Able Wealth Management
V icon

Able Wealth Management’s Visa V Stock Holding History

Able 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 		$281K Sell
760
-217
-22% -$79.3K 0.06% 118
2026
Q2 		$314K Buy
+977
New +$314K 0.07% 105
2025
Q3 		– Sell
-706
Closed -$251K – 114
2025
Q2 		$251K Buy
+706
New +$246K 0.13% 92
2024
Q1 		– Sell
-509
Closed -$133K – 543
2023
Q4 		$133K Buy
+509
New +$125K 0.12% 88

Other funds holding V

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Local Pensions Partnership Investment
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

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

Able Wealth Management reduced its Visa (V) stake by 22% in Q3 2026, selling an estimated $79.3K and leaving 760 shares worth $281K. The position accounts for 0.06% of the portfolio, ranked #118.

Able Wealth Management first reported a position in V in Q4 2023 and has held it in 4 quarters since. The position peaked at $314K in Q2 2026. 1,599 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Able Wealth Management held 760 shares of Visa worth $281K as of Q3 2026.
  • Able Wealth Management sold 217 Visa shares in Q3 2026, an estimated $79.3K.
  • Visa made up 0.06% of Able Wealth Management's portfolio in Q3 2026, its #118 holding.
  • Able Wealth Management first reported a position in Visa in Q4 2023 and has held it in 4 quarters since.
  • Able Wealth Management's Visa position peaked at $314K in Q2 2026.
  • 1,599 funds tracked by Wall St. Rank held Visa as of Q3 2026.

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