Lodestone Wealth Management
V icon

Lodestone Wealth Management’s Visa V Stock Holding History

Lodestone 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 		$1.91M Sell
5,303
-72
-1% -$26.3K 0.64% 44
2026
Q2 		$1.84M Sell
5,375
-146
-3% -$46.9K 0.65% 43
2026
Q1 		$1.67M Sell
5,521
-7
-0.1% -$2.25K 0.66% 47
2025
Q4 		$1.94M Sell
5,528
-376
-6% -$128K 0.79% 39
2025
Q3 		$2.02M Buy
5,904
+20
+0.3% +$6.92K 0.91% 40
2025
Q2 		$2.09M Sell
5,884
-238
-4% -$83K 1.02% 33
2025
Q1 		$2.15M Buy
6,122
+18
+0.3% +$6.09K 1.14% 27
2024
Q4 		$1.93M Sell
6,104
-14
-0.2% -$4.21K 0.97% 41
2024
Q3 		$1.68M Sell
6,118
-1,246
-17% -$337K 0.84% 46
2024
Q2 		$1.93M Buy
7,364
+137
+2% +$37.6K 1.02% 35
2024
Q1 		$2.02M Buy
7,227
+15
+0.2% +$4.14K 1.06% 36
2023
Q4 		$1.88M Buy
7,212
+160
+2% +$39.4K 1.09% 35
2023
Q3 		$1.62M Buy
7,052
+77
+1% +$18.5K 1.14% 32
2023
Q2 		$1.66M Sell
6,975
-278
-4% -$63.6K 1.13% 30
2023
Q1 		$1.64M Sell
7,253
-310
-4% -$69K 1.26% 29
2022
Q4 		$1.57M Buy
+7,563
New +$1.53M 1.27% 29

Other funds holding V

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Troy Asset Management
Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Lodestone Wealth Management reduced its Visa (V) stake by 1.3% in Q3 2026, selling an estimated $26.3K and leaving 5,303 shares worth $1.91M. The position accounts for 0.64% of the portfolio, ranked #44.

Lodestone Wealth Management first reported a position in V in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.15M in Q1 2025. 2,054 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Lodestone Wealth Management held 5,303 shares of Visa worth $1.91M as of Q3 2026.
  • Lodestone Wealth Management sold 72 Visa shares in Q3 2026, an estimated $26.3K.
  • Visa made up 0.64% of Lodestone Wealth Management's portfolio in Q3 2026, its #44 holding.
  • Lodestone Wealth Management first reported a position in Visa in Q4 2022 and has held it in 16 quarters since.
  • Lodestone Wealth Management's Visa position peaked at $2.15M in Q1 2025.
  • 2,054 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.