Alterna Wealth Management
V icon

Alterna Wealth Management’s Visa V Stock Holding History

Alterna 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 		$441K Sell
1,226
-7
-0.6% -$2.56K 0.24% 73
2026
Q2 		$423K Buy
1,233
+65
+6% +$20.9K 0.24% 68
2026
Q1 		$353K Buy
1,168
+50
+4% +$16.1K 0.27% 73
2025
Q4 		$392K Sell
1,118
-1,004
-47% -$342K 0.33% 72
2025
Q3 		$724K Sell
2,122
-558
-21% -$193K 0.6% 48
2025
Q2 		$952K Sell
2,680
-1,250
-32% -$436K 0.76% 38
2025
Q1 		$1.38M Buy
3,930
+143
+4% +$48.4K 1.04% 25
2024
Q4 		$1.2M Sell
3,787
-60
-2% -$18K 1.01% 25
2024
Q3 		$1.06M Sell
3,847
-330
-8% -$89.2K 0.95% 31
2024
Q2 		$1.1M Hold
4,177
– – 0.96% 30
2024
Q1 		$1.17M Hold
4,177
– – 0.94% 22
2023
Q4 		$1.09M Buy
4,177
+700
+20% +$173K 1.31% 22
2023
Q3 		$800K Sell
3,477
-49
-1% -$11.8K 1.02% 33
2023
Q2 		$837K Sell
3,526
-27
-0.8% -$6.18K 0.97% 33
2023
Q1 		$801K Sell
3,553
-1,387
-28% -$309K 1% 28
2022
Q4 		$1.03M Hold
4,940
– – 1.15% 26
2022
Q3 		$878K Sell
4,940
-148
-3% -$30.1K 1.04% 26
2022
Q2 		$1M Buy
5,088
+190
+4% +$39.3K 1.02% 28
2022
Q1 		$1.09M Buy
4,898
+360
+8% +$77.9K 0.92% 27
2021
Q4 		$983K Buy
+4,538
New +$974K 0.82% 34
2020
Q4 		$766K Sell
3,502
-75
-2% -$15.3K 0.97% 33
2020
Q3 		$715K Hold
3,577
– – 1.04% 29
2020
Q2 		$691K Buy
3,577
+410
+13% +$74.9K 0.83% 29
2020
Q1 		$510K Sell
3,167
-353
-10% -$66.5K 0.74% 32
2019
Q4 		$661K Sell
3,520
-253
-7% -$45.6K 0.73% 33
2019
Q3 		$649K Hold
3,773
– – 0.77% 33
2019
Q2 		$655K Sell
3,773
-8,291
-69% -$1.36M 0.79% 37
2019
Q1 		$1.88M Sell
12,064
-9,997
-45% -$1.44M 1.59% 20
2018
Q4 		$2.32M Buy
+22,061
New +$3.05M 0.38% 45

Other funds holding V

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Alterna Wealth Management reduced its Visa (V) stake by 0.57% in Q3 2026, selling an estimated $2.56K and leaving 1,226 shares worth $441K. The position accounts for 0.24% of the portfolio, ranked #73.

Alterna Wealth Management first reported a position in V in Q4 2018 and has held it in 29 quarters since. The position peaked at $2.32M in Q4 2018. 3,188 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Alterna Wealth Management held 1,226 shares of Visa worth $441K as of Q3 2026.
  • Alterna Wealth Management sold 7 Visa shares in Q3 2026, an estimated $2.56K.
  • Visa made up 0.24% of Alterna Wealth Management's portfolio in Q3 2026, its #73 holding.
  • Alterna Wealth Management first reported a position in Visa in Q4 2018 and has held it in 29 quarters since.
  • Alterna Wealth Management's Visa position peaked at $2.32M in Q4 2018.
  • 3,188 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Alterna Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.