Forza Wealth Management’s Visa V Stock Holding History

Forza 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 Q3	$446K	Buy	1,240 +232	+23%	+$84.8K	0.13%	143
2026 Q2	$346K	Hold	1,008	–	–	0.11%	161
2026 Q1	$305K	Hold	1,008	–	–	0.11%	157
2025 Q4	$354K	Hold	1,008	–	–	0.13%	152
2025 Q3	$344K	Hold	1,008	–	–	0.13%	148
2025 Q2	$358K	Sell	1,008 -156	-13%	-$54.4K	0.15%	143
2025 Q1	$408K	Hold	1,164	–	–	0.18%	125
2024 Q4	$368K	Buy	1,164 +33	+3%	+$9.9K	0.17%	136
2024 Q3	$311K	Buy	1,131 +85	+8%	+$23K	0.14%	148
2024 Q2	$275K	Buy	1,046 +39	+4%	+$10.7K	0.14%	148
2024 Q1	$281K	Hold	1,007	–	–	0.15%	144
2023 Q4	$262K	Sell	1,007 -2,300	-70%	-$567K	0.14%	145
2023 Q3	$761K	Hold	3,307	–	–	0.39%	77
2023 Q2	$785K	Hold	3,307	–	–	0.4%	82
2023 Q1	$746K	Buy	+3,307	New	+$736K	0.38%	81

Other funds holding V

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Forza Wealth Management's V Position: Q3 2026 in Review

Forza Wealth Management increased its Visa (V) stake by 23% in Q3 2026, buying an estimated $84.8K and bringing the position to 1,240 shares worth $446K. The position accounts for 0.13% of the portfolio, ranked #143.

Forza Wealth Management first reported a position in V in Q1 2023 and has held it in 15 quarters since. The position peaked at $785K in Q2 2023. 1,352 funds tracked by Wall St. Rank hold V as of Q3 2026.

Forza Wealth Management held 1,240 shares of Visa worth $446K as of Q3 2026.
Forza Wealth Management bought 232 Visa shares in Q3 2026, an estimated $84.8K.
Visa made up 0.13% of Forza Wealth Management's portfolio in Q3 2026, its #143 holding.
Forza Wealth Management first reported a position in Visa in Q1 2023 and has held it in 15 quarters since.
Forza Wealth Management's Visa position peaked at $785K in Q2 2023.
1,352 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.