Jessup Wealth Management
V icon

Jessup Wealth Management’s Visa V Stock Holding History

Jessup 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 		$1.43M Sell
3,970
-71
-2% -$26K 0.3% 35
2026
Q2 		$1.39M Buy
4,041
+15
+0.4% +$4.82K 0.41% 37
2026
Q1 		$1.22M Sell
4,026
-502
-11% -$161K 0.44% 32
2025
Q4 		$1.59M Sell
4,528
-32
-0.7% -$10.9K 0.53% 32
2025
Q3 		$1.56M Sell
4,560
-42
-0.9% -$14.5K 0.58% 29
2025
Q2 		$1.63M Sell
4,602
-26
-0.6% -$9.06K 0.66% 31
2025
Q1 		$1.62M Sell
4,628
-17
-0.4% -$5.75K 0.68% 29
2024
Q4 		$1.47M Sell
4,645
-136
-3% -$40.9K 0.63% 29
2024
Q3 		$1.31M Sell
4,781
-192
-4% -$51.9K 0.6% 27
2024
Q2 		$1.31M Sell
4,973
-78
-2% -$21.4K 0.56% 34
2024
Q1 		$1.41M Buy
5,051
+37
+0.7% +$10.2K 0.6% 36
2023
Q4 		$1.31M Sell
5,014
-1,051
-17% -$259K 0.65% 28
2023
Q3 		$1.4M Sell
6,065
-1,473
-20% -$354K 0.8% 29
2023
Q2 		$1.79M Sell
7,538
-443
-6% -$101K 0.96% 28
2023
Q1 		$1.8M Buy
7,981
+32
+0.4% +$7.12K 1.07% 26
2022
Q4 		$1.65M Buy
+7,949
New +$1.6M 1.05% 27

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

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

Jessup Wealth Management reduced its Visa (V) stake by 1.8% in Q3 2026, selling an estimated $26K and leaving 3,970 shares worth $1.43M. The position accounts for 0.3% of the portfolio, ranked #35.

Jessup Wealth Management first reported a position in V in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.8M in Q1 2023. 1,472 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Jessup Wealth Management held 3,970 shares of Visa worth $1.43M as of Q3 2026.
  • Jessup Wealth Management sold 71 Visa shares in Q3 2026, an estimated $26K.
  • Visa made up 0.3% of Jessup Wealth Management's portfolio in Q3 2026, its #35 holding.
  • Jessup Wealth Management first reported a position in Visa in Q4 2022 and has held it in 16 quarters since.
  • Jessup Wealth Management's Visa position peaked at $1.8M in Q1 2023.
  • 1,472 funds tracked by Wall St. Rank held Visa as of Q3 2026.

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