KL
V icon

KWMG LLC’s Visa V Stock Holding History

KWMG LLC’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 		$209K Buy
+610
New +$196K 0.02% 152
2026
Q1 		– Sell
-794
Closed -$278K – 151
2025
Q4 		$278K Sell
794
-26
-3% -$8.86K 0.02% 138
2025
Q3 		$280K Hold
820
– – 0.02% 138
2025
Q2 		$291K Buy
820
+56
+7% +$19.5K 0.03% 136
2025
Q1 		$268K Buy
764
+37
+5% +$12.5K 0.03% 135
2024
Q4 		$230K Sell
727
-12
-2% -$3.61K 0.02% 133
2024
Q3 		$203K Buy
+739
New +$200K 0.02% 136
2023
Q2 		– Sell
-1,125
Closed -$254K – 139
2023
Q1 		$254K Buy
+1,125
New +$250K 0.03% 132
2019
Q2 		– Sell
-396
Closed -$62K – 403
2019
Q1 		$62K Sell
396
-7
-2% -$1.01K 0.02% 161
2018
Q4 		$53K Buy
403
+26
+7% +$3.59K 0.01% 168
2018
Q3 		$57K Buy
377
+155
+70% +$22K 0.01% 156
2018
Q2 		$29K Buy
+222
New +$28.6K 0.01% 201

Other funds holding V

WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return