BTWM
V icon

Baker Tilly Wealth Management’s Visa V Stock Holding History

Baker Tilly 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
Q2 		$3.76M Buy
10,956
+381
+4% +$122K 0.8% 30
2026
Q1 		$3.2M Sell
10,575
-352
-3% -$113K 0.78% 29
2025
Q4 		$3.83M Sell
10,927
-391
-3% -$133K 0.94% 24
2025
Q3 		$3.86M Sell
11,318
-268
-2% -$92.8K 0.87% 29
2025
Q2 		$4.11M Sell
11,586
-879
-7% -$306K 1.47% 17
2025
Q1 		$4.37M Buy
12,465
+348
+3% +$118K 1.71% 13
2024
Q4 		$3.83M Buy
12,117
+601
+5% +$181K 1.5% 15
2024
Q3 		$3.17M Buy
11,516
+313
+3% +$84.6K 1.4% 13
2024
Q2 		$2.94M Sell
11,203
-14,615
-57% -$4.01M 1.2% 13
2024
Q1 		$7.21M Buy
25,818
+1,020
+4% +$282K 1.3% 11
2023
Q4 		$6.46M Sell
24,798
-3,689
-13% -$909K 1.06% 12
2023
Q3 		$6.55M Sell
28,487
-35,533
-56% -$8.54M 1.08% 13
2023
Q2 		$15.2M Buy
64,020
+1,774
+3% +$406K 1.6% 9
2023
Q1 		$14M Buy
62,246
+3,830
+7% +$852K 1.58% 9
2022
Q4 		$12.1M Sell
58,416
-685
-1% -$138K 1.49% 7
2022
Q3 		$10.5M Sell
59,101
-2,431
-4% -$495K 1.43% 9
2022
Q2 		$12.1M Buy
61,532
+1,851
+3% +$383K 1.59% 9
2022
Q1 		$13.2M Buy
59,681
+15,182
+34% +$3.28M 1.46% 9
2021
Q4 		$9.64M Buy
44,499
+5,258
+13% +$1.13M 1.04% 13
2021
Q3 		$8.74M Buy
39,241
+8,472
+28% +$1.99M 1.15% 12
2021
Q2 		$7.19M Buy
30,769
+3,220
+12% +$736K 1.16% 10
2021
Q1 		$5.83M Buy
27,549
+16,427
+148% +$3.46M 1.19% 8
2020
Q4 		$2.43M Buy
+11,122
New +$2.28M 0.75% 28

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Baker Tilly Wealth Management's V Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its Visa (V) stake by 3.6% in Q2 2026, buying an estimated $122K and bringing the position to 10,956 shares worth $3.76M. The position accounts for 0.8% of the portfolio, ranked #30.

Baker Tilly Wealth Management first reported a position in V in Q4 2020 and has held it in 23 quarters since. The position peaked at $15.2M in Q2 2023. 930 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Baker Tilly Wealth Management held 10,956 shares of Visa worth $3.76M as of Q2 2026.
  • Baker Tilly Wealth Management bought 381 Visa shares in Q2 2026, an estimated $122K.
  • Visa made up 0.8% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Baker Tilly Wealth Management first reported a position in Visa in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's Visa position peaked at $15.2M in Q2 2023.
  • 930 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.