Koa Wealth Management
V icon

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
Q3 		$4.06M Sell
11,296
-232
-2% -$84.8K 2.63% 10
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% +$9.34K 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

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Troy Asset Management
Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Koa Wealth Management reduced its Visa (V) stake by 2% in Q3 2026, selling an estimated $84.8K and leaving 11,296 shares worth $4.06M. The position accounts for 2.63% of the portfolio, ranked #10.

Koa Wealth Management first reported a position in V in Q4 2023 and has held it in 12 quarters since. 2,054 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Koa Wealth Management held 11,296 shares of Visa worth $4.06M as of Q3 2026.
  • Koa Wealth Management sold 232 Visa shares in Q3 2026, an estimated $84.8K.
  • Visa made up 2.63% of Koa Wealth Management's portfolio in Q3 2026, its #10 holding.
  • Koa Wealth Management first reported a position in Visa in Q4 2023 and has held it in 12 quarters since.
  • 2,054 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Koa Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.