HIW
V icon

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
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)
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

Holos Integrated Wealth's V Position: Q2 2026 in Review

Holos Integrated Wealth reduced its Visa (V) stake by 11% in Q2 2026, selling an estimated $50.7K and leaving 1,260 shares worth $444K. 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 7 quarters since. The position peaked at $650K in Q1 2025. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Holos Integrated Wealth held 1,260 shares of Visa worth $444K as of Q2 2026.
  • Holos Integrated Wealth sold 158 Visa shares in Q2 2026, an estimated $50.7K.
  • Visa made up 0.21% of Holos Integrated Wealth's portfolio in Q2 2026, its #52 holding.
  • Holos Integrated Wealth first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's Visa position peaked at $650K in Q1 2025.
  • 1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.