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Brady Martz Wealth Solutions’s Visa V Stock Holding History

Brady Martz Wealth Solutions’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 		$2.51M Buy
7,321
+174
+2% +$55.9K 0.38% 59
2026
Q1 		$2.16M Buy
7,147
+1,687
+31% +$542K 0.37% 62
2025
Q4 		$1.91M Buy
5,460
+1,583
+41% +$539K 0.34% 62
2025
Q3 		$1.32M Buy
3,877
+1
+0% +$346 0.24% 77
2025
Q2 		$1.38M Sell
3,876
-43
-1% -$15K 0.27% 73
2025
Q1 		$1.37M Sell
3,919
-11
-0.3% -$3.72K 0.31% 68
2024
Q4 		$1.21M Buy
+3,930
New +$1.18M 0.29% 75

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Brady Martz Wealth Solutions's V Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its Visa (V) stake by 2.4% in Q2 2026, buying an estimated $55.9K and bringing the position to 7,321 shares worth $2.51M. The position accounts for 0.38% of the portfolio, ranked #59.

Brady Martz Wealth Solutions first reported a position in V in Q4 2024 and has held it in 7 quarters since. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Brady Martz Wealth Solutions held 7,321 shares of Visa worth $2.51M as of Q2 2026.
  • Brady Martz Wealth Solutions bought 174 Visa shares in Q2 2026, an estimated $55.9K.
  • Visa made up 0.38% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #59 holding.
  • Brady Martz Wealth Solutions first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.