Integris Wealth Management
V icon

Integris Wealth Management’s Visa V Stock Holding History

Integris Wealth Management’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 		$426K Buy
1,186
+14
+1% +$5.12K 0.08% 80
2026
Q2 		$402K Buy
1,172
+166
+17% +$53.3K 0.08% 84
2026
Q1 		$304K Buy
1,006
+69
+7% +$22.2K 0.07% 88
2025
Q4 		$329K Sell
937
-157
-14% -$53.5K 0.07% 87
2025
Q3 		$373K Buy
1,094
+68
+7% +$23.5K 0.09% 82
2025
Q2 		$364K Sell
1,026
-23
-2% -$8.02K 0.1% 78
2025
Q1 		$368K Hold
1,049
– – 0.1% 68
2024
Q4 		$332K Buy
1,049
+150
+17% +$45.1K 0.09% 77
2024
Q3 		$247K Sell
899
-28
-3% -$7.57K 0.07% 91
2024
Q2 		$243K Sell
927
-97
-9% -$26.6K 0.07% 83
2024
Q1 		$286K Sell
1,024
-48
-4% -$13.3K 0.08% 75
2023
Q4 		$279K Sell
1,072
-20
-2% -$4.93K 0.08% 76
2023
Q3 		$251K Buy
1,092
+33
+3% +$7.93K 0.08% 79
2023
Q2 		$251K Sell
1,059
-163
-13% -$37.3K 0.09% 74
2023
Q1 		$275K Sell
1,222
-125
-9% -$27.8K 0.1% 66
2022
Q4 		$280K Buy
+1,347
New +$272K 0.11% 67

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Integris Wealth Management's V Position: Q3 2026 in Review

Integris Wealth Management increased its Visa (V) stake by 1.2% in Q3 2026, buying an estimated $5.12K and bringing the position to 1,186 shares worth $426K. The position accounts for 0.08% of the portfolio, ranked #80.

Integris Wealth Management first reported a position in V in Q4 2022 and has held it in 16 quarters since. 1,354 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Integris Wealth Management held 1,186 shares of Visa worth $426K as of Q3 2026.
  • Integris Wealth Management bought 14 Visa shares in Q3 2026, an estimated $5.12K.
  • Visa made up 0.08% of Integris Wealth Management's portfolio in Q3 2026, its #80 holding.
  • Integris Wealth Management first reported a position in Visa in Q4 2022 and has held it in 16 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Integris Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.