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LifeWealth Investments’s Visa V Stock Holding History

LifeWealth Investments’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 		$641K Buy
1,868
+25
+1% +$8.03K 0.17% 70
2026
Q1 		$557K Buy
1,843
+51
+3% +$16.4K 0.17% 79
2025
Q4 		$628K Sell
1,792
-2,679
-60% -$913K 0.2% 76
2025
Q3 		$1.53M Sell
4,471
-201
-4% -$69.6K 0.23% 71
2025
Q2 		$1.66M Buy
4,672
+1,129
+32% +$394K 0.28% 63
2025
Q1 		$1.24M Buy
3,543
+2,284
+181% +$773K 0.27% 70
2024
Q4 		$398K Buy
+1,259
New +$379K 0.26% 80

Other funds holding V

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

LifeWealth Investments's V Position: Q2 2026 in Review

LifeWealth Investments increased its Visa (V) stake by 1.4% in Q2 2026, buying an estimated $8.03K and bringing the position to 1,868 shares worth $641K. The position accounts for 0.17% of the portfolio, ranked #70.

LifeWealth Investments first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.66M in Q2 2025. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • LifeWealth Investments held 1,868 shares of Visa worth $641K as of Q2 2026.
  • LifeWealth Investments bought 25 Visa shares in Q2 2026, an estimated $8.03K.
  • Visa made up 0.17% of LifeWealth Investments's portfolio in Q2 2026, its #70 holding.
  • LifeWealth Investments first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • LifeWealth Investments's Visa position peaked at $1.66M in Q2 2025.
  • 2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.