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Brown Miller Wealth Management’s Visa V Stock Holding History

Brown Miller 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 		$4.09M Buy
11,930
+294
+3% +$94.4K 1.03% 23
2026
Q1 		$3.52M Buy
11,636
+227
+2% +$73K 1% 23
2025
Q4 		$4M Buy
11,409
+74
+0.7% +$25.2K 1.11% 21
2025
Q3 		$3.87M Buy
11,335
+251
+2% +$86.9K 1.1% 19
2025
Q2 		$3.94M Buy
11,084
+10
+0.1% +$3.49K 1.22% 18
2025
Q1 		$3.88M Buy
11,074
+264
+2% +$89.3K 1.34% 16
2024
Q4 		$3.42M Buy
10,810
+12
+0.1% +$3.61K 1.31% 17
2024
Q3 		$2.97M Buy
10,798
+286
+3% +$77.3K 1.15% 25
2024
Q2 		$2.76M Buy
10,512
+242
+2% +$66.3K 1.15% 24
2024
Q1 		$2.87M Buy
10,270
+8,641
+530% +$2.39M 1.26% 22
2023
Q4 		$424K Buy
1,629
+1
+0.1% +$246 0.21% 87
2023
Q3 		$374K Sell
1,628
-10
-0.6% -$2.4K 0.21% 87
2023
Q2 		$389K Hold
1,638
– – 0.21% 84
2023
Q1 		$369K Sell
1,638
-47
-3% -$10.5K 0.22% 87
2022
Q4 		$350K Hold
1,685
– – 0.22% 87
2022
Q3 		$299K Hold
1,685
– – 0.21% 91
2022
Q2 		$331K Buy
1,685
+25
+2% +$5.17K 0.23% 87
2022
Q1 		$368K Buy
1,660
+44
+3% +$9.52K 0.21% 83
2021
Q4 		$350K Buy
1,616
+174
+12% +$37.4K 0.2% 89
2021
Q3 		$321K Sell
1,442
-36
-2% -$8.44K 0.2% 90
2021
Q2 		$345K Hold
1,478
– – 0.22% 90
2021
Q1 		$313K Buy
1,478
+116
+9% +$24.4K 0.22% 89
2020
Q4 		$298K Buy
+1,362
New +$279K 0.22% 86

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

Brown Miller Wealth Management's V Position: Q2 2026 in Review

Brown Miller Wealth Management increased its Visa (V) stake by 2.5% in Q2 2026, buying an estimated $94.4K and bringing the position to 11,930 shares worth $4.09M. The position accounts for 1.03% of the portfolio, ranked #23.

Brown Miller Wealth Management first reported a position in V in Q4 2020 and has held it in 23 quarters since. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Brown Miller Wealth Management held 11,930 shares of Visa worth $4.09M as of Q2 2026.
  • Brown Miller Wealth Management bought 294 Visa shares in Q2 2026, an estimated $94.4K.
  • Visa made up 1.03% of Brown Miller Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Brown Miller Wealth Management first reported a position in Visa in Q4 2020 and has held it in 23 quarters since.
  • 1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.