HWA
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HHM Wealth Advisors’s Visa V Stock Holding History

HHM Wealth 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
Q2 		$2.48M Buy
7,233
+1,143
+19% +$367K 0.25% 36
2026
Q1 		$1.84M Buy
6,090
+400
+7% +$129K 0.21% 46
2025
Q4 		$2M Sell
5,690
-6
-0.1% -$2.04K 0.23% 44
2025
Q3 		$1.94M Sell
5,696
-251
-4% -$86.9K 0.22% 42
2025
Q2 		$2.11M Sell
5,947
-123
-2% -$42.9K 0.25% 36
2025
Q1 		$2.13M Buy
6,070
+163
+3% +$55.2K 0.29% 33
2024
Q4 		$1.87M Buy
5,907
+3,648
+161% +$1.1M 0.25% 40
2024
Q3 		$621K Sell
2,259
-211
-9% -$57K 0.09% 84
2024
Q2 		$648K Buy
2,470
+720
+41% +$197K 0.1% 78
2024
Q1 		$488K Buy
1,750
+202
+13% +$55.8K 0.08% 80
2023
Q4 		$403K Buy
1,548
+90
+6% +$22.2K 0.07% 82
2023
Q3 		$335K Hold
1,458
– – 0.07% 90
2023
Q2 		$346K Sell
1,458
-22
-1% -$5.04K 0.06% 92
2023
Q1 		$334K Buy
1,480
+189
+15% +$42.1K 0.07% 93
2022
Q4 		$268K Sell
1,291
-13
-1% -$2.62K 0.06% 101
2022
Q3 		$232K Sell
1,304
-4,805
-79% -$978K 0.06% 97
2022
Q2 		$1.2M Buy
6,109
+136
+2% +$28.1K 0.31% 28
2022
Q1 		$1.32M Buy
5,973
+69
+1% +$14.9K 0.31% 30
2021
Q4 		$1.28M Buy
5,904
+23
+0.4% +$4.94K 0.31% 31
2021
Q3 		$1.31M Hold
5,881
– – 0.36% 28
2021
Q2 		$1.38M Hold
5,881
– – 0.37% 27
2021
Q1 		$1.25M Hold
5,881
– – 0.39% 25
2020
Q4 		$1.29M Sell
5,881
-140
-2% -$28.6K 0.44% 23
2020
Q3 		$1.2M Buy
6,021
+194
+3% +$38.8K 0.48% 22
2020
Q2 		$1.13M Buy
5,827
+210
+4% +$38.4K 0.47% 22
2020
Q1 		$905K Buy
5,617
+4,329
+336% +$815K 0.44% 24
2019
Q4 		$242K Buy
+1,288
New +$232K 0.12% 73

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

HHM Wealth Advisors's V Position: Q2 2026 in Review

HHM Wealth Advisors increased its Visa (V) stake by 19% in Q2 2026, buying an estimated $367K and bringing the position to 7,233 shares worth $2.48M. The position accounts for 0.25% of the portfolio, ranked #36.

HHM Wealth Advisors first reported a position in V in Q4 2019 and has held it in 27 quarters since. 1,537 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • HHM Wealth Advisors held 7,233 shares of Visa worth $2.48M as of Q2 2026.
  • HHM Wealth Advisors bought 1,143 Visa shares in Q2 2026, an estimated $367K.
  • Visa made up 0.25% of HHM Wealth Advisors's portfolio in Q2 2026, its #36 holding.
  • HHM Wealth Advisors first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • 1,537 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.