Amplius Wealth Advisors
V icon

Amplius Wealth Advisors’s Visa V Stock Holding History

Amplius Wealth Advisors’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 		$783K Buy
2,179
+542
+33% +$198K 0.05% 95
2026
Q2 		$562K Buy
1,637
+135
+9% +$43.3K 0.04% 115
2026
Q1 		$454K Sell
1,502
-62
-4% -$19.9K 0.04% 114
2025
Q4 		$549K Buy
1,564
+199
+15% +$67.8K 0.05% 99
2025
Q3 		$466K Sell
1,365
-1,558
-53% -$539K 0.04% 110
2025
Q2 		$1.04M Buy
2,923
+616
+27% +$215K 0.1% 79
2025
Q1 		$809K Buy
2,307
+98
+4% +$33.2K 0.08% 83
2024
Q4 		$698K Buy
2,209
+84
+4% +$25.3K 0.07% 89
2024
Q3 		$584K Sell
2,125
-15
-0.7% -$4.06K 0.06% 90
2024
Q2 		$562K Sell
2,140
-84
-4% -$23K 0.06% 91
2024
Q1 		$621K Buy
2,224
+36
+2% +$9.9K 0.07% 90
2023
Q4 		$570K Buy
2,188
+35
+2% +$8.63K 0.07% 89
2023
Q3 		$495K Buy
2,153
+8
+0.4% +$1.92K 0.07% 93
2023
Q2 		$509K Buy
2,145
+16
+0.8% +$3.66K 0.07% 96
2023
Q1 		$480K Buy
2,129
+194
+10% +$43.2K 0.07% 99
2022
Q4 		$402K Sell
1,935
-1,595
-45% -$322K 0.06% 102
2022
Q3 		$627K Buy
3,530
+351
+11% +$71.4K 0.11% 72
2022
Q2 		$625K Sell
3,179
-169
-5% -$34.9K 0.1% 77
2022
Q1 		$742K Buy
3,348
+67
+2% +$14.5K 0.11% 75
2021
Q4 		$711K Buy
+3,281
New +$704K 0.1% 82

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
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Amplius Wealth Advisors's V Position: Q3 2026 in Review

Amplius Wealth Advisors increased its Visa (V) stake by 33% in Q3 2026, buying an estimated $198K and bringing the position to 2,179 shares worth $783K. The position accounts for 0.05% of the portfolio, ranked #95.

Amplius Wealth Advisors first reported a position in V in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.04M in Q2 2025. 1,472 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Amplius Wealth Advisors held 2,179 shares of Visa worth $783K as of Q3 2026.
  • Amplius Wealth Advisors bought 542 Visa shares in Q3 2026, an estimated $198K.
  • Visa made up 0.05% of Amplius Wealth Advisors's portfolio in Q3 2026, its #95 holding.
  • Amplius Wealth Advisors first reported a position in Visa in Q4 2021 and has held it in 20 quarters since.
  • Amplius Wealth Advisors's Visa position peaked at $1.04M in Q2 2025.
  • 1,472 funds tracked by Wall St. Rank held Visa as of Q3 2026.

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