KWM
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Koa Wealth Management’s Visa V Stock Holding History

Koa 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 		$3.96M Buy
11,528
+554
+5% +$178K 2.69% 11
2026
Q1 		$3.32M Buy
10,974
+1,494
+16% +$480K 2.4% 12
2025
Q4 		$3.32M Buy
9,480
+52
+0.6% +$17.7K 2.28% 13
2025
Q3 		$3.22M Buy
9,428
+27
+0.3% +$9.35K 2.39% 11
2025
Q2 		$3.34M Sell
9,401
-35
-0.4% -$12.2K 2.65% 10
2025
Q1 		$3.31M Sell
9,436
-1,112
-11% -$376K 2.67% 9
2024
Q4 		$3.33M Sell
10,548
-1,080
-9% -$325K 2.72% 10
2024
Q3 		$3.2M Buy
11,628
+238
+2% +$64.3K 2.47% 11
2024
Q2 		$2.99M Sell
11,390
-160
-1% -$43.9K 2.53% 11
2024
Q1 		$3.22M Sell
11,550
-228
-2% -$62.9K 2.91% 8
2023
Q4 		$3.07M Buy
+11,778
New +$2.9M 3.03% 8

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Koa Wealth Management increased its Visa (V) stake by 5% in Q2 2026, buying an estimated $178K and bringing the position to 11,528 shares worth $3.96M. The position accounts for 2.69% of the portfolio, ranked #11.

Koa 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.

  • Koa Wealth Management held 11,528 shares of Visa worth $3.96M as of Q2 2026.
  • Koa Wealth Management bought 554 Visa shares in Q2 2026, an estimated $178K.
  • Visa made up 2.69% of Koa Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Koa 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 Koa Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.