SEC 13F Intelligence

Waverton Investment Management Ltd / V

Waverton Investment Management Ltd’s Visa Inc Position

Does Waverton Investment Management Ltd own Visa Inc (V)? Not currently — the last reported position was 1.12M shares worth $383M in Q3 2025; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$383M
Q3 2025
Shares
1.12M
% of Portfolio
+4.92%
Quarters Held
28
position exited

Position History V

Reported value by quarter
Q4 ’18: $95MQ4 ’18Q1 ’19: $109MQ2 ’19: $125MQ3 ’19: $85MQ4 ’19: $85MQ4 ’19Q1 ’20: $69MQ2 ’20: $81MQ3 ’20: $85MQ4 ’20: $89MQ4 ’20Q1 ’21: $111MQ2 ’21: $130MQ3 ’21: $128MQ4 ’21: $134MQ4 ’21Q1 ’22: $143MQ2 ’22: $143MQ3 ’22: $143MQ4 ’22: $174,285Q4 ’22Q1 ’23: $178MQ2 ’23: $195MQ3 ’23: $189MQ4 ’23: $216MQ4 ’23Q1 ’24: $236MQ2 ’24: $231MQ3 ’24: $253MQ4 ’24: $288MQ4 ’24Q1 ’25: $318MQ2 ’25: $328MQ3 ’25: $383Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 20251.12M$383M+4.92%
Q2 2025925.4K$328M+4.52%
Q1 2025906.7K$318M+4.92%
Q4 2024911.9K$288M+4.59%
Q3 2024921.5K$253M+4.16%
Q2 2024878.8K$231M+4.34%
Q1 2024847.9K$236M+4.91%
Q4 2023827.2K$216M+5.23%
Q3 2023823.0K$189M+5.48%
Q2 2023822.9K$195M+5.55%
Q1 2023787.7K$178M+5.48%
Q4 2022838.9K$174,285+6.40%
Q3 2022802.8K$143M+5.83%
Q2 2022726.4K$143M+5.57%
Q1 2022645.7K$143M+4.83%
Q4 2021618.8K$134M+4.25%
Q3 2021573.4K$128M+5.04%
Q2 2021556.0K$130M+5.05%
Q1 2021524.5K$111M+4.82%
Q4 2020408.5K$89M+4.12%
Q3 2020426.3K$85M+4.23%
Q2 2020417.7K$81M+4.38%
Q1 2020430.2K$69M+4.49%
Q4 2019449.7K$85M+4.37%
Q3 2019493.0K$85M+4.33%
Q2 2019720.6K$125M+6.30%
Q1 2019696.8K$109M+5.68%
Q4 2018717.0K$95M+5.73%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Waverton Investment Management Ltd’s full portfolio or all institutional holders of V.