Intergy Private Wealth
V icon

Intergy Private Wealth’s Visa V Stock Holding History

Intergy Private 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 		$733K Buy
2,039
+80
+4% +$29.2K 0.16% 64
2026
Q2 		$672K Sell
1,959
-257
-12% -$82.5K 0.16% 66
2026
Q1 		$670K Buy
2,216
+87
+4% +$28K 0.2% 62
2025
Q4 		$747K Buy
2,129
+55
+3% +$18.7K 0.23% 59
2025
Q3 		$708K Sell
2,074
-100
-5% -$34.6K 0.22% 59
2025
Q2 		$772K Buy
2,174
+505
+30% +$176K 0.26% 54
2025
Q1 		$585K Sell
1,669
-8
-0.5% -$2.71K 0.22% 59
2024
Q4 		$530K Buy
1,677
+67
+4% +$20.1K 0.2% 62
2024
Q3 		$443K Buy
1,610
+48
+3% +$13K 0.17% 64
2024
Q2 		$410K Buy
+1,562
New +$428K 0.17% 63

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

Intergy Private Wealth's V Position: Q3 2026 in Review

Intergy Private Wealth increased its Visa (V) stake by 4.1% in Q3 2026, buying an estimated $29.2K and bringing the position to 2,039 shares worth $733K. The position accounts for 0.16% of the portfolio, ranked #64.

Intergy Private Wealth first reported a position in V in Q2 2024 and has held it in 10 quarters since. The position peaked at $772K in Q2 2025. 1,352 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Intergy Private Wealth held 2,039 shares of Visa worth $733K as of Q3 2026.
  • Intergy Private Wealth bought 80 Visa shares in Q3 2026, an estimated $29.2K.
  • Visa made up 0.16% of Intergy Private Wealth's portfolio in Q3 2026, its #64 holding.
  • Intergy Private Wealth first reported a position in Visa in Q2 2024 and has held it in 10 quarters since.
  • Intergy Private Wealth's Visa position peaked at $772K in Q2 2025.
  • 1,352 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.