SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI V — Visa COM

Ownership history in SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI  ·  54 quarters on record

AI Ownership Summary

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI reported Visa COM (V) in 54 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 1.98% in 2025 Q1. The latest visible filing shows V at 1.53% 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 SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI's position in Visa 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 1.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.98% 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 SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI fund profile SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI full holdings
How SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 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 — — — 66,672 +338 +0.5% 1.53% $22.9M 2026-07-21 $355.16
2026 Q1 ADDED — — — 66,334 +1,541 +2.4% 1.53% $20.0M 2026-04-28 $308.09
2025 Q4 ADDED — — — 64,793 +212 +0.3% 1.64% $22.7M 2026-01-12 $341.15
2025 Q3 ADDED — — — 64,581 +280 +0.4% 1.64% $22.0M 2025-10-20 $341.68
2025 Q2 REDUCED 7.7% -4.0% ✅ 64,301 -5,358 -7.7% 1.75% $22.8M 2025-07-30 $347.51
2025 Q1 REDUCED — — — 69,659 -244 -0.3% 1.98% $24.4M 2025-04-17 $325.88
2024 Q4 ADDED — — — 69,903 +149 +0.2% 1.77% $22.1M 2025-02-07 $343.50
2024 Q3 ADDED — — — 69,754 +465 +0.7% 1.53% $19.2M 2024-10-18 $286.30
2024 Q2 ADDED — — — 69,289 +975 +1.4% 1.58% $18.2M 2024-08-07 $252.20
45 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% Westwind Capital 3Y 7Y 4.9% DUDLEY & SHANLEY, INC. 3Y 7Y 4.82% Quintet Private Bank (Europe) S.A. 3Y 4.54% NORTH POINT PORTFOLIO MANAGERS CORP/OH 3Y 7Y 4.02% ABLES, IANNONE, MOORE & ASSOCIATES, INC. 3.96% Overbrook Management Corp 3Y 7Y 3.53% JIA INVESTMENT ALLIANCE PTE. LTD. 3Y 3.3%

FAQ About SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI and V

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

How long has SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI reported owning V?

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI reported V across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported V position in SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI's portfolio?

The largest reported portfolio weight for V was 1.98% in 2025 Q1.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q2, when SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI reported 66,672 shares, equal to 1.53% of portfolio, with an estimated market value of $22.9M.

What does the chart on this V ownership page compare?

The chart compares SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI'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 SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI time their V position?

Based on 13F filing dates vs. subsequent V price moves, SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI correctly timed 36 out of 53 reported position changes (68%). The annualised alpha on V relative to SPY over the holding period was +3.5%.

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