High Net Worth Advisory Group
V icon

High Net Worth Advisory Group’s Visa V Stock Holding History

High Net Worth Advisory Group’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 		$767K Sell
2,133
-5
-0.2% -$1.83K 0.16% 124
2026
Q2 		$734K Sell
2,138
-60
-3% -$19.3K 0.16% 128
2026
Q1 		$664K Sell
2,198
-425
-16% -$137K 0.15% 125
2025
Q4 		$920K Buy
2,623
+1,240
+90% +$422K 0.21% 102
2025
Q3 		$472K Sell
1,383
-13
-0.9% -$4.5K 0.11% 141
2025
Q2 		$496K Sell
1,396
-20
-1% -$6.97K 0.13% 131
2025
Q1 		$496K Sell
1,416
-20
-1% -$6.77K 0.14% 126
2024
Q4 		$454K Hold
1,436
– – 0.13% 133
2024
Q3 		$395K Hold
1,436
– – 0.11% 147
2024
Q2 		$377K Hold
1,436
– – 0.11% 138
2024
Q1 		$401K Sell
1,436
-20
-1% -$5.52K 0.13% 134
2023
Q4 		$379K Hold
1,456
– – 0.14% 129
2023
Q3 		$335K Buy
1,456
+200
+16% +$48.1K 0.13% 129
2023
Q2 		$298K Sell
1,256
-100
-7% -$22.9K 0.12% 141
2023
Q1 		$306K Hold
1,356
– – 0.12% 142
2022
Q4 		$282K Sell
1,356
-50
-4% -$10.1K 0.11% 149
2022
Q3 		$250K Sell
1,406
-475
-25% -$96.7K 0.11% 159
2022
Q2 		$370K Sell
1,881
-111
-6% -$22.9K 0.15% 125
2022
Q1 		$442K Sell
1,992
-141
-7% -$30.5K 0.16% 117
2021
Q4 		$462K Buy
+2,133
New +$458K 0.16% 118

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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

High Net Worth Advisory Group's V Position: Q3 2026 in Review

High Net Worth Advisory Group reduced its Visa (V) stake by 0.23% in Q3 2026, selling an estimated $1.83K and leaving 2,133 shares worth $767K. The position accounts for 0.16% of the portfolio, ranked #124.

High Net Worth Advisory Group first reported a position in V in Q4 2021 and has held it in 20 quarters since. The position peaked at $920K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • High Net Worth Advisory Group held 2,133 shares of Visa worth $767K as of Q3 2026.
  • High Net Worth Advisory Group sold 5 Visa shares in Q3 2026, an estimated $1.83K.
  • Visa made up 0.16% of High Net Worth Advisory Group's portfolio in Q3 2026, its #124 holding.
  • High Net Worth Advisory Group first reported a position in Visa in Q4 2021 and has held it in 20 quarters since.
  • High Net Worth Advisory Group's Visa position peaked at $920K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.