FORSTA AP-FONDEN V VISA A

Ownership history in FORSTA AP-FONDEN  ·  39 quarters on record

AI Ownership Summary

FORSTA AP-FONDEN reported VISA A (V) in 39 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.23% in 2025 Q1. The latest visible filing shows V at 1.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this V ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FORSTA AP-FONDEN's position in VISA A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

V was reported at 1.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.23% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FORSTA AP-FONDEN held V — position size vs. price
% of Fund (quarterly)    V price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 496,546 -12,240 -2.4% 1.04% $174.1M 2026-02-14 (Est.) $314.08
2025 Q3 ADDED 508,786 +20,500 +4.2% 1.03% $173.7M 2025-11-10 $333.50
2025 Q2 ADDED 488,286 +23,200 +5.0% 1.14% $173.4M 2025-08-08 $334.83
2025 Q1 ADDED 465,086 +7,400 +1.6% 1.23% $163.0M 2025-05-12 $353.21
2024 Q4 ADDED 457,686 +20,200 +4.6% 1.03% $144.6M 2025-01-23 $325.22
2024 Q3 ADDED 437,486 +35,100 +8.7% 0.92% $120.3M 2024-10-24 $280.11
2024 Q2 REDUCED 8.1% +5.0% 402,386 -35,400 -8.1% 0.94% $105.6M 2024-08-08 $256.46
2024 Q1 ADDED 437,786 +30,000 +7.4% 1.04% $122.2M 2024-05-07 $272.37
2023 Q4 REDUCED 407,786 -15,800 -3.7% 1.07% $106.2M 2024-02-06 $272.16
30 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FORSTA AP-FONDEN and V

These are the practical questions this page is built to answer before you even open the full history table.

How long has FORSTA AP-FONDEN reported owning V?

FORSTA AP-FONDEN reported V across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported V position in FORSTA AP-FONDEN's portfolio?

The largest reported portfolio weight for V was 1.23% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2025 Q4, when FORSTA AP-FONDEN reported 496,546 shares, equal to 1.04% of portfolio, with an estimated market value of $174.1M.

What does the chart on this V ownership page compare?

The chart compares FORSTA AP-FONDEN's quarterly V portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FORSTA AP-FONDEN time their V position?

Based on 13F filing dates vs. subsequent V price moves, FORSTA AP-FONDEN correctly timed 19 out of 37 reported position changes (51%). The annualised alpha on V relative to SPY over the holding period was +1.6%.

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