Maia Wealth’s Visa V Stock Holding History

Maia Wealth’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	$5.07M	Buy	14,770 +1,880	+15%	+$604K	0.75%	34
2026 Q1	$3.9M	Buy	12,890 +883	+7%	+$284K	0.66%	37
2025 Q4	$3.89M	Buy	12,007 +300	+3%	+$102K	0.66%	37
2025 Q3	$3.92M	Buy	11,707 +584	+5%	+$202K	0.66%	36
2025 Q2	$3.95M	Buy	11,123 +885	+9%	+$308K	0.75%	33
2025 Q1	$3.43M	Sell	10,238 -47	-0.5%	-$15.9K	0.78%	33
2024 Q4	$3.44M	Buy	10,285 +1,176	+13%	+$354K	0.74%	35
2024 Q3	$2.58M	Buy	9,109 +943	+12%	+$255K	0.64%	40
2024 Q2	$2.19M	Buy	+8,166	New	+$2.24M	0.66%	40
2023 Q4	$1.56M	Buy	+5,974	New	+$1.47M	0.63%	38

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

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Maia Wealth's V Position: Q2 2026 in Review

Maia Wealth increased its Visa (V) stake by 15% in Q2 2026, buying an estimated $604K and bringing the position to 14,770 shares worth $5.07M. The position accounts for 0.75% of the portfolio, ranked #34.

Maia Wealth first reported a position in V in Q4 2023 and has held it in 10 quarters since. 1,797 funds tracked by Wall St. Rank hold V as of Q2 2026.

Maia Wealth held 14,770 shares of Visa worth $5.07M as of Q2 2026.
Maia Wealth bought 1,880 Visa shares in Q2 2026, an estimated $604K.
Visa made up 0.75% of Maia Wealth's portfolio in Q2 2026, its #34 holding.
Maia Wealth first reported a position in Visa in Q4 2023 and has held it in 10 quarters since.
1,797 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.