Universal- Beteiligungs- und Servicegesellschaft mbH V — VISA INC

Ownership history in Universal- Beteiligungs- und Servicegesellschaft mbH  ·  6 quarters on record

AI Ownership Summary

Universal- Beteiligungs- und Servicegesellschaft mbH reported VISA INC (V) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.4% in 2025 Q2. The latest visible filing shows V at 1.11% 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.

What this V ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Universal- Beteiligungs- und Servicegesellschaft mbH'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 Q1

V was reported at 1.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.4% in 2025 Q2

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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 Universal- Beteiligungs- und Servicegesellschaft mbH fund profile Universal- Beteiligungs- und Servicegesellschaft mbH full holdings
How Universal- Beteiligungs- und Servicegesellschaft mbH 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 2,129,523 -47,031 -2.2% 1.11% $643.3M 2026-05-11 $323.19
2025 Q4 REDUCED — — — 2,176,554 -16,419 -0.7% 1.24% $764.4M 2026-01-28 $325.63
2025 Q3 REDUCED — — — 2,192,973 -39,199 -1.8% 1.24% $748.6M 2025-10-30 $342.93
2025 Q2 ADDED — — — 2,232,172 +235,855 +11.8% 1.40% $792.5M 2025-08-11 $333.27
2025 Q1 REDUCED 6.3% +1.5% ❌ 1,996,317 -135,341 -6.3% 1.40% $699.6M 2025-05-06 $344.40
2024 Q4 INITIATED — — — 2,131,658 — — 1.33% $673.7M 2025-02-28 $359.27

🏢 Other funds also holding V

As of 2026 Q2 — sorted by position size

Hingham Institution for Savings 16.9% Egerton Capital (UK) LLP 3Y 7Y 14.13% Starlite Capital INC 11.07% Positano Wealth Management Ltd 10.66% Mayar Capital Ltd. 3Y 10.62% Crown Oak Advisors, LLC 10.41% Luma Capital S.A. - SPF 10.4% Katamaran Capital LLP 9.78% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 9.62% WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 3Y 7Y 9.14%

FAQ About Universal- Beteiligungs- und Servicegesellschaft mbH and V

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

How long has Universal- Beteiligungs- und Servicegesellschaft mbH reported owning V?

Universal- Beteiligungs- und Servicegesellschaft mbH reported V across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported V position in Universal- Beteiligungs- und Servicegesellschaft mbH's portfolio?

The largest reported portfolio weight for V was 1.40% in 2025 Q2.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q1, when Universal- Beteiligungs- und Servicegesellschaft mbH reported 2,129,523 shares, equal to 1.11% of portfolio, with an estimated market value of $643.3M.

What does the chart on this V ownership page compare?

The chart compares Universal- Beteiligungs- und Servicegesellschaft mbH'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 Universal- Beteiligungs- und Servicegesellschaft mbH time their V position?

Based on 13F filing dates vs. subsequent V price moves, Universal- Beteiligungs- und Servicegesellschaft mbH correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on V relative to SPY over the holding period was -24.7%.

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