STACKSTONE WEALTH, LLC’s Visa V Stock Holding History

STACKSTONE WEALTH, LLC’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	$8.5M	Buy	+23,655	New	+$8.65M	0.84%	33

Other funds holding V

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

STACKSTONE WEALTH, LLC's V Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Visa (V) in Q3 2026: 23,655 shares worth $8.5M. The stake represents 0.84% of the portfolio and ranks #33 among its holdings.

933 funds tracked by Wall St. Rank hold V as of Q3 2026.

STACKSTONE WEALTH, LLC held 23,655 shares of Visa worth $8.5M as of Q3 2026.
Visa was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Visa made up 0.84% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #33 holding.
933 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.