Axxcess Wealth Management
V icon

Axxcess Wealth Management’s Visa V Stock Holding History

Axxcess 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 		$13.1M Sell
36,586
-23,822
-39% -$8.71M 0.54% 38
2026
Q2 		$20.7M Buy
60,408
+6,772
+13% +$2.17M 0.33% 64
2026
Q1 		$16.2M Sell
53,636
-8,006
-13% -$2.57M 0.52% 45
2025
Q4 		$21.6M Buy
61,642
+8,072
+15% +$2.75M 0.37% 54
2025
Q3 		$18.3M Sell
53,570
-674
-1% -$233K 0.39% 51
2025
Q2 		$19.3M Sell
54,244
-1,003
-2% -$350K 0.45% 43
2025
Q1 		$19.4M Buy
55,247
+234
+0.4% +$79.2K 0.51% 41
2024
Q4 		$17.4M Buy
55,013
+466
+0.9% +$140K 0.42% 50
2024
Q3 		$15M Buy
54,547
+337
+0.6% +$91.1K 0.37% 56
2024
Q2 		$14.2M Sell
54,210
-5,008
-8% -$1.37M 0.38% 53
2024
Q1 		$16.5M Buy
59,218
+1,931
+3% +$533K 0.45% 47
2023
Q4 		$14.9M Buy
57,287
+6,356
+12% +$1.57M 0.43% 45
2023
Q3 		$11.7M Buy
50,931
+22,223
+77% +$5.34M 0.4% 54
2023
Q2 		$6.82M Sell
28,708
-3,306
-10% -$757K 0.49% 42
2023
Q1 		$7.22M Sell
32,014
-644
-2% -$143K 0.55% 37
2022
Q4 		$6.78M Buy
32,658
+19,618
+150% +$3.96M 0.56% 39
2022
Q3 		$2.32M Sell
13,040
-606
-4% -$123K 0.22% 92
2022
Q2 		$2.69M Buy
13,646
+2,168
+19% +$448K 0.25% 87
2022
Q1 		$2.54M Buy
11,478
+2,616
+30% +$566K 0.2% 98
2021
Q4 		$1.92M Buy
+8,862
New +$1.9M 0.14% 127

Other funds holding V

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
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
Troy Asset Management
Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 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

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

Axxcess Wealth Management reduced its Visa (V) stake by 39% in Q3 2026, selling an estimated $8.71M and leaving 36,586 shares worth $13.1M. The position accounts for 0.54% of the portfolio, ranked #38.

Axxcess Wealth Management first reported a position in V in Q4 2021 and has held it in 20 quarters since. The position peaked at $21.6M in Q4 2025. 1,784 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Axxcess Wealth Management held 36,586 shares of Visa worth $13.1M as of Q3 2026.
  • Axxcess Wealth Management sold 23,822 Visa shares in Q3 2026, an estimated $8.71M.
  • Visa made up 0.54% of Axxcess Wealth Management's portfolio in Q3 2026, its #38 holding.
  • Axxcess Wealth Management first reported a position in Visa in Q4 2021 and has held it in 20 quarters since.
  • Axxcess Wealth Management's Visa position peaked at $21.6M in Q4 2025.
  • 1,784 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.