LWM
V icon

Lakeridge Wealth Management’s Visa V Stock Holding History

Lakeridge 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 		$540K Sell
1,573
-22
-1% -$7.06K 0.2% 99
2026
Q1 		$482K Sell
1,595
-47
-3% -$15.1K 0.21% 97
2025
Q4 		$576K Buy
1,642
+51
+3% +$17.4K 0.26% 83
2025
Q3 		$543K Sell
1,591
-33
-2% -$11.4K 0.24% 78
2025
Q2 		$577K Buy
1,624
+117
+8% +$40.8K 0.27% 72
2025
Q1 		$528K Buy
1,507
+81
+6% +$27.4K 0.26% 78
2024
Q4 		$451K Buy
1,426
+9
+0.6% +$2.71K 0.23% 86
2024
Q3 		$390K Sell
1,417
-11
-0.8% -$2.97K 0.21% 91
2024
Q2 		$375K Sell
1,428
-88
-6% -$24.1K 0.23% 88
2024
Q1 		$423K Buy
1,516
+10
+0.7% +$2.76K 0.27% 69
2023
Q4 		$392K Buy
+1,506
New +$371K 0.28% 73

Other funds holding V

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
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
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return