IW
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Instrumental Wealth’s Visa V Stock Holding History

Instrumental 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 		$429K Buy
1,251
+145
+13% +$46.6K 0.22% 47
2026
Q1 		$334K Buy
1,106
+225
+26% +$72.3K 0.21% 44
2025
Q4 		$279K Sell
881
-51
-5% -$17.4K 0.17% 50
2025
Q3 		$322K Buy
932
+115
+14% +$39.8K 0.23% 44
2025
Q2 		$284K Buy
817
+11
+1% +$3.83K 0.23% 44
2025
Q1 		$270K Buy
806
+39
+5% +$13.2K 0.24% 46
2024
Q4 		$267K Buy
767
+43
+6% +$12.9K 0.25% 41
2024
Q3 		$203K Buy
+724
New +$196K 0.2% 44
2024
Q2 		– Sell
-786
Closed -$213K – 49
2024
Q1 		$213K Buy
+786
New +$217K 0.09% 40

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
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Instrumental Wealth's V Position: Q2 2026 in Review

Instrumental Wealth increased its Visa (V) stake by 13% in Q2 2026, buying an estimated $46.6K and bringing the position to 1,251 shares worth $429K. The position accounts for 0.22% of the portfolio, ranked #47.

Instrumental Wealth first reported a position in V in Q1 2024 and has held it in 9 quarters since. 1,554 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Instrumental Wealth held 1,251 shares of Visa worth $429K as of Q2 2026.
  • Instrumental Wealth bought 145 Visa shares in Q2 2026, an estimated $46.6K.
  • Visa made up 0.22% of Instrumental Wealth's portfolio in Q2 2026, its #47 holding.
  • Instrumental Wealth first reported a position in Visa in Q1 2024 and has held it in 9 quarters since.
  • 1,554 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.