Lord & Richards Wealth Management’s Visa V Stock Holding History

Lord & Richards 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	$1.36M	Sell	3,963 -111	-3%	-$35.6K	1.06%	24
2026 Q1	$1.23M	Sell	4,074 -24	-0.6%	-$7.72K	1.08%	23
2025 Q4	$1.44M	Sell	4,098 -2,016	-33%	-$687K	1.23%	22
2025 Q3	$2.09M	Buy	6,114 +1,332	+28%	+$461K	1.91%	15
2025 Q2	$1.7M	Buy	4,782 +440	+10%	+$153K	1.77%	15
2025 Q1	$1.52M	Buy	4,342 +2,409	+125%	+$815K	1.73%	12
2024 Q4	$611K	Buy	+1,933	New	+$581K	1.29%	24

Other funds holding V

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Lord & Richards Wealth Management's V Position: Q2 2026 in Review

Lord & Richards Wealth Management reduced its Visa (V) stake by 2.7% in Q2 2026, selling an estimated $35.6K and leaving 3,963 shares worth $1.36M. The position accounts for 1.06% of the portfolio, ranked #24.

Lord & Richards Wealth Management first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.09M in Q3 2025. 1,347 funds tracked by Wall St. Rank hold V as of Q2 2026.

Lord & Richards Wealth Management held 3,963 shares of Visa worth $1.36M as of Q2 2026.
Lord & Richards Wealth Management sold 111 Visa shares in Q2 2026, an estimated $35.6K.
Visa made up 1.06% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #24 holding.
Lord & Richards Wealth Management first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
Lord & Richards Wealth Management's Visa position peaked at $2.09M in Q3 2025.
1,347 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.