q1 		$393K Buy
7,280
+700
+11% +$38.9K 0.01% 63
2013
Q4 		$366K Buy
6,580
+1,180
+22% +$59.5K 0.01% 61
2013
Q3 		$258K Buy
+5,400
New +$250K 0.01% 61

Other funds holding V

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Zevenbergen Capital Investments's V Position: Q2 2026 in Review

Zevenbergen Capital Investments increased its Visa (V) stake by 15% in Q2 2026, buying an estimated $3.22M and bringing the position to 76,348 shares worth $26.2M. The position accounts for 0.6% of the portfolio, ranked #42.

Zevenbergen Capital Investments first reported a position in V in Q3 2013 and has held it in 52 quarters since. The position peaked at $41M in Q4 2022. 2,707 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Zevenbergen Capital Investments held 76,348 shares of Visa worth $26.2M as of Q2 2026.
  • Zevenbergen Capital Investments bought 10,040 Visa shares in Q2 2026, an estimated $3.22M.
  • Visa made up 0.6% of Zevenbergen Capital Investments's portfolio in Q2 2026, its #42 holding.
  • Zevenbergen Capital Investments first reported a position in Visa in Q3 2013 and has held it in 52 quarters since.
  • Zevenbergen Capital Investments's Visa position peaked at $41M in Q4 2022.
  • 2,707 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Zevenbergen Capital Investments's 13F filing for Q2 2026, filed 16 Jul 2026.