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GeoWealth Management’s Visa V Stock Holding History

GeoWealth 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 		$5.97M Sell
17,398
-1,566
-8% -$503K 0.19% 67
2026
Q1 		$5.73M Buy
18,964
+1,104
+6% +$355K 0.21% 62
2025
Q4 		$6.26M Sell
17,860
-658
-4% -$224K 0.23% 57
2025
Q3 		$6.32M Buy
18,518
+3,369
+22% +$1.17M 0.23% 60
2025
Q2 		$5.38M Buy
15,149
+1,628
+12% +$567K 0.21% 60
2025
Q1 		$4.74M Sell
13,521
-3,788
-22% -$1.28M 0.19% 67
2024
Q4 		$5.47M Buy
17,309
+1,681
+11% +$505K 0.18% 90
2024
Q3 		$4.3M Sell
15,628
-5,767
-27% -$1.56M 0.15% 112
2024
Q2 		$5.62M Buy
21,395
+3,853
+22% +$1.06M 0.24% 62
2024
Q1 		$4.9M Buy
17,542
+8,158
+87% +$2.25M 0.19% 93
2023
Q4 		$2.44M Buy
9,384
+8,632
+1,148% +$2.13M 0.2% 104
2023
Q3 		$173K Buy
752
+99
+15% +$23.8K 0.02% 296
2023
Q2 		$155K Buy
653
+525
+410% +$120K 0.02% 258
2023
Q1 		$28K Buy
128
+2
+2% +$445 ﹤0.01% 303
2022
Q4 		$26K Sell
126
-167
-57% -$33.7K ﹤0.01% 305
2022
Q3 		$51K Buy
293
+25
+9% +$5.09K 0.01% 289
2022
Q2 		$54K Buy
268
+152
+131% +$31.4K 0.01% 274
2022
Q1 		$26K Buy
116
+1
+0.9% +$216 ﹤0.01% 359
2021
Q4 		$25K Buy
115
+8
+7% +$1.72K ﹤0.01% 344
2021
Q3 		$24K Sell
107
-223
-68% -$52.3K ﹤0.01% 360
2021
Q2 		$77K Buy
+330
New +$75.4K 0.01% 222
2021
Q1 		– Sell
-2,463
Closed -$538K – 241
2020
Q4 		$538K Buy
+2,463
New +$504K 0.09% 139
2019
Q4 		– Sell
-3,131
Closed -$538K – 211
2019
Q3 		$538K Buy
+3,131
New +$558K 0.12% 96

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

GeoWealth Management's V Position: Q2 2026 in Review

GeoWealth Management reduced its Visa (V) stake by 8.3% in Q2 2026, selling an estimated $503K and leaving 17,398 shares worth $5.97M. The position accounts for 0.19% of the portfolio, ranked #67.

GeoWealth Management first reported a position in V in Q3 2019 and has held it in 23 quarters since. The position peaked at $6.32M in Q3 2025. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • GeoWealth Management held 17,398 shares of Visa worth $5.97M as of Q2 2026.
  • GeoWealth Management sold 1,566 Visa shares in Q2 2026, an estimated $503K.
  • Visa made up 0.19% of GeoWealth Management's portfolio in Q2 2026, its #67 holding.
  • GeoWealth Management first reported a position in Visa in Q3 2019 and has held it in 23 quarters since.
  • GeoWealth Management's Visa position peaked at $6.32M in Q3 2025.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.