Delap Wealth Advisory’s Visa V Stock Holding History

Delap 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	$231K	Sell	642 -111	-15%	-$40.6K	0.08%	79
2026 Q2	$258K	Buy	753 +14	+2%	+$4.5K	0.09%	80
2026 Q1	$223K	Sell	739 -210	-22%	-$67.5K	0.08%	83
2025 Q4	$333K	Buy	949 +144	+18%	+$49.1K	0.13%	78
2025 Q3	$280K	Buy	805 +25	+3%	+$8.65K	0.12%	73
2025 Q2	$277K	Buy	780 +11	+1%	+$3.83K	0.13%	67
2025 Q1	$270K	Sell	769 -265	-26%	-$89.7K	0.15%	66
2024 Q4	$327K	Buy	1,034 +256	+33%	+$77K	0.2%	53
2024 Q3	$214K	Sell	778 -180	-19%	-$48.7K	0.14%	59
2024 Q2	$251K	Sell	958 -2,270	-70%	-$622K	0.12%	96
2024 Q1	$901K	Buy	3,228 +1,603	+99%	+$443K	0.36%	44
2023 Q4	$423K	Buy	+1,625	New	+$401K	0.19%	55
2023 Q1	–	Sell	-1,042	Closed	-$216K	–	72
2022 Q4	$216K	Buy	+1,042	New	+$210K	0.23%	63

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

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

Delap Wealth Advisory reduced its Visa (V) stake by 15% in Q3 2026, selling an estimated $40.6K and leaving 642 shares worth $231K. The position accounts for 0.08% of the portfolio, ranked #79.

Delap Wealth Advisory first reported a position in V in Q4 2022 and has held it in 13 quarters since. The position peaked at $901K in Q1 2024. 1,290 funds tracked by Wall St. Rank hold V as of Q3 2026.

Delap Wealth Advisory held 642 shares of Visa worth $231K as of Q3 2026.
Delap Wealth Advisory sold 111 Visa shares in Q3 2026, an estimated $40.6K.
Visa made up 0.08% of Delap Wealth Advisory's portfolio in Q3 2026, its #79 holding.
Delap Wealth Advisory first reported a position in Visa in Q4 2022 and has held it in 13 quarters since.
Delap Wealth Advisory's Visa position peaked at $901K in Q1 2024.
1,290 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.