Apex Wealth Management
V icon

Apex Wealth Management’s Visa V Stock Holding History

Apex 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 		$350K Buy
974
+29
+3% +$10.6K 0.21% 51
2026
Q2 		$324K Buy
945
+2
+0.2% +$642 0.2% 54
2026
Q1 		$285K Buy
943
+11
+1% +$3.54K 0.2% 54
2025
Q4 		$306K Buy
932
+10
+1% +$3.41K 0.31% 42
2025
Q3 		$315K Buy
922
+14
+2% +$4.84K 0.23% 49
2025
Q2 		$322K Buy
908
+35
+4% +$12.2K 0.26% 42
2025
Q1 		$306K Buy
873
+16
+2% +$5.41K 0.28% 41
2024
Q4 		$271K Buy
+857
New +$258K 0.23% 43

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

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

Apex Wealth Management increased its Visa (V) stake by 3.1% in Q3 2026, buying an estimated $10.6K and bringing the position to 974 shares worth $350K. The position accounts for 0.21% of the portfolio, ranked #51.

Apex Wealth Management first reported a position in V in Q4 2024 and has held it in 8 quarters since. 1,472 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Apex Wealth Management held 974 shares of Visa worth $350K as of Q3 2026.
  • Apex Wealth Management bought 29 Visa shares in Q3 2026, an estimated $10.6K.
  • Visa made up 0.21% of Apex Wealth Management's portfolio in Q3 2026, its #51 holding.
  • Apex Wealth Management first reported a position in Visa in Q4 2024 and has held it in 8 quarters since.
  • 1,472 funds tracked by Wall St. Rank held Visa as of Q3 2026.

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