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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
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 $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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Intergy Private Wealth's V Position: Q2 2026 in Review

Intergy Private Wealth reduced its Visa (V) stake by 12% in Q2 2026, selling an estimated $82.5K and leaving 1,959 shares worth $672K. The position accounts for 0.16% of the portfolio, ranked #66.

Intergy Private Wealth first reported a position in V in Q2 2024 and has held it in 9 quarters since. The position peaked at $772K in Q2 2025. 1,065 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Intergy Private Wealth held 1,959 shares of Visa worth $672K as of Q2 2026.
  • Intergy Private Wealth sold 257 Visa shares in Q2 2026, an estimated $82.5K.
  • Visa made up 0.16% of Intergy Private Wealth's portfolio in Q2 2026, its #66 holding.
  • Intergy Private Wealth first reported a position in Visa in Q2 2024 and has held it in 9 quarters since.
  • Intergy Private Wealth's Visa position peaked at $772K in Q2 2025.
  • 1,065 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.