Keyes Stange & Wooten Wealth Management’s Visa V Stock Holding History

Keyes Stange & Wooten 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	$474K	Hold	1,383	–	–	0.19%	51
2026 Q1	$418K	Buy	1,383 +439	+47%	+$141K	0.19%	47
2025 Q4	$331K	Hold	944	–	–	0.16%	49
2025 Q3	$322K	Sell	944 -48	-5%	-$16.6K	0.16%	52
2025 Q2	$352K	Sell	992 -43	-4%	-$15K	0.18%	49
2025 Q1	$363K	Buy	1,035 +130	+14%	+$44K	0.21%	47
2024 Q4	$286K	Sell	905 -40	-4%	-$12K	0.17%	55
2024 Q3	$260K	Sell	945 -14	-1%	-$3.79K	0.15%	57
2024 Q2	$252K	Sell	959 -32	-3%	-$8.77K	0.18%	53
2024 Q1	$277K	Buy	991 +15	+2%	+$4.14K	0.24%	50
2023 Q4	$254K	Buy	+976	New	+$241K	0.27%	48

Other funds holding V

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Keyes Stange & Wooten Wealth Management's V Position: Q2 2026 in Review

Keyes Stange & Wooten Wealth Management held its Visa (V) position steady in Q2 2026 at 1,383 shares worth $474K. The position accounts for 0.19% of the portfolio, ranked #51.

Keyes Stange & Wooten Wealth Management first reported a position in V in Q4 2023 and has held it in 11 quarters since. 2,060 funds tracked by Wall St. Rank hold V as of Q2 2026.

Keyes Stange & Wooten Wealth Management held 1,383 shares of Visa worth $474K as of Q2 2026.
Keyes Stange & Wooten Wealth Management left its Visa share count unchanged in Q2 2026.
Visa made up 0.19% of Keyes Stange & Wooten Wealth Management's portfolio in Q2 2026, its #51 holding.
Keyes Stange & Wooten Wealth Management first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
2,060 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.