HCWM
V icon

Hidden Cove Wealth Management’s Visa V Stock Holding History

Hidden Cove 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
Q2 		$1.06M Buy
3,104
+348
+13% +$112K 0.59% 34
2026
Q1 		$833K Buy
2,756
+1,667
+153% +$536K 0.54% 39
2025
Q4 		$382K Buy
1,089
+84
+8% +$28.6K 0.25% 57
2025
Q3 		$343K Buy
1,005
+10
+1% +$3.46K 0.23% 56
2025
Q2 		$353K Buy
995
+92
+10% +$32.1K 0.26% 46
2025
Q1 		$316K Buy
903
+196
+28% +$66.3K 0.25% 42
2024
Q4 		$223K Buy
+707
New +$213K 0.18% 54

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Hidden Cove Wealth Management's V Position: Q2 2026 in Review

Hidden Cove Wealth Management increased its Visa (V) stake by 13% in Q2 2026, buying an estimated $112K and bringing the position to 3,104 shares worth $1.06M. The position accounts for 0.59% of the portfolio, ranked #34.

Hidden Cove Wealth Management first reported a position in V in Q4 2024 and has held it in 7 quarters since. 1,197 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Hidden Cove Wealth Management held 3,104 shares of Visa worth $1.06M as of Q2 2026.
  • Hidden Cove Wealth Management bought 348 Visa shares in Q2 2026, an estimated $112K.
  • Visa made up 0.59% of Hidden Cove Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Hidden Cove Wealth Management first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 1,197 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Hidden Cove Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.