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 Q3	$1.78M	Sell	4,955 -127	-2%	-$46.4K	1.3%	17
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

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Challenger Wealth Management's V Position: Q3 2026 in Review

Challenger Wealth Management reduced its Visa (V) stake by 2.5% in Q3 2026, selling an estimated $46.4K and leaving 4,955 shares worth $1.78M. The position accounts for 1.3% of the portfolio, ranked #17.

Challenger Wealth Management first reported a position in V in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.33M in Q2 2025. 2,054 funds tracked by Wall St. Rank hold V as of Q3 2026.

Challenger Wealth Management held 4,955 shares of Visa worth $1.78M as of Q3 2026.
Challenger Wealth Management sold 127 Visa shares in Q3 2026, an estimated $46.4K.
Visa made up 1.3% of Challenger Wealth Management's portfolio in Q3 2026, its #17 holding.
Challenger Wealth Management first reported a position in Visa in Q4 2024 and has held it in 8 quarters since.
Challenger Wealth Management's Visa position peaked at $2.33M in Q2 2025.
2,054 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Challenger Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.