Act Wealth Management
V icon

Act Wealth Management’s Visa V Stock Holding History

Act 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 		$785K Sell
2,185
-50
-2% -$18.3K 0.23% 27
2026
Q2 		$767K Hold
2,235
– – 0.23% 26
2026
Q1 		$676K Sell
2,235
-50
-2% -$16.1K 0.23% 28
2025
Q4 		$801K Sell
2,285
-65
-3% -$22.1K 0.26% 26
2025
Q3 		$802K Sell
2,350
-393
-14% -$136K 0.28% 24
2025
Q2 		$974K Buy
2,743
+393
+17% +$137K 0.41% 21
2025
Q1 		$824K Sell
2,350
-25
-1% -$8.46K 0.37% 20
2024
Q4 		$751K Hold
2,375
– – 0.35% 20
2024
Q3 		$653K Sell
2,375
-9
-0.4% -$2.43K 0.29% 22
2024
Q2 		$626K Sell
2,384
-205
-8% -$56.2K 0.31% 21
2024
Q1 		$723K Hold
2,589
– – 0.36% 18
2023
Q4 		$674K Buy
2,589
+1
+0% +$246 0.36% 17
2023
Q3 		$595K Hold
2,588
– – 0.4% 17
2023
Q2 		$615K Sell
2,588
-25
-1% -$5.72K 0.35% 17
2023
Q1 		$589K Buy
2,613
+1
+0% +$223 0.35% 17
2022
Q4 		$543K Hold
2,612
– – 0.34% 16
2022
Q3 		$464K Buy
2,612
+1
+0% +$203 0.33% 17
2022
Q2 		$514K Hold
2,611
– – 0.34% 17
2022
Q1 		$579K Hold
2,611
– – 0.33% 18
2021
Q4 		$566K Buy
2,611
+1
+0% +$215 0.33% 14
2021
Q3 		$610K Hold
2,610
– – 0.38% 15
2021
Q2 		$610K Hold
2,610
– – 0.38% 15
2021
Q1 		$553K Buy
2,610
+1
+0% +$210 0.36% 15
2020
Q4 		$571K Buy
+2,609
New +$534K 0.37% 14

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
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
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

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

Act Wealth Management reduced its Visa (V) stake by 2.2% in Q3 2026, selling an estimated $18.3K and leaving 2,185 shares worth $785K. The position accounts for 0.23% of the portfolio, ranked #27.

Act Wealth Management first reported a position in V in Q4 2020 and has held it in 24 quarters since. The position peaked at $974K in Q2 2025. 1,472 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Act Wealth Management held 2,185 shares of Visa worth $785K as of Q3 2026.
  • Act Wealth Management sold 50 Visa shares in Q3 2026, an estimated $18.3K.
  • Visa made up 0.23% of Act Wealth Management's portfolio in Q3 2026, its #27 holding.
  • Act Wealth Management first reported a position in Visa in Q4 2020 and has held it in 24 quarters since.
  • Act Wealth Management's Visa position peaked at $974K in Q2 2025.
  • 1,472 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Act Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.