4WM
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4J Wealth Management’s Visa V Stock Holding History

4J 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
Q2 		$362K Hold
1,055
– – 0.18% 74
2026
Q1 		$319K Sell
1,055
-41
-4% -$13.2K 0.18% 77
2025
Q4 		$384K Sell
1,096
-7
-0.6% -$2.38K 0.22% 64
2025
Q3 		$377K Buy
1,103
+51
+5% +$17.7K 0.22% 62
2025
Q2 		$374K Sell
1,052
-25
-2% -$8.71K 0.25% 62
2025
Q1 		$377K Buy
1,077
+103
+11% +$34.9K 0.3% 57
2024
Q4 		$308K Buy
974
+7
+0.7% +$2.1K 0.25% 65
2024
Q3 		$266K Hold
967
– – 0.21% 76
2024
Q2 		$254K Sell
967
-10
-1% -$2.74K 0.21% 74
2024
Q1 		$273K Buy
977
+1
+0.1% +$276 0.24% 73
2023
Q4 		$254K Hold
976
– – 0.23% 70
2023
Q3 		$224K Buy
976
+12
+1% +$2.88K 0.22% 78
2023
Q2 		$229K Hold
964
– – 0.22% 78
2023
Q1 		$217K Sell
964
-8
-0.8% -$1.78K 0.23% 72
2022
Q4 		$202K Buy
+972
New +$196K 0.23% 75
2022
Q2 		– Sell
-936
Closed -$208K – 84
2022
Q1 		$208K Sell
936
-75
-7% -$16.2K 0.18% 73
2021
Q4 		$219K Sell
1,011
-73
-7% -$15.7K 0.18% 72
2021
Q3 		$241K Sell
1,084
-32
-3% -$7.5K 0.21% 68
2021
Q2 		$261K Hold
1,116
– – 0.23% 65
2021
Q1 		$236K Sell
1,116
-18
-2% -$3.79K 0.22% 68
2020
Q4 		$248K Buy
+1,134
New +$232K 0.24% 65

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

4J Wealth Management's V Position: Q2 2026 in Review

4J Wealth Management held its Visa (V) position steady in Q2 2026 at 1,055 shares worth $362K. The position accounts for 0.18% of the portfolio, ranked #74.

4J Wealth Management first reported a position in V in Q4 2020 and has held it in 21 quarters since. The position peaked at $384K in Q4 2025. 1,945 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • 4J Wealth Management held 1,055 shares of Visa worth $362K as of Q2 2026.
  • 4J Wealth Management left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.18% of 4J Wealth Management's portfolio in Q2 2026, its #74 holding.
  • 4J Wealth Management first reported a position in Visa in Q4 2020 and has held it in 21 quarters since.
  • 4J Wealth Management's Visa position peaked at $384K in Q4 2025.
  • 1,945 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.