CWM
V icon

Cahaba Wealth Management’s Visa V Stock Holding History

Cahaba 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 		– Sell
-100
Closed -$30.2K – 164
2026
Q1 		$30.2K Buy
+100
New +$32.2K ﹤0.01% 154

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

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

Cahaba Wealth Management reduced its Visa (V) stake by 3.4% in Q2 2026, selling an estimated $25.4K and leaving 2,271 shares worth $779K. The position accounts for 0.05% of the portfolio, ranked #73.

Cahaba Wealth Management first reported a position in V in Q4 2019 and has held it in 23 quarters since. The position peaked at $968K in Q1 2025. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Cahaba Wealth Management held 2,271 shares of Visa worth $779K as of Q2 2026.
  • Cahaba Wealth Management sold 79 Visa shares in Q2 2026, an estimated $25.4K.
  • Visa made up 0.05% of Cahaba Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Cahaba Wealth Management first reported a position in Visa in Q4 2019 and has held it in 23 quarters since.
  • Cahaba Wealth Management's Visa position peaked at $968K in Q1 2025.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.