Essential Partners
V icon

Essential Partners’s Visa V Stock Holding History

Essential 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 		$183K Sell
508
-2
-0.4% -$731 0.08% 260
2026
Q2 		$175K Buy
510
+171
+50% +$54.9K 0.08% 271
2026
Q1 		$102K Buy
339
+95
+39% +$30.5K 0.03% 423
2025
Q4 		$85.6K Sell
244
-560
-70% -$191K 0.03% 484
2025
Q3 		$274K Sell
804
-50
-6% -$17.3K 0.09% 263
2025
Q2 		$303K Buy
+854
New +$298K 0.12% 228

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 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

Essential Partners's V Position: Q3 2026 in Review

Essential Partners reduced its Visa (V) stake by 0.39% in Q3 2026, selling an estimated $731 and leaving 508 shares worth $183K. The position accounts for 0.08% of the portfolio, ranked #260.

Essential Partners first reported a position in V in Q2 2025 and has held it in 6 quarters since. The position peaked at $303K in Q2 2025. 1,148 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Essential Partners held 508 shares of Visa worth $183K as of Q3 2026.
  • Essential Partners sold 2 Visa shares in Q3 2026, an estimated $731.
  • Visa made up 0.08% of Essential Partners's portfolio in Q3 2026, its #260 holding.
  • Essential Partners first reported a position in Visa in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Visa position peaked at $303K in Q2 2025.
  • 1,148 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.