Drucker Wealth 3.0’s Visa V Stock Holding History

Drucker Wealth 3.0’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 Q2	$1.81M	Sell	5,270 -146	-3%	-$46.9K	0.29%	74
2026 Q1	$1.64M	Sell	5,416 -170	-3%	-$54.7K	0.29%	74
2025 Q4	$1.96M	Sell	5,586 -78	-1%	-$26.6K	0.34%	60
2025 Q3	$1.93M	Sell	5,664 -722	-11%	-$250K	0.34%	63
2025 Q2	$2.28M	Sell	6,386 -1,372	-18%	-$478K	0.44%	49
2025 Q1	$2.72M	Sell	7,758 -1,615	-17%	-$546K	0.6%	45
2024 Q4	$2.96M	Sell	9,373 -434	-4%	-$131K	0.68%	43
2024 Q3	$2.7M	Buy	9,807 +188	+2%	+$50.8K	0.65%	49
2024 Q2	$2.52M	Buy	+9,619	New	+$2.64M	0.67%	50

Other funds holding V

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Drucker Wealth 3.0's V Position: Q2 2026 in Review

Drucker Wealth 3.0 reduced its Visa (V) stake by 2.7% in Q2 2026, selling an estimated $46.9K and leaving 5,270 shares worth $1.81M. The position accounts for 0.29% of the portfolio, ranked #74.

Drucker Wealth 3.0 first reported a position in V in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.96M in Q4 2024. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

Drucker Wealth 3.0 held 5,270 shares of Visa worth $1.81M as of Q2 2026.
Drucker Wealth 3.0 sold 146 Visa shares in Q2 2026, an estimated $46.9K.
Visa made up 0.29% of Drucker Wealth 3.0's portfolio in Q2 2026, its #74 holding.
Drucker Wealth 3.0 first reported a position in Visa in Q2 2024 and has held it in 9 quarters since.
Drucker Wealth 3.0's Visa position peaked at $2.96M in Q4 2024.
825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.