Saratoga Research & Investment Management V — VISA INC

Ownership history in Saratoga Research & Investment Management  ·  36 quarters on record

AI Ownership Summary

Saratoga Research & Investment Management reported VISA INC (V) in 36 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 3.07% in 2025 Q1. The latest visible filing shows V at 2.77% 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 Saratoga Research & Investment Management's position in VISA INC, 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 2.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.07% 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
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 Saratoga Research & Investment Management fund profile Saratoga Research & Investment Management full holdings
How Saratoga Research & Investment Management 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 REDUCED 5.5% +7.4% ❌ 147,779 -8,594 -5.5% 2.77% $50.7M 2026-07-23 $350.95
2026 Q1 ADDED — — — 156,373 +44,676 +40.0% 2.68% $47.3M 2026-05-08 $317.54
2025 Q4 REDUCED — — — 111,697 -4,899 -4.2% 2.05% $39.2M 2026-02-05 $327.17
2025 Q3 REDUCED — — — 116,596 -5,046 -4.1% 2.07% $39.8M 2025-11-17 $323.81
2025 Q2 REDUCED 26.8% -4.0% ✅ 121,642 -44,513 -26.8% 2.31% $43.2M 2025-08-20 $341.20
2025 Q1 REDUCED 5.4% +1.5% ❌ 166,155 -9,522 -5.4% 3.07% $58.2M 2025-05-12 $351.82
2024 Q4 REDUCED — — — 175,677 -8,845 -4.8% 2.80% $55.5M 2025-02-12 $347.51
2024 Q3 REDUCED — — — 184,522 -9,530 -4.9% 2.22% $50.7M 2024-11-22 $305.90
2024 Q2 REDUCED 20.0% +5.0% ❌ 194,052 -48,370 -20.0% 2.32% $50.9M 2024-08-16 $263.41
27 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

Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 10.11% Lakehouse Capital Pty Ltd 3Y 6.24% Violich Capital Management, Inc. 3Y 7Y 5.11% DUDLEY & SHANLEY, INC. 3Y 7Y 4.82% NORTH POINT PORTFOLIO MANAGERS CORP/OH 3Y 7Y 4.02% ABLES, IANNONE, MOORE & ASSOCIATES, INC. 3.96% JIA INVESTMENT ALLIANCE PTE. LTD. 3Y 3.3% Roxbury Financial LLC 3.22% Eastover Investment Advisors LLC 3Y 7Y 3.1% Strong Retirement Solutions LLC 2.61%

FAQ About Saratoga Research & Investment Management and V

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

How long has Saratoga Research & Investment Management reported owning V?

Saratoga Research & Investment Management reported V across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported V position in Saratoga Research & Investment Management's portfolio?

The largest reported portfolio weight for V was 3.07% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q2, when Saratoga Research & Investment Management reported 147,779 shares, equal to 2.77% of portfolio, with an estimated market value of $50.7M.

What does the chart on this V ownership page compare?

The chart compares Saratoga Research & Investment Management'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 Saratoga Research & Investment Management time their V position?

Based on 13F filing dates vs. subsequent V price moves, Saratoga Research & Investment Management correctly timed 23 out of 35 reported position changes (66%). The annualised alpha on V relative to SPY over the holding period was +93.7%.

← Back to Saratoga Research & Investment Management Holdings