Athena Wealth Management
V icon

Athena Wealth Management’s Visa V Stock Holding History

Athena 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 		$356K Buy
990
+25
+3% +$9.14K 0.26% 78
2026
Q2 		$331K Buy
965
+43
+5% +$13.8K 0.25% 77
2026
Q1 		$279K Buy
922
+100
+12% +$32.2K 0.23% 84
2025
Q4 		$288K Buy
+822
New +$280K 0.28% 79

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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Local Pensions Partnership Investment
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return

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

Athena Wealth Management increased its Visa (V) stake by 2.6% in Q3 2026, buying an estimated $9.14K and bringing the position to 990 shares worth $356K. The position accounts for 0.26% of the portfolio, ranked #78.

Athena Wealth Management first reported a position in V in Q4 2025 and has held it in 4 quarters since. 1,713 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Athena Wealth Management held 990 shares of Visa worth $356K as of Q3 2026.
  • Athena Wealth Management bought 25 Visa shares in Q3 2026, an estimated $9.14K.
  • Visa made up 0.26% of Athena Wealth Management's portfolio in Q3 2026, its #78 holding.
  • Athena Wealth Management first reported a position in Visa in Q4 2025 and has held it in 4 quarters since.
  • 1,713 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Athena Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.