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Insight Wealth Strategies’s Visa V Stock Holding History

Insight Wealth Strategies’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 		$810K Buy
2,253
+34
+2% +$12.4K 0.08% 113
2026
Q2 		$779K Buy
2,219
+98
+5% +$31.5K 0.08% 107
2026
Q1 		$641K Buy
2,121
+64
+3% +$20.6K 0.07% 120
2025
Q4 		$721K Buy
2,057
+182
+10% +$62K 0.08% 115
2025
Q3 		$640K Buy
1,875
+29
+2% +$10K 0.08% 118
2025
Q2 		$656K Buy
1,846
+5
+0.3% +$1.74K 0.08% 114
2025
Q1 		$645K Sell
1,841
-19
-1% -$6.43K 0.09% 113
2024
Q4 		$588K Buy
1,860
+52
+3% +$15.6K 0.08% 116
2024
Q3 		$497K Buy
1,808
+3
+0.2% +$811 0.07% 130
2024
Q2 		$474K Buy
1,805
+31
+2% +$8.5K 0.07% 133
2024
Q1 		$495K Sell
1,774
-65
-4% -$17.9K 0.07% 132
2023
Q4 		$479K Buy
1,839
+21
+1% +$5.18K 0.08% 130
2023
Q3 		$418K Sell
1,818
-14
-0.8% -$3.37K 0.08% 121
2023
Q2 		$435K Sell
1,832
-160
-8% -$36.6K 0.08% 114
2023
Q1 		$449K Hold
1,992
– – 0.09% 109
2022
Q4 		$414K Sell
1,992
-15,110
-88% -$3.05M 0.08% 112
2022
Q3 		$3.37M Hold
17,102
– – 0.63% 25
2022
Q2 		$3.37M Sell
17,102
-811
-5% -$168K 0.63% 25
2022
Q1 		$3.97M Buy
17,913
+633
+4% +$137K 0.59% 26
2021
Q4 		$3.75M Buy
17,280
+1,339
+8% +$287K 0.53% 28
2021
Q3 		$3.55M Buy
15,941
+405
+3% +$95K 0.5% 29
2021
Q2 		$3.63M Sell
15,536
-2,963
-16% -$677K 0.52% 28
2021
Q1 		$3.92M Buy
18,499
+2,914
+19% +$613K 0.52% 29
2020
Q4 		$3.41M Buy
15,585
+294
+2% +$60.2K 0.58% 27
2020
Q3 		$3.06M Buy
15,291
+4,817
+46% +$962K 0.57% 28
2020
Q2 		$2.02M Buy
10,474
+1,542
+17% +$282K 0.45% 28
2020
Q1 		$1.44M Sell
8,932
-13,341
-60% -$2.51M 0.38% 29
2019
Q4 		$4.18M Sell
22,273
-445
-2% -$80.2K 0.89% 23
2019
Q3 		$3.91M Buy
22,718
+2,276
+11% +$405K 0.92% 21
2019
Q2 		$3.55M Buy
20,442
+3,836
+23% +$628K 0.87% 21
2019
Q1 		$2.59M Buy
16,606
+689
+4% +$99.3K 0.72% 26
2018
Q4 		$2.1M Buy
+15,917
New +$2.2M 0.64% 22

Other funds holding V

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Insight Wealth Strategies's V Position: Q3 2026 in Review

Insight Wealth Strategies increased its Visa (V) stake by 1.5% in Q3 2026, buying an estimated $12.4K and bringing the position to 2,253 shares worth $810K. The position accounts for 0.08% of the portfolio, ranked #113.

Insight Wealth Strategies first reported a position in V in Q4 2018 and has held it in 32 quarters since. The position peaked at $4.18M in Q4 2019. 442 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Insight Wealth Strategies held 2,253 shares of Visa worth $810K as of Q3 2026.
  • Insight Wealth Strategies bought 34 Visa shares in Q3 2026, an estimated $12.4K.
  • Visa made up 0.08% of Insight Wealth Strategies's portfolio in Q3 2026, its #113 holding.
  • Insight Wealth Strategies first reported a position in Visa in Q4 2018 and has held it in 32 quarters since.
  • Insight Wealth Strategies's Visa position peaked at $4.18M in Q4 2019.
  • 442 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.