Consilium Wealth Advisory
V icon

Consilium Wealth Advisory’s Visa V Stock Holding History

Consilium Wealth Advisory’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 		$1.24M Buy
3,449
+140
+4% +$51.2K 0.37% 47
2026
Q2 		$1.14M Buy
3,309
+2
+0.1% +$642 0.34% 45
2026
Q1 		$1000K Buy
3,307
+704
+27% +$226K 0.34% 46
2025
Q4 		$913K Buy
2,603
+97
+4% +$33K 0.34% 48
2025
Q3 		$856K Buy
2,506
+79
+3% +$27.3K 0.33% 51
2025
Q2 		$862K Buy
+2,427
New +$846K 0.36% 46

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Consilium Wealth Advisory's V Position: Q3 2026 in Review

Consilium Wealth Advisory increased its Visa (V) stake by 4.2% in Q3 2026, buying an estimated $51.2K and bringing the position to 3,449 shares worth $1.24M. The position accounts for 0.37% of the portfolio, ranked #47.

Consilium Wealth Advisory first reported a position in V in Q2 2025 and has held it in 6 quarters since. 1,472 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Consilium Wealth Advisory held 3,449 shares of Visa worth $1.24M as of Q3 2026.
  • Consilium Wealth Advisory bought 140 Visa shares in Q3 2026, an estimated $51.2K.
  • Visa made up 0.37% of Consilium Wealth Advisory's portfolio in Q3 2026, its #47 holding.
  • Consilium Wealth Advisory first reported a position in Visa in Q2 2025 and has held it in 6 quarters since.
  • 1,472 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.