EWM
V icon

Evergreen Wealth Management’s Visa V Stock Holding History

Evergreen 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 		$3.91M Buy
11,396
+503
+5% +$161K 1.83% 19
2026
Q1 		$3.29M Buy
10,893
+124
+1% +$39.9K 1.7% 21
2025
Q4 		$3.78M Buy
10,769
+208
+2% +$70.9K 1.9% 18
2025
Q3 		$3.61M Buy
10,561
+99
+0.9% +$34.3K 1.89% 19
2025
Q2 		$3.71M Buy
10,462
+69
+0.7% +$24.1K 2.08% 18
2025
Q1 		$3.64M Sell
10,393
-370
-3% -$125K 2.18% 17
2024
Q4 		$3.4M Buy
10,763
+222
+2% +$66.8K 2.01% 19
2024
Q3 		$2.9M Buy
10,541
+726
+7% +$196K 1.74% 21
2024
Q2 		$2.58M Hold
9,815
– – 1.71% 21
2024
Q1 		$2.74M Hold
9,815
– – 1.85% 18
2023
Q4 		$2.56M Buy
9,815
+236
+2% +$58.2K 1.88% 20
2023
Q3 		$2.2M Buy
9,579
+127
+1% +$30.5K 1.74% 19
2023
Q2 		$2.24M Buy
9,452
+334
+4% +$76.4K 1.76% 21
2023
Q1 		$2.06M Buy
9,118
+127
+1% +$28.3K 1.83% 23
2022
Q4 		$1.87M Buy
+8,991
New +$1.81M 1.72% 23

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Evergreen Wealth Management increased its Visa (V) stake by 4.6% in Q2 2026, buying an estimated $161K and bringing the position to 11,396 shares worth $3.91M. The position accounts for 1.83% of the portfolio, ranked #19.

Evergreen Wealth Management first reported a position in V in Q4 2022 and has held it in 15 quarters since. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Evergreen Wealth Management held 11,396 shares of Visa worth $3.91M as of Q2 2026.
  • Evergreen Wealth Management bought 503 Visa shares in Q2 2026, an estimated $161K.
  • Visa made up 1.83% of Evergreen Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Evergreen Wealth Management first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.