Atticus Wealth Management
V icon

Atticus Wealth Management’s Visa V Stock Holding History

Atticus 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 		$1.8M Buy
5,007
+115
+2% +$42K 0.4% 43
2026
Q2 		$1.68M Buy
4,892
+63
+1% +$20.2K 0.4% 49
2026
Q1 		$1.46M Sell
4,829
-207
-4% -$66.6K 0.4% 47
2025
Q4 		$1.77M Buy
5,036
+6
+0.1% +$2.04K 0.44% 44
2025
Q3 		$1.72M Buy
5,030
+474
+10% +$164K 0.43% 42
2025
Q2 		$1.62M Buy
4,556
+803
+21% +$280K 0.44% 40
2025
Q1 		$1.32M Sell
3,753
-65
-2% -$22K 0.43% 38
2024
Q4 		$1.21M Buy
3,818
+95
+3% +$28.6K 0.38% 38
2024
Q3 		$1.02M Sell
3,723
-89
-2% -$24.1K 0.33% 40
2024
Q2 		$1M Sell
3,812
-118
-3% -$32.3K 0.33% 39
2024
Q1 		$1.1M Buy
3,930
+120
+3% +$33.1K 0.36% 41
2023
Q4 		$992K Buy
3,810
+17
+0.4% +$4.19K 0.35% 41
2023
Q3 		$872K Buy
3,793
+21
+0.6% +$5.05K 0.33% 43
2023
Q2 		$896K Buy
3,772
+10
+0.3% +$2.29K 0.33% 43
2023
Q1 		$848K Sell
3,762
-91
-2% -$20.3K 0.32% 45
2022
Q4 		$801K Sell
3,853
-267
-6% -$53.8K 0.33% 54
2022
Q3 		$811K Hold
4,120
– – 0.39% 39
2022
Q2 		$811K Sell
4,120
-16
-0.4% -$3.31K 0.34% 51
2022
Q1 		$917K Buy
4,136
+2,236
+118% +$484K 0.33% 56
2021
Q4 		$412K Sell
1,900
-2,106
-53% -$452K 0.16% 87
2021
Q3 		$892K Sell
4,006
-380
-9% -$89.1K 0.39% 41
2021
Q2 		$1.03M Sell
4,386
-155
-3% -$35.4K 0.45% 43
2021
Q1 		$962K Sell
4,541
-529
-10% -$111K 0.46% 42
2020
Q4 		$1.11M Buy
5,070
+501
+11% +$103K 0.56% 37
2020
Q3 		$914K Sell
4,569
-28
-0.6% -$5.59K 0.55% 41
2020
Q2 		$888K Buy
4,597
+945
+26% +$173K 0.59% 37
2020
Q1 		$588K Buy
3,652
+549
+18% +$103K 0.47% 42
2019
Q4 		$583K Buy
+3,103
New +$559K 0.37% 46

Other funds holding V

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

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

Atticus Wealth Management increased its Visa (V) stake by 2.4% in Q3 2026, buying an estimated $42K and bringing the position to 5,007 shares worth $1.8M. The position accounts for 0.4% of the portfolio, ranked #43.

Atticus Wealth Management first reported a position in V in Q4 2019 and has held it in 28 quarters since. 2,492 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Atticus Wealth Management held 5,007 shares of Visa worth $1.8M as of Q3 2026.
  • Atticus Wealth Management bought 115 Visa shares in Q3 2026, an estimated $42K.
  • Visa made up 0.4% of Atticus Wealth Management's portfolio in Q3 2026, its #43 holding.
  • Atticus Wealth Management first reported a position in Visa in Q4 2019 and has held it in 28 quarters since.
  • 2,492 funds tracked by Wall St. Rank held Visa as of Q3 2026.

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