Barlow Wealth Partners’s Visa V Stock Holding History

Barlow Wealth Partners’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	$41.1M	Buy	110,867 +1,475	+1%	+$539K	4.24%	4
2026 Q2	$38M	Buy	109,392 +1,251	+1%	+$402K	4.11%	4
2026 Q1	$34.3M	Buy	108,141 +2,632	+2%	+$846K	3.81%	5
2025 Q4	$36.9M	Buy	105,509 +1,937	+2%	+$660K	3.98%	5
2025 Q3	$35.8M	Sell	103,572 -1,731	-2%	-$599K	3.98%	5
2025 Q2	$37.3M	Buy	105,303 +1,464	+1%	+$510K	4.46%	4
2025 Q1	$34.8M	Buy	103,839 +1,394	+1%	+$472K	4.57%	3
2024 Q4	$32.4M	Buy	102,445 +5,445	+6%	+$1.64M	4.1%	4
2024 Q3	$26.6M	Buy	97,000 +1,498	+2%	+$405K	3.47%	6
2024 Q2	$24.3M	Buy	95,502 +3,046	+3%	+$835K	3.36%	6
2024 Q1	$25.5M	Buy	92,456 +2,475	+3%	+$683K	3.47%	3
2023 Q4	$23.4M	Buy	+89,981	New	+$22.2M	3.33%	3

Other funds holding V

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Barlow Wealth Partners's V Position: Q3 2026 in Review

Barlow Wealth Partners increased its Visa (V) stake by 1.3% in Q3 2026, buying an estimated $539K and bringing the position to 110,867 shares worth $41.1M. The position accounts for 4.24% of the portfolio, ranked #4.

Barlow Wealth Partners first reported a position in V in Q4 2023 and has held it in 12 quarters since. 1,352 funds tracked by Wall St. Rank hold V as of Q3 2026.

Barlow Wealth Partners held 110,867 shares of Visa worth $41.1M as of Q3 2026.
Barlow Wealth Partners bought 1,475 Visa shares in Q3 2026, an estimated $539K.
Visa made up 4.24% of Barlow Wealth Partners's portfolio in Q3 2026, its #4 holding.
Barlow Wealth Partners first reported a position in Visa in Q4 2023 and has held it in 12 quarters since.
1,352 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.