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Bosman Wealth Management’s Visa V Stock Holding History

Bosman 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 		$206K Buy
+600
New +$193K 0.13% 55
2026
Q1 		– Sell
-600
Closed -$210K – 64
2025
Q4 		$210K Hold
600
– – 0.17% 48
2025
Q3 		$205K Hold
600
– – 0.16% 41
2025
Q2 		$213K Sell
600
-100
-14% -$34.9K 0.19% 38
2025
Q1 		$245K Sell
700
-2
-0.3% -$677 0.25% 37
2024
Q4 		$222K Buy
+702
New +$211K 0.21% 34

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Bosman Wealth Management opened a new position in Visa (V) in Q2 2026: 600 shares worth $206K. The stake represents 0.13% of the portfolio and ranks #55 among its holdings. This is a return to the name: Bosman Wealth Management previously reported a position in V as recently as Q4 2025.

Bosman Wealth Management first reported a position in V in Q4 2024 and has held it in 6 quarters since. The position peaked at $245K in Q1 2025. 2,060 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Bosman Wealth Management held 600 shares of Visa worth $206K as of Q2 2026.
  • Visa was a new Bosman Wealth Management position in Q2 2026.
  • Visa made up 0.13% of Bosman Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Bosman Wealth Management first reported a position in Visa in Q4 2024 and has held it in 6 quarters since.
  • Bosman Wealth Management's Visa position peaked at $245K in Q1 2025.
  • 2,060 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Bosman Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.