Institute for Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.39M | Sell |
12,803
-374
| -3% | -$120K | 0.39% | 50 |
|
|
2026
Q1 | $3.98M | Buy |
13,177
+34
| +0.3% | +$10.9K | 0.42% | 47 |
|
|
2025
Q4 | $4.61M | Sell |
13,143
-277
| -2% | -$94.4K | 0.49% | 40 |
|
|
2025
Q3 | $4.58M | Buy |
13,420
+43
| +0.3% | +$14.9K | 0.48% | 38 |
|
|
2025
Q2 | $4.75M | Sell |
13,377
-225
| -2% | -$78.4K | 0.53% | 36 |
|
|
2025
Q1 | $4.77M | Sell |
13,602
-272
| -2% | -$92K | 0.61% | 32 |
|
|
2024
Q4 | $4.38M | Buy |
13,874
+116
| +0.8% | +$34.9K | 0.55% | 32 |
|
|
2024
Q3 | $3.78M | Buy |
13,758
+64
| +0.5% | +$17.3K | 0.48% | 40 |
|
|
2024
Q2 | $3.59M | Buy |
13,694
+10
| +0.1% | +$2.74K | 0.48% | 38 |
|
|
2024
Q1 | $3.82M | Sell |
13,684
-272
| -2% | -$75.1K | 0.49% | 38 |
|
|
2023
Q4 | $3.63M | Sell |
13,956
-23
| -0.2% | -$5.67K | 0.59% | 35 |
|
|
2023
Q3 | $3.22M | Buy |
13,979
+315
| +2% | +$75.7K | 0.58% | 35 |
|
|
2023
Q2 | $3.24M | Sell |
13,664
-25
| -0.2% | -$5.72K | 0.55% | 38 |
|
|
2023
Q1 | $3.09M | Sell |
13,689
-362
| -3% | -$80.6K | 0.59% | 36 |
|
|
2022
Q4 | $2.92M | Sell |
14,051
-415
| -3% | -$83.7K | 0.61% | 32 |
|
|
2022
Q3 | $2.57M | Buy |
14,466
+45
| +0.3% | +$9.16K | 0.58% | 35 |
|
|
2022
Q2 | $2.84M | Buy |
14,421
+299
| +2% | +$61.8K | 0.56% | 35 |
|
|
2022
Q1 | $3.13M | Sell |
14,122
-55
| -0.4% | -$11.9K | 0.51% | 38 |
|
|
2021
Q4 | $3.07M | Buy |
14,177
+199
| +1% | +$42.7K | 0.5% | 41 |
|
|
2021
Q3 | $3.11M | Buy |
13,978
+558
| +4% | +$131K | 0.55% | 34 |
|
|
2021
Q2 | $3.14M | Sell |
13,420
-5
| -0% | -$1.14K | 0.55% | 34 |
|
|
2021
Q1 | $2.84M | Sell |
13,425
-163
| -1% | -$34.3K | 0.54% | 38 |
|
|
2020
Q4 | $2.97M | Buy |
13,588
+629
| +5% | +$129K | 0.59% | 33 |
|
|
2020
Q3 | $2.59M | Buy |
12,959
+330
| +3% | +$65.9K | 0.59% | 32 |
|
|
2020
Q2 | $2.44M | Buy |
12,629
+715
| +6% | +$131K | 0.6% | 30 |
|
|
2020
Q1 | $1.92M | Sell |
11,914
-1,535
| -11% | -$289K | 0.59% | 34 |
|
|
2019
Q4 | $2.53M | Sell |
13,449
-6
| -0% | -$1.08K | 0.57% | 31 |
|
|
2019
Q3 | $2.31M | Sell |
13,455
-1,247
| -8% | -$222K | 0.58% | 34 |
|
|
2019
Q2 | $2.55M | Sell |
14,702
-1,362
| -8% | -$223K | 0.56% | 37 |
|
|
2019
Q1 | $2.51M | Sell |
16,064
-71
| -0.4% | -$10.2K | 0.55% | 41 |
|
|
2018
Q4 | $2.13M | Buy |
16,135
+3,446
| +27% | +$476K | 0.87% | 28 |
|
|
2018
Q3 | $1.89M | Buy |
12,689
+216
| +2% | +$30.7K | 0.64% | 43 |
|
|
2018
Q2 | $1.64M | Buy |
12,473
+39
| +0.3% | +$5.02K | 0.52% | 57 |
|
|
2018
Q1 | $1.57M | Buy |
12,434
+790
| +7% | +$95.7K | 0.46% | 66 |
|
|
2017
Q4 | $1.33M | Sell |
11,644
-387
| -3% | -$42.7K | 0.31% | 101 |
|
|
2017
Q3 | $1.27M | Buy |
12,031
+972
| +9% | +$98.6K | 0.41% | 78 |
|
|
2017
Q2 | $1.04M | Buy |
+11,059
| New | +$1.03M | 0.29% | 104 |
|
Other funds holding V
ECU
RG
SCI
WT
Institute for Wealth Management's V Position: Q2 2026 in Review
Institute for Wealth Management reduced its Visa (V) stake by 2.8% in Q2 2026, selling an estimated $120K and leaving 12,803 shares worth $4.39M. The position accounts for 0.39% of the portfolio, ranked #50.
Institute for Wealth Management first reported a position in V in Q2 2017 and has held it in 37 quarters since. The position peaked at $4.77M in Q1 2025. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.
- Institute for Wealth Management held 12,803 shares of Visa worth $4.39M as of Q2 2026.
- Institute for Wealth Management sold 374 Visa shares in Q2 2026, an estimated $120K.
- Visa made up 0.39% of Institute for Wealth Management's portfolio in Q2 2026, its #50 holding.
- Institute for Wealth Management first reported a position in Visa in Q2 2017 and has held it in 37 quarters since.
- Institute for Wealth Management's Visa position peaked at $4.77M in Q1 2025.
- 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.