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Global Wealth Strategies & Associates’s Visa V Stock Holding History

Global Wealth Strategies & Associates’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 		$4.37M Buy
12,151
+469
+4% +$171K 0.8% 21
2026
Q2 		$4.01M Buy
11,682
+11,369
+3,632% +$3.65M 0.76% 21
2026
Q1 		$94.6K Hold
313
– – 0.02% 120
2025
Q4 		$110K Buy
313
+175
+127% +$59.6K 0.03% 93
2025
Q3 		$47.1K Hold
138
– – 0.01% 151
2025
Q2 		$49K Buy
138
+9
+7% +$3.14K 0.01% 115
2025
Q1 		$45.2K Sell
129
-100
-44% -$33.8K 0.01% 128
2024
Q4 		$72.4K Buy
229
+50
+28% +$15K 0.02% 89
2024
Q3 		$49.2K Buy
179
+79
+79% +$21.4K 0.02% 100
2024
Q2 		$26.2K Hold
100
– – 0.01% 115
2024
Q1 		$27.9K Hold
100
– – 0.01% 117
2023
Q4 		$26K Hold
100
– – 0.01% 109
2023
Q3 		$23K Hold
100
– – 0.01% 110
2023
Q2 		$23.7K Hold
100
– – 0.01% 106
2023
Q1 		$22.5K Sell
100
-25
-20% -$5.57K 0.01% 103
2022
Q4 		$26K Buy
+125
New +$25.2K 0.02% 99

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Global Wealth Strategies & Associates's V Position: Q3 2026 in Review

Global Wealth Strategies & Associates increased its Visa (V) stake by 4% in Q3 2026, buying an estimated $171K and bringing the position to 12,151 shares worth $4.37M. The position accounts for 0.8% of the portfolio, ranked #21.

Global Wealth Strategies & Associates first reported a position in V in Q4 2022 and has held it in 16 quarters since. 665 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Global Wealth Strategies & Associates held 12,151 shares of Visa worth $4.37M as of Q3 2026.
  • Global Wealth Strategies & Associates bought 469 Visa shares in Q3 2026, an estimated $171K.
  • Visa made up 0.8% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #21 holding.
  • Global Wealth Strategies & Associates first reported a position in Visa in Q4 2022 and has held it in 16 quarters since.
  • 665 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.