Activest Wealth Management
V icon

Activest Wealth Management’s Visa V Stock Holding History

Activest 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 		$174K Buy
485
+185
+62% +$67.6K 0.03% 137
2026
Q2 		$103K Sell
300
-57
-16% -$18.3K 0.02% 185
2026
Q1 		$108K Sell
357
-128
-26% -$41.2K 0.02% 221
2025
Q4 		$170K Sell
485
-90
-16% -$30.7K 0.03% 166
2025
Q3 		$196K Sell
575
-24
-4% -$8.31K 0.04% 128
2025
Q2 		$213K Sell
599
-88
-13% -$30.7K 0.05% 95
2025
Q1 		$241K Buy
687
+260
+61% +$88K 0.06% 84
2024
Q4 		$135K Sell
427
-118
-22% -$35.5K 0.04% 103
2024
Q3 		$150K Buy
545
+133
+32% +$36K 0.05% 95
2024
Q2 		$108K Buy
412
+125
+44% +$34.3K 0.04% 122
2024
Q1 		$80K Buy
287
+1
+0.3% +$276 0.04% 90
2023
Q4 		$74.6K Hold
286
– – 0.04% 71
2023
Q3 		$65.8K Sell
286
-175
-38% -$42.1K 0.04% 78
2023
Q2 		$72.3K Buy
461
+176
+62% +$40.3K 0.05% 51
2023
Q1 		$63.6K Sell
285
-14,352
-98% -$3.19M 0.04% 75
2022
Q4 		$3.06M Buy
14,637
+125
+0.9% +$25.2K 0.91% 12
2022
Q3 		$2.62M Buy
14,512
+14,197
+4,507% +$2.89M 0.85% 12
2022
Q2 		$62K Hold
315
– – 0.04% 85
2022
Q1 		$70K Sell
315
-225
-42% -$48.7K 0.05% 86
2021
Q4 		$117K Sell
540
-977
-64% -$210K 0.07% 67
2021
Q3 		$338K Buy
1,517
+852
+128% +$200K 0.23% 48
2021
Q2 		$155K Sell
665
-1,109
-63% -$254K 0.12% 57
2021
Q1 		$376K Buy
+1,774
New +$373K 0.31% 39

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
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
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Activest Wealth Management increased its Visa (V) stake by 62% in Q3 2026, buying an estimated $67.6K and bringing the position to 485 shares worth $174K. The position accounts for 0.03% of the portfolio, ranked #137.

Activest Wealth Management first reported a position in V in Q1 2021 and has held it in 23 quarters since. The position peaked at $3.06M in Q4 2022. 1,234 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Activest Wealth Management held 485 shares of Visa worth $174K as of Q3 2026.
  • Activest Wealth Management bought 185 Visa shares in Q3 2026, an estimated $67.6K.
  • Visa made up 0.03% of Activest Wealth Management's portfolio in Q3 2026, its #137 holding.
  • Activest Wealth Management first reported a position in Visa in Q1 2021 and has held it in 23 quarters since.
  • Activest Wealth Management's Visa position peaked at $3.06M in Q4 2022.
  • 1,234 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.