4A
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
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

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
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

4Wealth Advisors's V Position: Q2 2026 in Review

4Wealth Advisors increased its Visa (V) stake by 3.5% in Q2 2026, buying an estimated $45.9K and bringing the position to 4,212 shares worth $1.44M. The position accounts for 1.1% of the portfolio, ranked #26.

4Wealth Advisors first reported a position in V in Q4 2024 and has held it in 7 quarters since. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • 4Wealth Advisors held 4,212 shares of Visa worth $1.44M as of Q2 2026.
  • 4Wealth Advisors bought 143 Visa shares in Q2 2026, an estimated $45.9K.
  • Visa made up 1.1% of 4Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • 4Wealth Advisors first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.