LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA V — VISA INC COM

Ownership history in LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA  ·  69 quarters on record

AI Ownership Summary

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported VISA INC COM (V) in 69 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 2.02% in 2026 Q2. The latest visible filing shows V at 2.02% 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 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA's position in VISA INC COM, 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
2026 Q2

V was reported at 2.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.02% in 2026 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q2

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.

V stock page LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA fund profile LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA full holdings
How LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 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)
2026 Q2 ADDED — — — 606,481 +11,495 +1.9% 2.02% $208.1M 2026-07-30 $365.59
2026 Q1 ADDED — — — 594,986 +9,985 +1.7% 1.82% $181.1M 2026-04-13 $308.18
2025 Q4 ADDED — — — 585,001 +10,958 +1.9% 1.72% $190.3M 2026-01-28 $325.03
2025 Q3 ADDED — — — 574,043 +14,581 +2.6% 1.74% $198.6M 2025-10-24 $344.62
2025 Q2 REDUCED — — — 559,462 -10,211 -1.8% 1.76% $198.6M 2025-07-30 $347.51
2025 Q1 REDUCED — — — 569,673 -2,397 -0.4% 1.85% $190.5M 2025-04-24 $331.91
2024 Q4 REDUCED — — — 572,070 -4,507 -0.8% 1.65% $191.4M 2025-01-28 $330.14
2024 Q3 REDUCED — — — 576,577 -9,049 -1.5% 1.46% $163.3M 2024-10-25 $277.55
2024 Q2 REDUCED — — — 585,626 -6,199 -1.0% 1.45% $157.7M 2024-07-17 $268.11
60 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding V

As of 2026 Q3 — sorted by position size

Crown Oak Advisors, LLC 10.92% Clio Asset Management LLC 3Y 10.59% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 10.11% Triad Investment Management 3Y 7Y 7.33% LDIC Inc. 7.09% Ninety One North America, Inc. 3Y 7Y 6.78% Lakehouse Capital Pty Ltd 3Y 6.24% THOMAS STORY & SON LLC 3Y 7Y 6.14% Shelter Rock Management, LLC 5.88% Gouws Capital LLC 3Y 5.69%

FAQ About LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA and V

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

How long has LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported owning V?

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported V across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported V position in LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA's portfolio?

The largest reported portfolio weight for V was 2.02% in 2026 Q2.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q2, when LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported 606,481 shares, equal to 2.02% of portfolio, with an estimated market value of $208.1M.

What does the chart on this V ownership page compare?

The chart compares LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA'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 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA time their V position?

Based on 13F filing dates vs. subsequent V price moves, LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA correctly timed 39 out of 66 reported position changes (59%). The annualised alpha on V relative to SPY over the holding period was +18.0%.

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