Alteri Wealth’s Visa V Stock Holding History

Alteri Wealth’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	$1.64M	Sell	4,786 -4	-0.1%	-$1.28K	0.45%	43
2026 Q1	$1.45M	Buy	4,790 +178	+4%	+$57.2K	0.47%	39
2025 Q4	$1.62M	Sell	4,612 -18	-0.4%	-$6.13K	0.52%	31
2025 Q3	$1.58M	Sell	4,630 -107	-2%	-$37K	0.54%	31
2025 Q2	$1.68M	Sell	4,737 -367	-7%	-$128K	0.65%	25
2025 Q1	$1.79M	Buy	5,104 +192	+4%	+$65K	0.79%	22
2024 Q4	$1.55M	Buy	+4,912	New	+$1.48M	0.43%	30

Other funds holding V

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Alteri Wealth's V Position: Q2 2026 in Review

Alteri Wealth reduced its Visa (V) stake by 0.08% in Q2 2026, selling an estimated $1.28K and leaving 4,786 shares worth $1.64M. The position accounts for 0.45% of the portfolio, ranked #43.

Alteri Wealth first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.79M in Q1 2025. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

Alteri Wealth held 4,786 shares of Visa worth $1.64M as of Q2 2026.
Alteri Wealth sold 4 Visa shares in Q2 2026, an estimated $1.28K.
Visa made up 0.45% of Alteri Wealth's portfolio in Q2 2026, its #43 holding.
Alteri Wealth first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
Alteri Wealth's Visa position peaked at $1.79M in Q1 2025.
2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.