Chemistry Wealth Management’s Visa V Stock Holding History

Chemistry 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	$1.81M	Buy	5,272 +608	+13%	+$195K	0.29%	56
2026 Q1	$1.41M	Buy	4,664 +2,558	+121%	+$823K	0.25%	61
2025 Q4	$739K	Buy	2,106 +435	+26%	+$148K	0.14%	101
2025 Q3	$570K	Buy	1,671 +127	+8%	+$44K	0.11%	111
2025 Q2	$548K	Buy	1,544 +175	+13%	+$61K	0.12%	105
2025 Q1	$480K	Buy	1,369 +291	+27%	+$98.5K	0.11%	104
2024 Q4	$341K	Buy	1,078 +130	+14%	+$39.1K	0.08%	124
2024 Q3	$261K	Buy	948 +50	+6%	+$13.5K	0.06%	148
2024 Q2	$236K	Hold	898	–	–	0.06%	144
2024 Q1	$251K	Sell	898 -9	-1%	-$2.48K	0.07%	143
2023 Q4	$236K	Buy	907 +23	+3%	+$5.67K	0.07%	137
2023 Q3	$203K	Buy	+884	New	+$212K	0.07%	139

Other funds holding V

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

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

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Chemistry Wealth Management increased its Visa (V) stake by 13% in Q2 2026, buying an estimated $195K and bringing the position to 5,272 shares worth $1.81M. The position accounts for 0.29% of the portfolio, ranked #56.

Chemistry Wealth Management first reported a position in V in Q3 2023 and has held it in 12 quarters since. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

Chemistry Wealth Management held 5,272 shares of Visa worth $1.81M as of Q2 2026.
Chemistry Wealth Management bought 608 Visa shares in Q2 2026, an estimated $195K.
Visa made up 0.29% of Chemistry Wealth Management's portfolio in Q2 2026, its #56 holding.
Chemistry Wealth Management first reported a position in Visa in Q3 2023 and has held it in 12 quarters since.
1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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