LeConte Wealth Management
V icon

LeConte Wealth Management’s Visa V Stock Holding History

LeConte 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 		$759K Buy
2,113
+231
+12% +$84.4K 0.41% 47
2026
Q2 		$646K Buy
1,882
+288
+18% +$92.5K 0.35% 55
2026
Q1 		$482K Sell
1,594
-130
-8% -$41.8K 0.31% 54
2025
Q4 		$605K Sell
1,724
-1
-0.1% -$341 0.4% 37
2025
Q3 		$589K Buy
1,725
+137
+9% +$47.4K 0.39% 37
2025
Q2 		$564K Buy
1,588
+611
+63% +$213K 0.38% 36
2025
Q1 		$342K Buy
+977
New +$331K 0.22% 38

Other funds holding V

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Local Pensions Partnership Investment
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

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

LeConte Wealth Management increased its Visa (V) stake by 12% in Q3 2026, buying an estimated $84.4K and bringing the position to 2,113 shares worth $759K. The position accounts for 0.41% of the portfolio, ranked #47.

LeConte Wealth Management first reported a position in V in Q1 2025 and has held it in 7 quarters since. 1,599 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • LeConte Wealth Management held 2,113 shares of Visa worth $759K as of Q3 2026.
  • LeConte Wealth Management bought 231 Visa shares in Q3 2026, an estimated $84.4K.
  • Visa made up 0.41% of LeConte Wealth Management's portfolio in Q3 2026, its #47 holding.
  • LeConte Wealth Management first reported a position in Visa in Q1 2025 and has held it in 7 quarters since.
  • 1,599 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.