Cherry Tree Wealth Management’s Visa V Stock Holding History

Cherry Tree 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	$108K	Buy	302 +2	+0.7%	+$731	0.02%	217
2026 Q2	$103K	Hold	300	–	–	0.02%	223
2026 Q1	$90.5K	Buy	300 +6	+2%	+$1.93K	0.02%	219
2025 Q4	$103K	Sell	294 -102	-26%	-$34.8K	0.02%	219
2025 Q3	$135K	Sell	396 -50	-11%	-$17.3K	0.03%	193
2025 Q2	$158K	Sell	446 -13	-3%	-$4.53K	0.04%	175
2025 Q1	$161K	Buy	459 +29	+7%	+$9.81K	0.04%	170
2024 Q4	$136K	Hold	430	–	–	0.03%	182
2024 Q3	$118K	Hold	430	–	–	0.03%	200
2024 Q2	$113K	Sell	430 -9	-2%	-$2.47K	0.03%	191
2024 Q1	$122K	Buy	439 +9	+2%	+$2.48K	0.03%	189
2023 Q4	$112K	Hold	430	–	–	0.03%	187
2023 Q3	$98.8K	Hold	430	–	–	0.03%	188
2023 Q2	$102K	Buy	+430	New	+$98.4K	0.03%	189

Other funds holding V

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

Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Cherry Tree Wealth Management's V Position: Q3 2026 in Review

Cherry Tree Wealth Management increased its Visa (V) stake by 0.67% in Q3 2026, buying an estimated $731 and bringing the position to 302 shares worth $108K. The position accounts for 0.02% of the portfolio, ranked #217.

Cherry Tree Wealth Management first reported a position in V in Q2 2023 and has held it in 14 quarters since. The position peaked at $161K in Q1 2025. 665 funds tracked by Wall St. Rank hold V as of Q3 2026.

Cherry Tree Wealth Management held 302 shares of Visa worth $108K as of Q3 2026.
Cherry Tree Wealth Management bought 2 Visa shares in Q3 2026, an estimated $731.
Visa made up 0.02% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #217 holding.
Cherry Tree Wealth Management first reported a position in Visa in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's Visa position peaked at $161K in Q1 2025.
665 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.