Centurion Wealth Management’s Visa V Stock Holding History

Centurion 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	$1.44M	Sell	4,187 -1,813	-30%	-$582K	0.34%	70
2026 Q1	$1.81M	Buy	6,000 +129	+2%	+$41.5K	0.41%	62
2025 Q4	$2.06M	Sell	5,871 -20	-0.3%	-$6.81K	0.45%	58
2025 Q3	$2.01M	Buy	5,891 +145	+3%	+$50.2K	0.46%	56
2025 Q2	$2.04M	Sell	5,746 -171	-3%	-$59.6K	0.58%	43
2025 Q1	$1.87M	Hold	5,917	–	–	0.59%	36
2024 Q4	$1.87M	Sell	5,917 -71	-1%	-$21.4K	0.59%	36
2024 Q3	$1.65M	Buy	+5,988	New	+$1.62M	0.53%	43
2024 Q1	$1.49M	Sell	5,324 -60	-1%	-$16.6K	0.59%	35
2023 Q4	$1.4M	Sell	5,384 -28	-0.5%	-$6.9K	0.6%	32
2023 Q3	$1.24M	Buy	5,412 +17	+0.3%	+$4.09K	0.61%	35
2023 Q2	$1.28M	Sell	5,395 -19	-0.4%	-$4.35K	0.62%	34
2023 Q1	$1.22M	Buy	5,414 +56	+1%	+$12.5K	0.62%	35
2022 Q4	$1.11M	Buy	+5,358	New	+$1.08M	0.63%	40

Other funds holding V

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Centurion Wealth Management reduced its Visa (V) stake by 30% in Q2 2026, selling an estimated $582K and leaving 4,187 shares worth $1.44M. The position accounts for 0.34% of the portfolio, ranked #70.

Centurion Wealth Management first reported a position in V in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.06M in Q4 2025. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

Centurion Wealth Management held 4,187 shares of Visa worth $1.44M as of Q2 2026.
Centurion Wealth Management sold 1,813 Visa shares in Q2 2026, an estimated $582K.
Visa made up 0.34% of Centurion Wealth Management's portfolio in Q2 2026, its #70 holding.
Centurion Wealth Management first reported a position in Visa in Q4 2022 and has held it in 14 quarters since.
Centurion Wealth Management's Visa position peaked at $2.06M in Q4 2025.
825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.