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 Q3	$453K	Buy	1,260 +9	+0.7%	+$3.29K	0.22%	48
2026 Q2	$429K	Buy	1,251 +145	+13%	+$46.6K	0.22%	47
2026 Q1	$334K	Buy	1,106 +225	+26%	+$72.4K	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

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Instrumental Wealth's V Position: Q3 2026 in Review

Instrumental Wealth increased its Visa (V) stake by 0.72% in Q3 2026, buying an estimated $3.29K and bringing the position to 1,260 shares worth $453K. The position accounts for 0.22% of the portfolio, ranked #48.

Instrumental Wealth first reported a position in V in Q1 2024 and has held it in 10 quarters since. 2,360 funds tracked by Wall St. Rank hold V as of Q3 2026.

Instrumental Wealth held 1,260 shares of Visa worth $453K as of Q3 2026.
Instrumental Wealth bought 9 Visa shares in Q3 2026, an estimated $3.29K.
Visa made up 0.22% of Instrumental Wealth's portfolio in Q3 2026, its #48 holding.
Instrumental Wealth first reported a position in Visa in Q1 2024 and has held it in 10 quarters since.
2,360 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.