Helium Advisors’s Visa V Stock Holding History

Helium Advisors’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	$369K	Sell	1,026 -10	-1%	-$3.66K	0.32%	65
2026 Q2	$356K	Hold	1,036	–	–	0.3%	72
2026 Q1	$313K	Buy	1,036 +100	+11%	+$32.2K	0.3%	70
2025 Q4	$328K	Sell	936 -420	-31%	-$143K	0.33%	59
2025 Q3	$463K	Sell	1,356 -6,871	-84%	-$2.38M	0.39%	49
2025 Q2	$2.92M	Sell	8,227 -33	-0.4%	-$11.5K	1.85%	13
2025 Q1	$2.89M	Sell	8,260 -142	-2%	-$48K	2.11%	11
2024 Q4	$2.66M	Buy	+8,402	New	+$2.53M	2.1%	9

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

Helium Advisors's V Position: Q3 2026 in Review

Helium Advisors reduced its Visa (V) stake by 0.97% in Q3 2026, selling an estimated $3.66K and leaving 1,026 shares worth $369K. The position accounts for 0.32% of the portfolio, ranked #65.

Helium Advisors first reported a position in V in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.92M in Q2 2025. 1,472 funds tracked by Wall St. Rank hold V as of Q3 2026.

Helium Advisors held 1,026 shares of Visa worth $369K as of Q3 2026.
Helium Advisors sold 10 Visa shares in Q3 2026, an estimated $3.66K.
Visa made up 0.32% of Helium Advisors's portfolio in Q3 2026, its #65 holding.
Helium Advisors first reported a position in Visa in Q4 2024 and has held it in 8 quarters since.
Helium Advisors's Visa position peaked at $2.92M in Q2 2025.
1,472 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Helium Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.