EW
V icon

Enzi Wealth’s Visa V Stock Holding History

Enzi Wealth’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 		$584K Buy
1,474
+660
+81% +$241K 0.18% 44
2026
Q2 		$290K Buy
814
+28
+4% +$8.99K 0.09% 57
2026
Q1 		$237K Buy
786
+5
+0.6% +$1.61K 0.08% 63
2025
Q4 		$257K Sell
781
-34
-4% -$11.6K 0.09% 63
2025
Q3 		$273K Buy
815
+29
+4% +$10K 0.1% 56
2025
Q2 		$273K Sell
786
-34
-4% -$11.9K 0.1% 58
2025
Q1 		$275K Buy
820
+59
+8% +$20K 0.11% 52
2024
Q4 		$246K Buy
761
+24
+3% +$7.22K 0.09% 62
2024
Q3 		$207K Buy
+737
New +$199K 0.08% 66
2023
Q4 		– Sell
-1,152
Closed -$274K – 60
2023
Q3 		$274K Sell
1,152
-90
-7% -$21.6K 0.15% 45
2023
Q2 		$302K Sell
1,242
-254
-17% -$58.1K 0.15% 46
2023
Q1 		$349K Sell
1,496
-60
-4% -$13.4K 0.18% 48
2022
Q4 		$348K Hold
1,556
– – 0.17% 55
2022
Q3 		$319K Buy
+1,556
New +$317K 0.16% 57

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Enzi Wealth's V Position: Q3 2026 in Review

Enzi Wealth increased its Visa (V) stake by 81% in Q3 2026, buying an estimated $241K and bringing the position to 1,474 shares worth $584K. The position accounts for 0.18% of the portfolio, ranked #44.

Enzi Wealth first reported a position in V in Q3 2022 and has held it in 14 quarters since. 665 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Enzi Wealth held 1,474 shares of Visa worth $584K as of Q3 2026.
  • Enzi Wealth bought 660 Visa shares in Q3 2026, an estimated $241K.
  • Visa made up 0.18% of Enzi Wealth's portfolio in Q3 2026, its #44 holding.
  • Enzi Wealth first reported a position in Visa in Q3 2022 and has held it in 14 quarters since.
  • 665 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Enzi Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.