4Wealth Advisors
V icon

4Wealth Advisors’s Visa V Stock Holding History

4Wealth Advisors’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 		$1.22M Sell
3,327
-885
-21% -$323K 0.84% 31
2026
Q2 		$1.44M Buy
4,212
+143
+4% +$45.9K 1.1% 26
2026
Q1 		$1.22M Buy
4,069
+108
+3% +$34.7K 1.04% 26
2025
Q4 		$1.39M Buy
3,961
+201
+5% +$68.5K 1.19% 20
2025
Q3 		$1.28M Sell
3,760
-4
-0.1% -$1.38K 1.15% 24
2025
Q2 		$1.34M Buy
3,764
+3
+0.1% +$1.05K 1.36% 18
2025
Q1 		$1.32M Sell
3,761
-602
-14% -$204K 1.44% 17
2024
Q4 		$1.38M Buy
+4,363
New +$1.31M 1.38% 19

Other funds holding V

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Troy Asset Management
Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

4Wealth Advisors's V Position: Q3 2026 in Review

4Wealth Advisors reduced its Visa (V) stake by 21% in Q3 2026, selling an estimated $323K and leaving 3,327 shares worth $1.22M. The position accounts for 0.84% of the portfolio, ranked #31.

4Wealth Advisors first reported a position in V in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.44M in Q2 2026. 2,054 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • 4Wealth Advisors held 3,327 shares of Visa worth $1.22M as of Q3 2026.
  • 4Wealth Advisors sold 885 Visa shares in Q3 2026, an estimated $323K.
  • Visa made up 0.84% of 4Wealth Advisors's portfolio in Q3 2026, its #31 holding.
  • 4Wealth Advisors first reported a position in Visa in Q4 2024 and has held it in 8 quarters since.
  • 4Wealth Advisors's Visa position peaked at $1.44M in Q2 2026.
  • 2,054 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.