EWP
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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
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 $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Elevation Wealth Partners's V Position: Q2 2026 in Review

Elevation Wealth Partners increased its Visa (V) stake by 19% in Q2 2026, buying an estimated $54.9K and bringing the position to 1,068 shares worth $366K. The position accounts for 0.11% of the portfolio, ranked #95.

Elevation Wealth Partners first reported a position in V in Q1 2023 and has held it in 14 quarters since. 1,869 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Elevation Wealth Partners held 1,068 shares of Visa worth $366K as of Q2 2026.
  • Elevation Wealth Partners bought 171 Visa shares in Q2 2026, an estimated $54.9K.
  • Visa made up 0.11% of Elevation Wealth Partners's portfolio in Q2 2026, its #95 holding.
  • Elevation Wealth Partners first reported a position in Visa in Q1 2023 and has held it in 14 quarters since.
  • 1,869 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.