Holos Integrated Wealth’s Visa V Stock Holding History

Holos Integrated Wealth’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	$478K	Sell	1,185 -75	-6%	-$27.4K	0.21%	52
2026 Q2	$444K	Sell	1,260 -158	-11%	-$50.7K	0.21%	52
2026 Q1	$429K	Hold	1,418	–	–	0.22%	54
2025 Q4	$491K	Sell	1,418 -436	-24%	-$149K	0.27%	47
2025 Q3	$637K	Hold	1,854	–	–	0.37%	37
2025 Q2	$624K	Hold	1,854	–	–	0.38%	36
2025 Q1	$650K	Hold	1,854	–	–	0.43%	35
2024 Q4	$586K	Buy	+1,854	New	+$557K	0.4%	34

Other funds holding V

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Holos Integrated Wealth's V Position: Q3 2026 in Review

Holos Integrated Wealth reduced its Visa (V) stake by 6% in Q3 2026, selling an estimated $27.4K and leaving 1,185 shares worth $478K. The position accounts for 0.21% of the portfolio, ranked #52.

Holos Integrated Wealth first reported a position in V in Q4 2024 and has held it in 8 quarters since. The position peaked at $650K in Q1 2025. 1,472 funds tracked by Wall St. Rank hold V as of Q3 2026.

Holos Integrated Wealth held 1,185 shares of Visa worth $478K as of Q3 2026.
Holos Integrated Wealth sold 75 Visa shares in Q3 2026, an estimated $27.4K.
Visa made up 0.21% of Holos Integrated Wealth's portfolio in Q3 2026, its #52 holding.
Holos Integrated Wealth first reported a position in Visa in Q4 2024 and has held it in 8 quarters since.
Holos Integrated Wealth's Visa position peaked at $650K in Q1 2025.
1,472 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.