Elevation Wealth Partners
V icon

Elevation Wealth Partners’s Visa V Stock Holding History

Elevation Wealth Partners’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 		$376K Sell
1,046
-22
-2% -$8.04K 0.11% 100
2026
Q2 		$366K Buy
1,068
+171
+19% +$54.9K 0.11% 95
2026
Q1 		$271K Buy
897
+8
+0.9% +$2.57K 0.1% 100
2025
Q4 		$312K Sell
889
-116
-12% -$39.5K 0.11% 96
2025
Q3 		$343K Buy
1,005
+67
+7% +$23.2K 0.12% 91
2025
Q2 		$333K Sell
938
-1
-0.1% -$349 0.13% 90
2025
Q1 		$329K Hold
939
– – 0.14% 82
2024
Q4 		$297K Buy
939
+30
+3% +$9.02K 0.13% 92
2024
Q3 		$250K Hold
909
– – 0.11% 101
2024
Q2 		$239K Hold
909
– – 0.11% 99
2024
Q1 		$254K Hold
909
– – 0.13% 97
2023
Q4 		$209K Buy
909
+172
+23% +$42.4K 0.13% 99
2023
Q3 		$170K Hold
737
– – 0.15% 70
2023
Q2 		$175K Hold
737
– – 0.15% 71
2023
Q1 		$166K Buy
+737
New +$164K 0.15% 68

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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Local Pensions Partnership Investment
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return

Elevation Wealth Partners's V Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Visa (V) stake by 2.1% in Q3 2026, selling an estimated $8.04K and leaving 1,046 shares worth $376K. The position accounts for 0.11% of the portfolio, ranked #100.

Elevation Wealth Partners first reported a position in V in Q1 2023 and has held it in 15 quarters since. 1,713 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Elevation Wealth Partners held 1,046 shares of Visa worth $376K as of Q3 2026.
  • Elevation Wealth Partners sold 22 Visa shares in Q3 2026, an estimated $8.04K.
  • Visa made up 0.11% of Elevation Wealth Partners's portfolio in Q3 2026, its #100 holding.
  • Elevation Wealth Partners first reported a position in Visa in Q1 2023 and has held it in 15 quarters since.
  • 1,713 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.