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Altus Wealth Group’s Visa V Stock Holding History

Altus Wealth Group’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 		$2.41M Buy
7,035
+192
+3% +$61.6K 0.87% 23
2026
Q1 		$2.07M Sell
6,843
-238
-3% -$76.5K 0.85% 26
2025
Q4 		$2.48M Sell
7,081
-222
-3% -$75.6K 0.99% 20
2025
Q3 		$2.49M Buy
7,303
+3
+0% +$1.04K 1.02% 19
2025
Q2 		$2.59M Buy
7,300
+46
+0.6% +$16K 1.15% 16
2025
Q1 		$2.54M Buy
7,254
+67
+0.9% +$22.7K 1.19% 14
2024
Q4 		$2.27M Buy
7,187
+152
+2% +$45.7K 1% 24
2024
Q3 		$1.93M Buy
7,035
+218
+3% +$58.9K 0.83% 32
2024
Q2 		$1.79M Buy
6,817
+49
+0.7% +$13.4K 0.9% 29
2024
Q1 		$1.89M Sell
6,768
-64
-0.9% -$17.7K 0.95% 29
2023
Q4 		$1.78M Buy
6,832
+5
+0.1% +$1.23K 0.99% 21
2023
Q3 		$1.57M Sell
6,827
-121
-2% -$29.1K 1% 23
2023
Q2 		$1.65M Sell
6,948
-99
-1% -$22.7K 1.01% 22
2023
Q1 		$1.59M Sell
7,047
-348
-5% -$77.5K 1.07% 23
2022
Q4 		$1.54M Buy
7,395
+57
+0.8% +$11.5K 1.17% 18
2022
Q3 		$1.64M Hold
7,338
– – 1.63% 14
2022
Q2 		$1.64M Sell
7,338
-95
-1% -$19.6K 1.63% 14
2022
Q1 		$1.65M Buy
7,433
+104
+1% +$22.5K 1.35% 16
2021
Q4 		$1.59M Sell
7,329
-9
-0.1% -$1.93K 1.31% 14
2021
Q3 		$1.64M Buy
7,338
+850
+13% +$199K 1.63% 14
2021
Q2 		$1.52M Sell
6,488
-5
-0.1% -$1.14K 1.48% 14
2021
Q1 		$1.51M Sell
6,493
-811
-11% -$171K 1.5% 15
2020
Q4 		$1.6M Buy
+7,304
New +$1.49M 1.53% 13

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Altus Wealth Group's V Position: Q2 2026 in Review

Altus Wealth Group increased its Visa (V) stake by 2.8% in Q2 2026, buying an estimated $61.6K and bringing the position to 7,035 shares worth $2.41M. The position accounts for 0.87% of the portfolio, ranked #23.

Altus Wealth Group first reported a position in V in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.59M in Q2 2025. 909 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Altus Wealth Group held 7,035 shares of Visa worth $2.41M as of Q2 2026.
  • Altus Wealth Group bought 192 Visa shares in Q2 2026, an estimated $61.6K.
  • Visa made up 0.87% of Altus Wealth Group's portfolio in Q2 2026, its #23 holding.
  • Altus Wealth Group first reported a position in Visa in Q4 2020 and has held it in 23 quarters since.
  • Altus Wealth Group's Visa position peaked at $2.59M in Q2 2025.
  • 909 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.