Baker Tilly Wealth Management
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
Q3 		$3.88M Sell
10,793
-163
-1% -$59.6K 0.76% 27
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 		$9.6M 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 $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

Baker Tilly Wealth Management's V Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Visa (V) stake by 1.5% in Q3 2026, selling an estimated $59.6K and leaving 10,793 shares worth $3.88M. The position accounts for 0.76% of the portfolio, ranked #27.

Baker Tilly Wealth Management first reported a position in V in Q4 2020 and has held it in 24 quarters since. The position peaked at $15.2M in Q2 2023. 1,472 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Baker Tilly Wealth Management held 10,793 shares of Visa worth $3.88M as of Q3 2026.
  • Baker Tilly Wealth Management sold 163 Visa shares in Q3 2026, an estimated $59.6K.
  • Visa made up 0.76% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #27 holding.
  • Baker Tilly Wealth Management first reported a position in Visa in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's Visa position peaked at $15.2M in Q2 2023.
  • 1,472 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.