Dynamic Wealth Strategies’s Visa V Stock Holding History

Dynamic Wealth Strategies’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	$233K	Sell	649 -177	-21%	-$64.7K	0.12%	72
2026 Q2	$283K	Sell	826 -30	-4%	-$9.6K	0.15%	68
2026 Q1	$259K	Sell	856 -11	-1%	-$3.54K	0.15%	69
2025 Q4	$304K	Buy	867 +260	+43%	+$88.6K	0.18%	64
2025 Q3	$207K	Buy	607 +14	+2%	+$4.84K	0.14%	69
2025 Q2	$211K	Sell	593 -75	-11%	-$26.1K	0.15%	64
2025 Q1	$234K	Sell	668 -14	-2%	-$4.74K	0.19%	59
2024 Q4	$216K	Buy	682 +1	+0.1%	+$301	0.19%	60
2024 Q3	$187K	Sell	681 -55	-7%	-$14.9K	0.15%	71
2024 Q2	$193K	Sell	736 -58	-7%	-$15.9K	0.17%	63
2024 Q1	$222K	Buy	794 +33	+4%	+$9.11K	0.19%	56
2023 Q4	$198K	Buy	+761	New	+$188K	0.18%	58

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

Dynamic Wealth Strategies's V Position: Q3 2026 in Review

Dynamic Wealth Strategies reduced its Visa (V) stake by 21% in Q3 2026, selling an estimated $64.7K and leaving 649 shares worth $233K. The position accounts for 0.12% of the portfolio, ranked #72.

Dynamic Wealth Strategies first reported a position in V in Q4 2023 and has held it in 12 quarters since. The position peaked at $304K in Q4 2025. 1,472 funds tracked by Wall St. Rank hold V as of Q3 2026.

Dynamic Wealth Strategies held 649 shares of Visa worth $233K as of Q3 2026.
Dynamic Wealth Strategies sold 177 Visa shares in Q3 2026, an estimated $64.7K.
Visa made up 0.12% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #72 holding.
Dynamic Wealth Strategies first reported a position in Visa in Q4 2023 and has held it in 12 quarters since.
Dynamic Wealth Strategies's Visa position peaked at $304K in Q4 2025.
1,472 funds tracked by Wall St. Rank held Visa as of Q3 2026.

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