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Defined Wealth Management’s Visa V Stock Holding History

Defined 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 		$710K Buy
1,977
+68
+4% +$24.9K 0.36% 66
2026
Q2 		$655K Buy
1,909
+258
+16% +$82.8K 0.34% 71
2026
Q1 		$499K Sell
1,651
-98
-6% -$31.5K 0.29% 75
2025
Q4 		$613K Buy
1,749
+29
+2% +$9.9K 0.35% 65
2025
Q3 		$587K Buy
1,720
+168
+11% +$58.1K 0.34% 65
2025
Q2 		$551K Buy
1,552
+48
+3% +$16.7K 0.34% 61
2025
Q1 		$527K Buy
1,504
+25
+2% +$8.46K 0.35% 61
2024
Q4 		$467K Buy
1,479
+2
+0.1% +$601 0.31% 71
2024
Q3 		$406K Buy
1,477
+58
+4% +$15.7K 0.26% 82
2024
Q2 		$372K Buy
1,419
+46
+3% +$12.6K 0.26% 85
2024
Q1 		$383K Buy
1,373
+5
+0.4% +$1.38K 0.28% 83
2023
Q4 		$356K Buy
1,368
+21
+2% +$5.18K 0.27% 86
2023
Q3 		$310K Buy
1,347
+42
+3% +$10.1K 0.26% 85
2023
Q2 		$310K Buy
1,305
+7
+0.5% +$1.6K 0.26% 84
2023
Q1 		$293K Hold
1,298
– – 0.27% 83
2022
Q4 		$270K Hold
1,298
– – 0.25% 87
2022
Q3 		$231K Buy
+1,298
New +$264K 0.25% 82
2022
Q2 		– Sell
-1,298
Closed -$288K – 93
2022
Q1 		$288K Buy
+1,298
New +$281K 0.25% 84
2021
Q1 		– Sell
-385
Closed -$84K – 194
2020
Q4 		$84K Buy
+385
New +$78.8K 0.08% 117

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
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
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

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

Defined Wealth Management increased its Visa (V) stake by 3.6% in Q3 2026, buying an estimated $24.9K and bringing the position to 1,977 shares worth $710K. The position accounts for 0.36% of the portfolio, ranked #66.

Defined Wealth Management first reported a position in V in Q4 2020 and has held it in 19 quarters since. 985 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Defined Wealth Management held 1,977 shares of Visa worth $710K as of Q3 2026.
  • Defined Wealth Management bought 68 Visa shares in Q3 2026, an estimated $24.9K.
  • Visa made up 0.36% of Defined Wealth Management's portfolio in Q3 2026, its #66 holding.
  • Defined Wealth Management first reported a position in Visa in Q4 2020 and has held it in 19 quarters since.
  • 985 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Defined Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.