AWM
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Accurate Wealth Management’s Visa V Stock Holding History

Accurate 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 		$3.02M Buy
8,648
+561
+7% +$180K 0.29% 72
2026
Q1 		$2.46M Buy
8,087
+333
+4% +$107K 0.3% 78
2025
Q4 		$2.71M Sell
7,754
-180
-2% -$61.3K 0.34% 59
2025
Q3 		$2.76M Sell
7,934
-7,101
-47% -$2.46M 0.37% 62
2025
Q2 		$5.35M Buy
15,035
+706
+5% +$246K 0.82% 20
2025
Q1 		$4.78M Buy
14,329
+302
+2% +$102K 0.91% 17
2024
Q4 		$4.32M Sell
14,027
-1,565
-10% -$471K 0.83% 19
2024
Q3 		$4.35M Buy
15,592
+374
+2% +$101K 0.87% 22
2024
Q2 		$4.08M Buy
15,218
+137
+0.9% +$37.5K 0.98% 18
2024
Q1 		$4.07M Sell
15,081
-796
-5% -$220K 1.19% 18
2023
Q4 		$4.19M Sell
15,877
-882
-5% -$217K 1.3% 14
2023
Q3 		$4.04M Buy
16,759
+4,578
+38% +$1.1M 1.27% 16
2023
Q2 		$2.96M Buy
12,181
+6,381
+110% +$1.46M 0.92% 22
2023
Q1 		$1.31M Buy
5,800
+577
+11% +$128K 0.45% 59
2022
Q4 		$1.15M Buy
5,223
+3,875
+287% +$781K 0.43% 49
2022
Q3 		$249K Sell
1,348
-2,414
-64% -$491K 0.1% 154
2022
Q2 		$746K Sell
3,762
-87
-2% -$18K 0.41% 54
2022
Q1 		$854K Sell
3,849
-310
-7% -$67K 0.38% 59
2021
Q4 		$911K Buy
4,159
+228
+6% +$48.9K 0.74% 29
2021
Q3 		$879K Sell
3,931
-75
-2% -$17.6K 0.77% 30
2021
Q2 		$937K Buy
+4,006
New +$916K 0.82% 18

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Accurate Wealth Management's V Position: Q2 2026 in Review

Accurate Wealth Management increased its Visa (V) stake by 6.9% in Q2 2026, buying an estimated $180K and bringing the position to 8,648 shares worth $3.02M. The position accounts for 0.29% of the portfolio, ranked #72.

Accurate Wealth Management first reported a position in V in Q2 2021 and has held it in 21 quarters since. The position peaked at $5.35M in Q2 2025. 1,681 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Accurate Wealth Management held 8,648 shares of Visa worth $3.02M as of Q2 2026.
  • Accurate Wealth Management bought 561 Visa shares in Q2 2026, an estimated $180K.
  • Visa made up 0.29% of Accurate Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Accurate Wealth Management first reported a position in Visa in Q2 2021 and has held it in 21 quarters since.
  • Accurate Wealth Management's Visa position peaked at $5.35M in Q2 2025.
  • 1,681 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.