AWG
V icon

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
Q3 		$2.49M Sell
6,941
-94
-1% -$34.4K 0.94% 20
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 $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
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
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Altus Wealth Group's V Position: Q3 2026 in Review

Altus Wealth Group reduced its Visa (V) stake by 1.3% in Q3 2026, selling an estimated $34.4K and leaving 6,941 shares worth $2.49M. The position accounts for 0.94% of the portfolio, ranked #20.

Altus Wealth Group first reported a position in V in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.59M in Q2 2025. 1,108 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Altus Wealth Group held 6,941 shares of Visa worth $2.49M as of Q3 2026.
  • Altus Wealth Group sold 94 Visa shares in Q3 2026, an estimated $34.4K.
  • Visa made up 0.94% of Altus Wealth Group's portfolio in Q3 2026, its #20 holding.
  • Altus Wealth Group first reported a position in Visa in Q4 2020 and has held it in 24 quarters since.
  • Altus Wealth Group's Visa position peaked at $2.59M in Q2 2025.
  • 1,108 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.