Adamsbrown Wealth Consultants’s Visa V Stock Holding History

Adamsbrown Wealth Consultants’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	$330K	Buy	+962	New	+$309K	0.06%	113
2026 Q1	–	Sell	-620	Closed	-$217K	–	144
2025 Q4	$217K	Buy	620 +4	+0.6%	+$1.36K	0.06%	116
2025 Q3	$210K	Buy	616 +16	+3%	+$5.54K	0.06%	110
2025 Q2	$213K	Hold	600	–	–	0.06%	100
2025 Q1	$210K	Buy	+600	New	+$203K	0.07%	98

Other funds holding V

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return