1WM
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1900 Wealth Management’s Visa V Stock Holding History

1900 Wealth Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.08M Buy
5,790
+195
+3% +$71.3K 0.11% 85
2026
Q2 		$1.92M Buy
5,595
+1,049
+23% +$337K 0.11% 87
2026
Q1 		$1.37M Sell
4,546
-199
-4% -$64K 0.09% 91
2025
Q4 		$1.66M Buy
4,745
+706
+17% +$241K 0.11% 86
2025
Q3 		$1.38M Sell
4,039
-274
-6% -$94.8K 0.09% 86
2025
Q2 		$1.53M Sell
4,313
-39
-0.9% -$13.6K 0.12% 74
2025
Q1 		$1.53M Sell
4,352
-193
-4% -$65.3K 0.13% 75
2024
Q4 		$1.44M Buy
4,545
+152
+3% +$45.7K 0.12% 79
2024
Q3 		$1.21M Buy
4,393
+1
+0% +$270 0.1% 88
2024
Q2 		$1.15M Sell
4,392
-281
-6% -$77K 0.11% 89
2024
Q1 		$1.3M Sell
4,673
-221
-5% -$61K 0.12% 91
2023
Q4 		$1.27M Sell
4,894
-494
-9% -$122K 0.12% 119
2023
Q3 		$1.24M Sell
5,388
-286
-5% -$68.7K 0.12% 119
2023
Q2 		$1.35M Buy
5,674
+303
+6% +$69.3K 0.14% 106
2023
Q1 		$1.13M Buy
5,371
+568
+12% +$126K 0.12% 112
2022
Q4 		$998K Buy
4,803
+5
+0.1% +$1.01K 0.11% 119
2022
Q3 		$853K Sell
4,798
-59
-1% -$12K 0.1% 121
2022
Q2 		$956K Buy
4,857
+68
+1% +$14.1K 0.1% 118
2022
Q1 		$1.06M Buy
4,789
+2,100
+78% +$454K 0.1% 119
2021
Q4 		$583K Buy
+2,689
New +$577K 0.05% 161

Other funds holding V

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

1900 Wealth Management's V Position: Q3 2026 in Review

1900 Wealth Management increased its Visa (V) stake by 3.5% in Q3 2026, buying an estimated $71.3K and bringing the position to 5,790 shares worth $2.08M. The position accounts for 0.11% of the portfolio, ranked #85.

1900 Wealth Management first reported a position in V in Q4 2021 and has held it in 20 quarters since. 552 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • 1900 Wealth Management held 5,790 shares of Visa worth $2.08M as of Q3 2026.
  • 1900 Wealth Management bought 195 Visa shares in Q3 2026, an estimated $71.3K.
  • Visa made up 0.11% of 1900 Wealth Management's portfolio in Q3 2026, its #85 holding.
  • 1900 Wealth Management first reported a position in Visa in Q4 2021 and has held it in 20 quarters since.
  • 552 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on 1900 Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.