HWA
V icon

HMV Wealth Advisors’s Visa V Stock Holding History

HMV 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 		$1.42M Buy
4,139
+412
+11% +$132K 0.55% 32
2026
Q1 		$1.13M Buy
3,727
+52
+1% +$16.7K 0.53% 28
2025
Q4 		$1.29M Hold
3,675
– – 0.64% 24
2025
Q3 		$1.25M Buy
3,675
+2
+0.1% +$692 0.69% 28
2025
Q2 		$1.3M Sell
3,673
-615
-14% -$214K 0.85% 26
2025
Q1 		$1.5M Hold
4,288
– – 1.19% 26
2024
Q4 		$1.36M Buy
+4,288
New +$1.29M 1.36% 23

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
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
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

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

HMV Wealth Advisors increased its Visa (V) stake by 11% in Q2 2026, buying an estimated $132K and bringing the position to 4,139 shares worth $1.42M. The position accounts for 0.55% of the portfolio, ranked #32.

HMV Wealth Advisors first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.5M in Q1 2025. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • HMV Wealth Advisors held 4,139 shares of Visa worth $1.42M as of Q2 2026.
  • HMV Wealth Advisors bought 412 Visa shares in Q2 2026, an estimated $132K.
  • Visa made up 0.55% of HMV Wealth Advisors's portfolio in Q2 2026, its #32 holding.
  • HMV Wealth Advisors first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • HMV Wealth Advisors's Visa position peaked at $1.5M in Q1 2025.
  • 1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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