KMWM
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Keudell/Morrison Wealth Management’s Visa V Stock Holding History

Keudell/Morrison 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 		$3.86M Buy
11,238
+28
+0.2% +$8.99K 0.73% 29
2026
Q1 		$3.39M Sell
11,210
-190
-2% -$61.1K 0.69% 29
2025
Q4 		$4M Buy
+11,400
New +$3.88M 0.84% 24
2025
Q2 		$4.11M Sell
11,578
-368
-3% -$128K 0.91% 19
2025
Q1 		$4.19M Sell
11,946
-45
-0.4% -$15.2K 0.99% 21
2024
Q4 		$3.79M Sell
11,991
-22
-0.2% -$6.62K 0.99% 22
2024
Q3 		$3.3M Buy
12,013
+243
+2% +$65.7K 0.9% 23
2024
Q2 		$3.09M Sell
11,770
-47
-0.4% -$12.9K 0.9% 22
2024
Q1 		$3.3M Buy
11,817
+162
+1% +$44.7K 1% 22
2023
Q4 		$3.03M Sell
11,655
-33
-0.3% -$8.13K 1% 21
2023
Q3 		$2.69M Sell
11,688
-86
-0.7% -$20.7K 0.82% 23
2023
Q2 		$2.8M Buy
11,774
+13
+0.1% +$2.98K 0.81% 23
2023
Q1 		$2.65M Buy
11,761
+43
+0.4% +$9.57K 0.78% 22
2022
Q4 		$2.43M Sell
11,718
-218
-2% -$44K 0.78% 24
2022
Q3 		$2.12M Sell
11,936
-744
-6% -$151K 0.79% 22
2022
Q2 		$2.5M Sell
12,680
-272
-2% -$56.2K 0.91% 19
2022
Q1 		$2.87M Buy
12,952
+62
+0.5% +$13.4K 1.2% 14
2021
Q4 		$2.79M Buy
12,890
+560
+5% +$120K 1.1% 13
2021
Q3 		$2.75M Buy
12,330
+205
+2% +$48.1K 1.18% 14
2021
Q2 		$2.83M Buy
12,125
+129
+1% +$29.5K 1.55% 12
2021
Q1 		$2.54M Buy
11,996
+9
+0.1% +$1.89K 1.47% 14
2020
Q4 		$2.62M Buy
11,987
+609
+5% +$125K 1.66% 13
2020
Q3 		$2.27M Sell
11,378
-188
-2% -$37.6K 1.46% 15
2020
Q2 		$2.23M Buy
11,566
+1,196
+12% +$218K 1.85% 10
2020
Q1 		$1.67M Buy
10,370
+147
+1% +$27.7K 1.63% 13
2019
Q4 		$1.92M Sell
10,223
-243
-2% -$43.8K 1.33% 18
2019
Q3 		$1.8M Buy
10,466
+63
+0.6% +$11.2K 1.49% 17
2019
Q2 		$1.82M Sell
10,403
-147
-1% -$24.1K 1.6% 15
2019
Q1 		$1.65M Buy
+10,550
New +$1.52M 1.45% 17

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Keudell/Morrison Wealth Management's V Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its Visa (V) stake by 0.25% in Q2 2026, buying an estimated $8.99K and bringing the position to 11,238 shares worth $3.86M. The position accounts for 0.73% of the portfolio, ranked #29.

Keudell/Morrison Wealth Management first reported a position in V in Q1 2019 and has held it in 29 quarters since. The position peaked at $4.19M in Q1 2025. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Keudell/Morrison Wealth Management held 11,238 shares of Visa worth $3.86M as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 28 Visa shares in Q2 2026, an estimated $8.99K.
  • Visa made up 0.73% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Keudell/Morrison Wealth Management first reported a position in Visa in Q1 2019 and has held it in 29 quarters since.
  • Keudell/Morrison Wealth Management's Visa position peaked at $4.19M in Q1 2025.
  • 825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.