FAM
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Formidable Asset Management’s Visa V Stock Holding History

Formidable Asset 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 		$3.59M Sell
11,880
-311
-3% -$99.8K 0.57% 35
2026
Q1 		$4.28M Sell
12,191
-31
-0.3% -$9.97K 0.66% 29
2025
Q4 		$4.17M Sell
12,222
-71
-0.6% -$24.2K 0.61% 32
2025
Q3 		$4.36M Sell
12,293
-264
-2% -$91.4K 0.69% 28
2025
Q2 		$4.4M Sell
12,557
-42
-0.3% -$14.6K 0.74% 23
2025
Q1 		$4.42M Buy
12,599
+23
+0.2% +$7.78K 0.74% 23
2024
Q4 		$3.97M Sell
12,576
-58
-0.5% -$17.4K 0.65% 27
2024
Q3 		$3.47M Buy
12,634
+254
+2% +$68.7K 0.55% 34
2024
Q2 		$3.25M Buy
12,380
+923
+8% +$253K 0.53% 34
2024
Q1 		$3.2M Buy
11,457
+8,855
+340% +$2.44M 0.52% 37
2023
Q4 		$677K Sell
2,602
-15
-0.6% -$3.7K 0.14% 142
2023
Q3 		$602K Buy
2,617
+66
+3% +$15.9K 0.13% 152
2023
Q2 		$606K Hold
2,551
– – 0.13% 149
2023
Q1 		$582K Buy
2,551
+100
+4% +$22.3K 0.12% 159
2022
Q4 		$509K Sell
2,451
-100
-4% -$20.2K 0.12% 163
2022
Q3 		$501K Hold
2,551
– – 0.12% 155
2022
Q2 		$512K Buy
2,551
+17
+0.7% +$3.51K 0.12% 164
2022
Q1 		$562K Sell
2,534
-2,405
-49% -$520K 0.11% 168
2021
Q4 		$1.08M Buy
4,939
+2,324
+89% +$499K 0.21% 96
2021
Q3 		$582K Hold
2,615
– – 0.11% 178
2021
Q2 		$639K Sell
2,615
-60
-2% -$13.7K 0.14% 157
2021
Q1 		$577K Sell
2,675
-437
-14% -$92K 0.13% 145
2020
Q4 		$678K Sell
3,112
-40
-1% -$8.19K 0.16% 120
2020
Q3 		$634K Sell
3,152
-1,256
-28% -$251K 0.18% 108
2020
Q2 		$864K Buy
4,408
+212
+5% +$38.7K 0.25% 87
2020
Q1 		$676K Buy
4,196
+150
+4% +$28.3K 0.27% 81
2019
Q4 		$832K Buy
+4,046
New +$729K 0.26% 85
2019
Q3 		– Sell
-3,171
Closed -$563K – 230
2019
Q2 		$563K Buy
+3,171
New +$519K 0.19% 107
2017
Q4 		– Sell
-2,610
Closed -$275K – 206
2017
Q3 		$275K Buy
2,610
+363
+16% +$36.8K 0.12% 158
2017
Q2 		$211K Buy
+2,247
New +$209K 0.1% 158
2016
Q2 		– Sell
-1,500
Closed -$117K – 409
2016
Q1 		$117K Hold
1,500
– – 0.08% 147
2015
Q4 		$112K Buy
1,500
+500
+50% +$38.7K 0.08% 162
2015
Q3 		$69K Buy
+1,000
New +$71.4K 0.05% 196

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

Formidable Asset Management's V Position: Q2 2026 in Review

Formidable Asset Management reduced its Visa (V) stake by 2.6% in Q2 2026, selling an estimated $99.8K and leaving 11,880 shares worth $3.59M. The position accounts for 0.57% of the portfolio, ranked #35.

Formidable Asset Management first reported a position in V in Q3 2015 and has held it in 33 quarters since. The position peaked at $4.42M in Q1 2025. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Formidable Asset Management held 11,880 shares of Visa worth $3.59M as of Q2 2026.
  • Formidable Asset Management sold 311 Visa shares in Q2 2026, an estimated $99.8K.
  • Visa made up 0.57% of Formidable Asset Management's portfolio in Q2 2026, its #35 holding.
  • Formidable Asset Management first reported a position in Visa in Q3 2015 and has held it in 33 quarters since.
  • Formidable Asset Management's Visa position peaked at $4.42M in Q1 2025.
  • 825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.