AWM
V icon

Ameliora Wealth Management’s Visa V Stock Holding History

Ameliora 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
Q2 		$3.64M Sell
10,604
-155
-1% -$49.8K 1.08% 26
2026
Q1 		$3.25M Sell
10,759
-474
-4% -$152K 1.04% 29
2025
Q4 		$3.94M Buy
11,233
+1,226
+12% +$418K 1.2% 25
2025
Q3 		$3.42M Buy
10,007
+27
+0.3% +$9.35K 1.14% 25
2025
Q2 		$3.54M Sell
9,980
-4,851
-33% -$1.69M 1.27% 20
2025
Q1 		$5.2M Buy
14,831
+846
+6% +$286K 1.96% 14
2024
Q4 		$4.42M Sell
13,985
-522
-4% -$157K 1.66% 18
2024
Q3 		$3.99M Sell
14,507
-435
-3% -$118K 1.66% 18
2024
Q2 		$3.92M Sell
14,942
-167
-1% -$45.8K 1.78% 18
2024
Q1 		$4.22M Buy
15,109
+818
+6% +$226K 1.91% 16
2023
Q4 		$3.72M Buy
14,291
+2,192
+18% +$540K 1.85% 18
2023
Q3 		$2.78M Buy
12,099
+191
+2% +$45.9K 1.65% 20
2023
Q2 		$2.83M Sell
11,908
-1,122
-9% -$257K 1.75% 16
2023
Q1 		$2.94M Sell
13,030
-1,523
-10% -$339K 1.71% 15
2022
Q4 		$3.02M Buy
14,553
+13,983
+2,453% +$2.82M 1.62% 21
2022
Q3 		$101K Buy
+570
New +$116K 0.05% 98

Other funds holding V

Ninety One (UK)
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ameliora Wealth Management's V Position: Q2 2026 in Review

Ameliora Wealth Management reduced its Visa (V) stake by 1.4% in Q2 2026, selling an estimated $49.8K and leaving 10,604 shares worth $3.64M. The position accounts for 1.08% of the portfolio, ranked #26.

Ameliora Wealth Management first reported a position in V in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.2M in Q1 2025. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Ameliora Wealth Management held 10,604 shares of Visa worth $3.64M as of Q2 2026.
  • Ameliora Wealth Management sold 155 Visa shares in Q2 2026, an estimated $49.8K.
  • Visa made up 1.08% of Ameliora Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Ameliora Wealth Management first reported a position in Visa in Q3 2022 and has held it in 16 quarters since.
  • Ameliora Wealth Management's Visa position peaked at $5.2M in Q1 2025.
  • 1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.