Heirloom Wealth Management
V icon

Heirloom Wealth Management’s Visa V Stock Holding History

Heirloom 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 		$38.8M Buy
107,891
+1,344
+1% +$491K 5.04% 5
2026
Q2 		$36.6M Buy
106,547
+13,913
+15% +$4.47M 5.3% 4
2026
Q1 		$28M Buy
92,634
+13,401
+17% +$4.31M 5.04% 4
2025
Q4 		$27.8M Buy
79,233
+9,936
+14% +$3.39M 6.42% 4
2025
Q3 		$23.7M Buy
69,297
+471
+0.7% +$163K 5.72% 6
2025
Q2 		$24.4M Sell
68,826
-197
-0.3% -$68.7K 6.45% 5
2025
Q1 		$24.2M Sell
69,023
-4,393
-6% -$1.49M 6.94% 3
2024
Q4 		$23.2M Buy
73,416
+4,806
+7% +$1.45M 6.96% 3
2024
Q3 		$18.9M Buy
68,610
+1,161
+2% +$314K 5.88% 6
2024
Q2 		$17.7M Sell
67,449
-1,010
-1% -$277K 5.74% 7
2024
Q1 		$19.1M Sell
68,459
-1,260
-2% -$348K 6.51% 5
2023
Q4 		$18.2M Buy
69,719
+986
+1% +$243K 6.97% 5
2023
Q3 		$15.8M Sell
68,733
-2,109
-3% -$507K 7.03% 4
2023
Q2 		$16.8M Buy
70,842
+1,992
+3% +$456K 7.31% 3
2023
Q1 		$15.5M Buy
68,850
+10,089
+17% +$2.25M 7.41% 4
2022
Q4 		$12.2M Buy
+58,761
New +$11.9M 7.6% 1
2022
Q2 		$11.4M Buy
54,457
+3,576
+7% +$739K 9.37% 1
2022
Q1 		$10.1M Sell
50,881
-2,377
-4% -$514K 7.05% 2
2021
Q4 		$10.8M Buy
+53,258
New +$11.4M 9.22% 2

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Local Pensions Partnership Investment
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

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

Heirloom Wealth Management increased its Visa (V) stake by 1.3% in Q3 2026, buying an estimated $491K and bringing the position to 107,891 shares worth $38.8M. The position accounts for 5.04% of the portfolio, ranked #5.

Heirloom Wealth Management first reported a position in V in Q4 2021 and has held it in 19 quarters since. 1,599 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Heirloom Wealth Management held 107,891 shares of Visa worth $38.8M as of Q3 2026.
  • Heirloom Wealth Management bought 1,344 Visa shares in Q3 2026, an estimated $491K.
  • Visa made up 5.04% of Heirloom Wealth Management's portfolio in Q3 2026, its #5 holding.
  • Heirloom Wealth Management first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • 1,599 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Heirloom Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.