IWN
V icon

Independent Wealth Network’s Visa V Stock Holding History

Independent Wealth Network’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 		$2.08M Buy
6,053
+335
+6% +$108K 0.53% 39
2026
Q1 		$1.73M Buy
5,718
+37
+0.7% +$11.9K 0.51% 45
2025
Q4 		$1.99M Buy
5,681
+38
+0.7% +$12.9K 0.61% 39
2025
Q3 		$1.93M Buy
5,643
+88
+2% +$30.5K 0.62% 38
2025
Q2 		$1.97M Buy
5,555
+215
+4% +$74.9K 0.72% 34
2025
Q1 		$1.87M Sell
5,340
-13
-0.2% -$4.4K 0.75% 33
2024
Q4 		$1.69M Sell
5,353
-7
-0.1% -$2.1K 0.69% 35
2024
Q3 		$1.47M Buy
5,360
+47
+0.9% +$12.7K 0.65% 37
2024
Q2 		$1.39M Buy
5,313
+46
+0.9% +$12.6K 0.65% 39
2024
Q1 		$1.47M Buy
5,267
+205
+4% +$56.6K 0.69% 36
2023
Q4 		$1.32M Buy
5,062
+695
+16% +$171K 0.69% 36
2023
Q3 		$1M Buy
4,367
+93
+2% +$22.4K 0.62% 40
2023
Q2 		$1.01M Buy
4,274
+34
+0.8% +$7.78K 0.61% 42
2023
Q1 		$956K Buy
4,240
+713
+20% +$159K 0.61% 39
2022
Q4 		$733K Buy
3,527
+35
+1% +$7.06K 0.5% 43
2022
Q3 		$620K Sell
3,492
-62
-2% -$12.6K 0.48% 49
2022
Q2 		$700K Sell
3,554
-24
-0.7% -$4.96K 0.5% 48
2022
Q1 		$793K Buy
3,578
+26
+0.7% +$5.62K 0.5% 48
2021
Q4 		$770K Buy
3,552
+35
+1% +$7.51K 0.47% 52
2021
Q3 		$732K Buy
+3,517
New +$825K 0.48% 55

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

Independent Wealth Network's V Position: Q2 2026 in Review

Independent Wealth Network increased its Visa (V) stake by 5.9% in Q2 2026, buying an estimated $108K and bringing the position to 6,053 shares worth $2.08M. The position accounts for 0.53% of the portfolio, ranked #39.

Independent Wealth Network first reported a position in V in Q3 2021 and has held it in 20 quarters since. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Independent Wealth Network held 6,053 shares of Visa worth $2.08M as of Q2 2026.
  • Independent Wealth Network bought 335 Visa shares in Q2 2026, an estimated $108K.
  • Visa made up 0.53% of Independent Wealth Network's portfolio in Q2 2026, its #39 holding.
  • Independent Wealth Network first reported a position in Visa in Q3 2021 and has held it in 20 quarters since.
  • 1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.