Level Wealth Management
V icon

Level Wealth Management’s Visa V Stock Holding History

Level 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 		$1.97M Buy
5,477
+336
+7% +$123K 0.75% 21
2026
Q2 		$1.76M Buy
5,141
+90
+2% +$28.9K 0.71% 20
2026
Q1 		$1.53M Hold
5,051
– – 0.72% 21
2025
Q4 		$1.77M Hold
5,051
– – 0.91% 18
2025
Q3 		$1.72M Hold
5,051
– – 0.91% 17
2025
Q2 		$1.79M Sell
5,051
-447
-8% -$156K 1.04% 16
2025
Q1 		$1.93M Sell
5,498
-362
-6% -$122K 1.26% 11
2024
Q4 		$1.85M Buy
+5,860
New +$1.76M 1.31% 10

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
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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

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

Level Wealth Management increased its Visa (V) stake by 6.5% in Q3 2026, buying an estimated $123K and bringing the position to 5,477 shares worth $1.97M. The position accounts for 0.75% of the portfolio, ranked #21.

Level Wealth Management first reported a position in V in Q4 2024 and has held it in 8 quarters since. 1,490 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Level Wealth Management held 5,477 shares of Visa worth $1.97M as of Q3 2026.
  • Level Wealth Management bought 336 Visa shares in Q3 2026, an estimated $123K.
  • Visa made up 0.75% of Level Wealth Management's portfolio in Q3 2026, its #21 holding.
  • Level Wealth Management first reported a position in Visa in Q4 2024 and has held it in 8 quarters since.
  • 1,490 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Level Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.