Diversified Management
V icon

Diversified Management’s Visa V Stock Holding History

Diversified 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 		$715K Buy
1,990
+567
+40% +$207K 0.12% 135
2026
Q2 		$488K Sell
1,423
-957
-40% -$307K 0.1% 102
2026
Q1 		$719K Buy
2,380
+1,010
+74% +$325K 0.12% 157
2025
Q4 		$480K Buy
+1,370
New +$467K 0.11% 103

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

Diversified Management's V Position: Q3 2026 in Review

Diversified Management increased its Visa (V) stake by 40% in Q3 2026, buying an estimated $207K and bringing the position to 1,990 shares worth $715K. The position accounts for 0.12% of the portfolio, ranked #135.

Diversified Management first reported a position in V in Q4 2025 and has held it in 4 quarters since. The position peaked at $719K in Q1 2026. 1,367 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Diversified Management held 1,990 shares of Visa worth $715K as of Q3 2026.
  • Diversified Management bought 567 Visa shares in Q3 2026, an estimated $207K.
  • Visa made up 0.12% of Diversified Management's portfolio in Q3 2026, its #135 holding.
  • Diversified Management first reported a position in Visa in Q4 2025 and has held it in 4 quarters since.
  • Diversified Management's Visa position peaked at $719K in Q1 2026.
  • 1,367 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.