IVC Wealth Advisors
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IVC Wealth Advisors’s Visa V Stock Holding History

IVC Wealth Advisors’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 		$1.9M Sell
5,281
-288
-5% -$105K 0.76% 26
2026
Q2 		$1.91M Buy
5,569
+134
+2% +$43K 0.75% 27
2026
Q1 		$1.64M Buy
5,435
+1
+0% +$322 0.71% 26
2025
Q4 		$1.91M Buy
5,434
+61
+1% +$20.8K 0.83% 24
2025
Q3 		$1.83M Buy
5,373
+127
+2% +$44K 0.82% 24
2025
Q2 		$1.86M Sell
5,246
-5
-0.1% -$1.74K 0.91% 22
2025
Q1 		$1.84M Sell
5,251
-89
-2% -$30.1K 0.99% 19
2024
Q4 		$1.69M Sell
5,340
-248
-4% -$74.6K 0.94% 20
2024
Q3 		$1.54M Sell
5,588
-79
-1% -$21.4K 0.84% 27
2024
Q2 		$1.49M Sell
5,667
-50
-0.9% -$13.7K 0.83% 28
2024
Q1 		$1.6M Buy
5,717
+4
+0.1% +$1.1K 0.92% 24
2023
Q4 		$1.49M Sell
5,713
-200
-3% -$49.3K 0.92% 25
2023
Q3 		$1.36M Buy
5,913
+25
+0.4% +$6.01K 0.91% 23
2023
Q2 		$1.4M Buy
5,888
+25
+0.4% +$5.72K 0.89% 25
2023
Q1 		$1.32M Sell
5,863
-5,490
-48% -$1.22M 0.94% 24
2022
Q4 		$1.26M Buy
11,353
+5,314
+88% +$1.07M 0.93% 24
2022
Q3 		$1.07M Sell
6,039
-20
-0.3% -$4.07K 0.86% 26
2022
Q2 		$1.19M Buy
6,059
+106
+2% +$21.9K 0.92% 25
2022
Q1 		$1.32M Buy
5,953
+196
+3% +$42.4K 0.87% 24
2021
Q4 		$1.25M Buy
5,757
+46
+0.8% +$9.9K 0.8% 28
2021
Q3 		$1.27M Buy
5,711
+226
+4% +$53K 0.88% 29
2021
Q2 		$1.28M Buy
5,485
+40
+0.7% +$9.14K 0.9% 24
2021
Q1 		$1.15M Buy
5,445
+100
+2% +$21K 0.91% 32
2020
Q4 		$1.17M Buy
+5,345
New +$1.09M 1.12% 20

Other funds holding V

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

IVC Wealth Advisors's V Position: Q3 2026 in Review

IVC Wealth Advisors reduced its Visa (V) stake by 5.2% in Q3 2026, selling an estimated $105K and leaving 5,281 shares worth $1.9M. The position accounts for 0.76% of the portfolio, ranked #26.

IVC Wealth Advisors first reported a position in V in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.91M in Q2 2026. 2,205 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • IVC Wealth Advisors held 5,281 shares of Visa worth $1.9M as of Q3 2026.
  • IVC Wealth Advisors sold 288 Visa shares in Q3 2026, an estimated $105K.
  • Visa made up 0.76% of IVC Wealth Advisors's portfolio in Q3 2026, its #26 holding.
  • IVC Wealth Advisors first reported a position in Visa in Q4 2020 and has held it in 24 quarters since.
  • IVC Wealth Advisors's Visa position peaked at $1.91M in Q2 2026.
  • 2,205 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.