EWM
V icon

Elmwood Wealth Management’s Visa V Stock Holding History

Elmwood Wealth 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
Q2 		$1.56M Buy
4,545
+425
+10% +$136K 0.39% 64
2026
Q1 		$1.25M Buy
4,120
+60
+1% +$19.3K 0.34% 73
2025
Q4 		$1.42M Buy
4,060
+260
+7% +$88.6K 0.45% 61
2025
Q3 		$1.3M Buy
3,800
+90
+2% +$31.1K 0.46% 67
2025
Q2 		$1.32M Sell
3,710
-150
-4% -$52.3K 0.52% 63
2025
Q1 		$1.35M Sell
3,860
-11
-0.3% -$3.72K 0.55% 61
2024
Q4 		$1.22M Sell
3,871
-89
-2% -$26.8K 0.49% 68
2024
Q3 		$1.09M Hold
3,960
– – 0.45% 75
2024
Q2 		$1.04M Hold
3,960
– – 0.46% 74
2024
Q1 		$1.11M Buy
3,960
+698
+21% +$193K 0.47% 69
2023
Q4 		$849K Sell
3,262
-741
-19% -$183K 0.6% 51
2023
Q3 		$921K Hold
4,003
– – 0.44% 74
2023
Q2 		$951K Hold
4,003
– – 0.44% 72
2023
Q1 		$903K Buy
4,003
+18
+0.5% +$4.01K 0.43% 76
2022
Q4 		$828K Hold
3,985
– – 0.41% 80
2022
Q3 		$708K Buy
3,985
+100
+3% +$20.3K 0.35% 81
2022
Q2 		$765K Hold
3,885
– – 0.43% 78
2022
Q1 		$862K Hold
3,885
– – 0.44% 76
2021
Q4 		$842K Buy
+3,885
New +$834K 0.4% 75
2021
Q2 		$920K Hold
3,935
– – 0.48% 71
2021
Q1 		$833K Buy
+3,935
New +$828K 0.51% 67
2020
Q3 		$752K Hold
3,891
– – 0.61% 58
2020
Q2 		$752K Buy
3,891
+3,491
+873% +$638K 0.61% 58
2020
Q1 		$47.8K Buy
+400
New +$75.4K 0.05% 129
2019
Q4 		– Sell
-400
Closed -$69K – 234
2019
Q3 		$69K Hold
400
– – 0.07% 106
2019
Q2 		$69K Hold
400
– – 0.06% 117
2019
Q1 		$62K Hold
400
– – 0.06% 118
2018
Q4 		$53K Hold
400
– – 0.05% 125
2018
Q3 		$60K Hold
400
– – 0.05% 129
2018
Q2 		$53K Hold
400
– – 0.05% 128
2018
Q1 		$47.8K Buy
+400
New +$48.5K 0.05% 129

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
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
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Elmwood Wealth Management's V Position: Q2 2026 in Review

Elmwood Wealth Management increased its Visa (V) stake by 10% in Q2 2026, buying an estimated $136K and bringing the position to 4,545 shares worth $1.56M. The position accounts for 0.39% of the portfolio, ranked #64.

Elmwood Wealth Management first reported a position in V in Q1 2018 and has held it in 31 quarters since. 837 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Elmwood Wealth Management held 4,545 shares of Visa worth $1.56M as of Q2 2026.
  • Elmwood Wealth Management bought 425 Visa shares in Q2 2026, an estimated $136K.
  • Visa made up 0.39% of Elmwood Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Elmwood Wealth Management first reported a position in Visa in Q1 2018 and has held it in 31 quarters since.
  • 837 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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