Courage Miller Partners’s Visa V Stock Holding History

Courage Miller Partners’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	$335K	Hold	932	–	–	0.09%	77
2026 Q2	$320K	Hold	932	–	–	0.08%	78
2026 Q1	$282K	Hold	932	–	–	0.08%	82
2025 Q4	$327K	Sell	932 -268	-22%	-$91.3K	0.1%	71
2025 Q3	$410K	Hold	1,200	–	–	0.12%	58
2025 Q2	$426K	Hold	1,200	–	–	0.14%	59
2025 Q1	$421K	Hold	1,200	–	–	0.14%	60
2024 Q4	$379K	Hold	1,200	–	–	0.13%	63
2024 Q3	$330K	Hold	1,200	–	–	0.11%	66
2024 Q2	$315K	Hold	1,200	–	–	0.11%	67
2024 Q1	$335K	Hold	1,200	–	–	0.12%	71
2023 Q4	$312K	Hold	1,200	–	–	0.12%	68
2023 Q3	$276K	Hold	1,200	–	–	0.11%	69
2023 Q2	$285K	Hold	1,200	–	–	0.12%	69
2023 Q1	$271K	Hold	1,200	–	–	0.11%	69
2022 Q4	$249K	Hold	1,200	–	–	0.11%	65
2022 Q3	$213K	Hold	1,200	–	–	0.11%	65
2022 Q2	$236K	Hold	1,200	–	–	0.11%	64
2022 Q1	$266K	Hold	1,200	–	–	0.11%	66
2021 Q4	$260K	Hold	1,200	–	–	0.1%	73
2021 Q3	$267K	Sell	1,200 -80	-6%	-$18.8K	0.11%	71
2021 Q2	$299K	Hold	1,280	–	–	0.12%	70
2021 Q1	$271K	Hold	1,280	–	–	0.12%	73
2020 Q4	$280K	Hold	1,280	–	–	0.13%	72
2020 Q3	$247K	Hold	1,280	–	–	0.13%	71
2020 Q2	$247K	Buy	+1,280	New	+$234K	0.13%	71
2020 Q1	–	Sell	-1,200	Closed	-$225K	–	73
2019 Q4	$225K	Buy	+1,200	New	+$216K	0.12%	72

Other funds holding V

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

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

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

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

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Courage Miller Partners's V Position: Q3 2026 in Review

Courage Miller Partners held its Visa (V) position steady in Q3 2026 at 932 shares worth $335K. The position accounts for 0.09% of the portfolio, ranked #77.

Courage Miller Partners first reported a position in V in Q4 2019 and has held it in 27 quarters since. The position peaked at $426K in Q2 2025. 1,352 funds tracked by Wall St. Rank hold V as of Q3 2026.

Courage Miller Partners held 932 shares of Visa worth $335K as of Q3 2026.
Courage Miller Partners left its Visa share count unchanged in Q3 2026.
Visa made up 0.09% of Courage Miller Partners's portfolio in Q3 2026, its #77 holding.
Courage Miller Partners first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
Courage Miller Partners's Visa position peaked at $426K in Q2 2025.
1,352 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Courage Miller Partners's 13F filing for Q3 2026, filed 21 Oct 2026.