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Challenger Wealth Management’s Visa V Stock Holding History

Challenger 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 		$1.74M Sell
5,082
-175
-3% -$56.2K 1.28% 17
2026
Q1 		$1.59M Sell
5,257
-114
-2% -$36.7K 1.27% 17
2025
Q4 		$1.88M Buy
5,371
+4
+0.1% +$1.36K 1.44% 16
2025
Q3 		$1.83M Sell
5,367
-1,202
-18% -$416K 1.43% 16
2025
Q2 		$2.33M Buy
6,569
+379
+6% +$132K 1.62% 14
2025
Q1 		$2.17M Buy
6,190
+192
+3% +$65K 1.72% 14
2024
Q4 		$1.9M Buy
+5,998
New +$1.8M 1.63% 16

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

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

Challenger Wealth Management reduced its Visa (V) stake by 3.3% in Q2 2026, selling an estimated $56.2K and leaving 5,082 shares worth $1.74M. The position accounts for 1.28% of the portfolio, ranked #17.

Challenger Wealth Management first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.33M in Q2 2025. 2,146 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Challenger Wealth Management held 5,082 shares of Visa worth $1.74M as of Q2 2026.
  • Challenger Wealth Management sold 175 Visa shares in Q2 2026, an estimated $56.2K.
  • Visa made up 1.28% of Challenger Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Challenger Wealth Management first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Challenger Wealth Management's Visa position peaked at $2.33M in Q2 2025.
  • 2,146 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Challenger Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.