High Point Wealth Management
V icon

High Point Wealth Management’s Visa V Stock Holding History

High Point 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 		$716K Buy
1,991
+2
+0.1% +$731 0.57% 45
2026
Q2 		$682K Sell
1,989
-168
-8% -$53.9K 0.56% 44
2026
Q1 		$652K Buy
2,157
+3
+0.1% +$965 0.63% 41
2025
Q4 		$755K Buy
+2,154
New +$734K 0.71% 36

Other funds holding V

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

High Point Wealth Management's V Position: Q3 2026 in Review

High Point Wealth Management increased its Visa (V) stake by 0.1% in Q3 2026, buying an estimated $731 and bringing the position to 1,991 shares worth $716K. The position accounts for 0.57% of the portfolio, ranked #45.

High Point Wealth Management first reported a position in V in Q4 2025 and has held it in 4 quarters since. The position peaked at $755K in Q4 2025. 2,797 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • High Point Wealth Management held 1,991 shares of Visa worth $716K as of Q3 2026.
  • High Point Wealth Management bought 2 Visa shares in Q3 2026, an estimated $731.
  • Visa made up 0.57% of High Point Wealth Management's portfolio in Q3 2026, its #45 holding.
  • High Point Wealth Management first reported a position in Visa in Q4 2025 and has held it in 4 quarters since.
  • High Point Wealth Management's Visa position peaked at $755K in Q4 2025.
  • 2,797 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.