Discipline Wealth Solutions
V icon

Discipline Wealth Solutions’s Visa V Stock Holding History

Discipline Wealth Solutions’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 		$965K Sell
2,686
-103
-4% -$37.6K 0.08% 82
2026
Q2 		$957K Buy
2,789
+117
+4% +$37.6K 0.08% 84
2026
Q1 		$808K Buy
2,672
+390
+17% +$125K 0.09% 82
2025
Q4 		$800K Buy
2,282
+45
+2% +$15.3K 0.15% 77
2025
Q3 		$764K Buy
2,237
+825
+58% +$286K 0.2% 73
2025
Q2 		$501K Hold
1,412
– – 0.19% 61
2025
Q1 		$495K Hold
1,412
– – 0.24% 49
2024
Q4 		$446K Buy
1,412
+89
+7% +$26.8K 0.21% 52
2024
Q3 		$364K Buy
+1,323
New +$358K 0.19% 52

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

Discipline Wealth Solutions's V Position: Q3 2026 in Review

Discipline Wealth Solutions reduced its Visa (V) stake by 3.7% in Q3 2026, selling an estimated $37.6K and leaving 2,686 shares worth $965K. The position accounts for 0.08% of the portfolio, ranked #82.

Discipline Wealth Solutions first reported a position in V in Q3 2024 and has held it in 9 quarters since. 1,472 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Discipline Wealth Solutions held 2,686 shares of Visa worth $965K as of Q3 2026.
  • Discipline Wealth Solutions sold 103 Visa shares in Q3 2026, an estimated $37.6K.
  • Visa made up 0.08% of Discipline Wealth Solutions's portfolio in Q3 2026, its #82 holding.
  • Discipline Wealth Solutions first reported a position in Visa in Q3 2024 and has held it in 9 quarters since.
  • 1,472 funds tracked by Wall St. Rank held Visa as of Q3 2026.

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