BWM
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Baron Wealth Management’s Visa V Stock Holding History

Baron 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 		$1.52M Buy
4,416
+418
+10% +$134K 0.39% 30
2026
Q1 		$1.21M Sell
3,998
-127
-3% -$40.8K 0.36% 30
2025
Q4 		$1.45M Sell
4,125
-15
-0.4% -$5.11K 0.45% 26
2025
Q3 		$1.41M Sell
4,140
-313
-7% -$108K 0.47% 23
2025
Q2 		$1.58M Buy
4,453
+441
+11% +$154K 0.56% 21
2025
Q1 		$1.41M Buy
4,012
+455
+13% +$154K 0.62% 17
2024
Q4 		$1.12M Sell
3,557
-58
-2% -$17.4K 0.53% 21
2024
Q3 		$994K Buy
3,615
+339
+10% +$91.7K 0.48% 27
2024
Q2 		$860K Sell
3,276
-75
-2% -$20.6K 0.45% 26
2024
Q1 		$935K Buy
3,351
+394
+13% +$109K 0.5% 27
2023
Q4 		$770K Buy
2,957
+30
+1% +$7.39K 0.42% 27
2023
Q3 		$673K Buy
2,927
+29
+1% +$6.97K 0.43% 29
2023
Q2 		$688K Buy
2,898
+21
+0.7% +$4.81K 0.44% 27
2023
Q1 		$649K Buy
2,877
+13
+0.5% +$2.89K 0.46% 27
2022
Q4 		$595K Buy
+2,864
New +$578K 0.46% 30

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

Baron Wealth Management's V Position: Q2 2026 in Review

Baron Wealth Management increased its Visa (V) stake by 10% in Q2 2026, buying an estimated $134K and bringing the position to 4,416 shares worth $1.52M. The position accounts for 0.39% of the portfolio, ranked #30.

Baron Wealth Management first reported a position in V in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.58M in Q2 2025. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Baron Wealth Management held 4,416 shares of Visa worth $1.52M as of Q2 2026.
  • Baron Wealth Management bought 418 Visa shares in Q2 2026, an estimated $134K.
  • Visa made up 0.39% of Baron Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Baron Wealth Management first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • Baron Wealth Management's Visa position peaked at $1.58M in Q2 2025.
  • 825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.