JWM
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JGP Wealth Management’s Visa V Stock Holding History

JGP 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
Q2 		$1.63M Buy
4,738
+90
+2% +$28.9K 0.15% 83
2026
Q1 		$1.4M Sell
4,648
-136
-3% -$43.7K 0.15% 80
2025
Q4 		$1.68M Buy
4,784
+72
+2% +$24.5K 0.17% 78
2025
Q3 		$1.63M Sell
4,712
-71
-1% -$24.6K 0.18% 76
2025
Q2 		$1.7M Buy
4,783
+413
+9% +$144K 0.21% 69
2025
Q1 		$1.53M Buy
4,370
+608
+16% +$206K 0.2% 70
2024
Q4 		$1.19M Buy
3,762
+357
+10% +$107K 0.15% 84
2024
Q3 		$936K Buy
3,405
+190
+6% +$51.4K 0.12% 93
2024
Q2 		$844K Sell
3,215
-21
-0.6% -$5.76K 0.12% 92
2024
Q1 		$903K Sell
3,236
-1
-0% -$276 0.13% 89
2023
Q4 		$843K Buy
3,237
+65
+2% +$16K 0.13% 98
2023
Q3 		$730K Buy
3,172
+5
+0.2% +$1.2K 0.12% 97
2023
Q2 		$752K Sell
3,167
-53
-2% -$12.1K 0.12% 96
2023
Q1 		$726K Buy
3,220
+166
+5% +$36.9K 0.13% 93
2022
Q4 		$634K Sell
3,054
-160
-5% -$32.3K 0.12% 100
2022
Q3 		$591K Buy
3,214
+565
+21% +$115K 0.12% 97
2022
Q2 		$533K Buy
2,649
+50
+2% +$10.3K 0.11% 100
2022
Q1 		$564K Buy
2,599
+159
+7% +$34.4K 0.1% 100
2021
Q4 		$537K Sell
2,440
-9
-0.4% -$1.93K 0.1% 97
2021
Q3 		$546K Sell
2,449
-6
-0.2% -$1.41K 0.12% 94
2021
Q2 		$574K Sell
2,455
-111
-4% -$25.4K 0.12% 94
2021
Q1 		$543K Sell
2,566
-9
-0.3% -$1.89K 0.12% 91
2020
Q4 		$539K Buy
2,575
+25
+1% +$5.12K 0.12% 87
2020
Q3 		$516K Sell
2,550
-12
-0.5% -$2.4K 0.14% 83
2020
Q2 		$500K Buy
2,562
+108
+4% +$19.7K 0.15% 81
2020
Q1 		$429K Sell
2,454
-90
-4% -$17K 0.15% 95
2019
Q4 		$481K Hold
2,544
– – 0.14% 90
2019
Q3 		$432K Hold
2,544
– – 0.15% 90
2019
Q2 		$442K Hold
2,544
– – 0.16% 91
2019
Q1 		$397K Buy
2,544
+9
+0.4% +$1.3K 0.15% 93
2018
Q4 		$334K Hold
2,535
– – 0.14% 94
2018
Q3 		$380K Sell
2,535
-49
-2% -$6.97K 0.15% 94
2018
Q2 		$342K Buy
+2,584
New +$333K 0.14% 96

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

JGP Wealth Management's V Position: Q2 2026 in Review

JGP Wealth Management increased its Visa (V) stake by 1.9% in Q2 2026, buying an estimated $28.9K and bringing the position to 4,738 shares worth $1.63M. The position accounts for 0.15% of the portfolio, ranked #83.

JGP Wealth Management first reported a position in V in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.7M in Q2 2025. 1,652 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • JGP Wealth Management held 4,738 shares of Visa worth $1.63M as of Q2 2026.
  • JGP Wealth Management bought 90 Visa shares in Q2 2026, an estimated $28.9K.
  • Visa made up 0.15% of JGP Wealth Management's portfolio in Q2 2026, its #83 holding.
  • JGP Wealth Management first reported a position in Visa in Q2 2018 and has held it in 33 quarters since.
  • JGP Wealth Management's Visa position peaked at $1.7M in Q2 2025.
  • 1,652 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.