EFG
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Everhart Financial Group’s Visa V Stock Holding History

Everhart Financial Group’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 		$4.51M Sell
13,148
-1,973
-13% -$633K 0.29% 46
2026
Q1 		$4.57M Buy
15,121
+1,846
+14% +$594K 0.39% 36
2025
Q4 		$4.66M Buy
13,275
+1,223
+10% +$417K 0.43% 30
2025
Q3 		$4.11M Sell
12,052
-141
-1% -$48.8K 0.41% 35
2025
Q2 		$4.33M Buy
12,193
+954
+8% +$333K 0.5% 31
2025
Q1 		$3.94M Buy
11,239
+1,170
+12% +$396K 0.54% 31
2024
Q4 		$3.18M Buy
10,069
+836
+9% +$251K 0.65% 32
2024
Q3 		$2.54M Buy
9,233
+432
+5% +$117K 0.56% 35
2024
Q2 		$2.31M Buy
8,801
+696
+9% +$191K 0.6% 33
2024
Q1 		$2.26M Buy
8,105
+903
+13% +$249K 0.66% 30
2023
Q4 		$1.87M Buy
7,202
+953
+15% +$235K 0.66% 35
2023
Q3 		$1.44M Buy
6,249
+654
+12% +$157K 0.61% 36
2023
Q2 		$1.33M Buy
5,595
+615
+12% +$141K 0.55% 40
2023
Q1 		$1.12M Buy
4,980
+747
+18% +$166K 0.5% 40
2022
Q4 		$880K Buy
4,233
+1,935
+84% +$390K 0.44% 47
2022
Q3 		$408K Sell
2,298
-1,812
-44% -$369K 0.23% 87
2022
Q2 		$810K Buy
4,110
+377
+10% +$77.9K 0.49% 40
2022
Q1 		$828K Buy
3,733
+947
+34% +$205K 0.48% 46
2021
Q4 		$603K Buy
2,786
+428
+18% +$91.9K 0.36% 56
2021
Q3 		$525K Buy
2,358
+557
+31% +$131K 0.36% 52
2021
Q2 		$422K Buy
+1,801
New +$412K 0.29% 60

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

Everhart Financial Group's V Position: Q2 2026 in Review

Everhart Financial Group reduced its Visa (V) stake by 13% in Q2 2026, selling an estimated $633K and leaving 13,148 shares worth $4.51M. The position accounts for 0.29% of the portfolio, ranked #46.

Everhart Financial Group first reported a position in V in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.66M in Q4 2025. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Everhart Financial Group held 13,148 shares of Visa worth $4.51M as of Q2 2026.
  • Everhart Financial Group sold 1,973 Visa shares in Q2 2026, an estimated $633K.
  • Visa made up 0.29% of Everhart Financial Group's portfolio in Q2 2026, its #46 holding.
  • Everhart Financial Group first reported a position in Visa in Q2 2021 and has held it in 21 quarters since.
  • Everhart Financial Group's Visa position peaked at $4.66M in Q4 2025.
  • 825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.