HWM
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Howard Wealth Management’s Visa V Stock Holding History

Howard 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
Q2 		$1.11M Sell
3,231
-126
-4% -$40.5K 0.41% 55
2026
Q1 		$1.01M Sell
3,357
-9
-0.3% -$2.89K 0.43% 57
2025
Q4 		$1.18M Sell
3,366
-2,665
-44% -$908K 0.52% 52
2025
Q3 		$2.06M Sell
6,031
-31
-0.5% -$10.7K 0.95% 32
2025
Q2 		$2.15M Buy
6,062
+50
+0.8% +$17.4K 1.09% 26
2025
Q1 		$2.11M Buy
6,012
+60
+1% +$20.3K 1.17% 25
2024
Q4 		$1.88M Buy
5,952
+2,608
+78% +$784K 1.02% 28
2024
Q3 		$919K Sell
3,344
-19
-0.6% -$5.14K 0.54% 53
2024
Q2 		$883K Sell
3,363
-59
-2% -$16.2K 0.7% 39
2024
Q1 		$955K Buy
3,422
+43
+1% +$11.9K 0.78% 33
2023
Q4 		$880K Sell
3,379
-5
-0.1% -$1.23K 0.74% 38
2023
Q3 		$778K Buy
3,384
+1
+0% +$240 0.72% 38
2023
Q2 		$803K Sell
3,383
-630
-16% -$144K 0.7% 38
2023
Q1 		$905K Sell
4,013
-6
-0.1% -$1.33K 0.75% 37
2022
Q4 		$835K Buy
4,019
+38
+1% +$7.66K 0.68% 40
2022
Q3 		$707K Buy
3,981
+25
+0.6% +$5.09K 0.5% 52
2022
Q2 		$778K Sell
3,956
-24
-0.6% -$4.96K 0.82% 28
2022
Q1 		$882K Sell
3,980
-8
-0.2% -$1.73K 0.48% 53
2021
Q4 		$864K Buy
3,988
+1
+0% +$215 0.46% 55
2021
Q3 		$888K Buy
3,987
+3
+0.1% +$703 0.5% 56
2021
Q2 		$931K Sell
3,984
-250
-6% -$57.2K 0.51% 54
2021
Q1 		$896K Sell
4,234
-6
-0.1% -$1.26K 0.52% 55
2020
Q4 		$927K Sell
4,240
-49
-1% -$10K 0.58% 47
2020
Q3 		$857K Sell
4,289
-309
-7% -$61.7K 0.61% 44
2020
Q2 		$888K Sell
4,598
-132
-3% -$24.1K 0.73% 38
2020
Q1 		$762K Buy
4,730
+32
+0.7% +$6.03K 0.8% 33
2019
Q4 		$882K Buy
+4,698
New +$846K 0.74% 29

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
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Howard Wealth Management's V Position: Q2 2026 in Review

Howard Wealth Management reduced its Visa (V) stake by 3.8% in Q2 2026, selling an estimated $40.5K and leaving 3,231 shares worth $1.11M. The position accounts for 0.41% of the portfolio, ranked #55.

Howard Wealth Management first reported a position in V in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.15M in Q2 2025. 1,643 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Howard Wealth Management held 3,231 shares of Visa worth $1.11M as of Q2 2026.
  • Howard Wealth Management sold 126 Visa shares in Q2 2026, an estimated $40.5K.
  • Visa made up 0.41% of Howard Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Howard Wealth Management first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • Howard Wealth Management's Visa position peaked at $2.15M in Q2 2025.
  • 1,643 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.