MWM
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Maltin Wealth Management’s Visa V Stock Holding History

Maltin 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 		$230K Buy
641
+1
+0.2% +$366 0.07% 137
2026
Q2 		$219K Buy
+640
New +$205K 0.07% 139
2026
Q1 		– Sell
-638
Closed -$224K – 147
2025
Q4 		$224K Buy
638
+6
+0.9% +$2.04K 0.09% 124
2025
Q3 		$216K Buy
632
+1
+0.2% +$346 0.09% 127
2025
Q2 		$224K Buy
631
+1
+0.2% +$349 0.1% 121
2025
Q1 		$221K Buy
+630
New +$213K 0.1% 123

Other funds holding V

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

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

Maltin Wealth Management increased its Visa (V) stake by 0.16% in Q3 2026, buying an estimated $366 and bringing the position to 641 shares worth $230K. The position accounts for 0.07% of the portfolio, ranked #137.

Maltin Wealth Management first reported a position in V in Q1 2025 and has held it in 6 quarters since. 550 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Maltin Wealth Management held 641 shares of Visa worth $230K as of Q3 2026.
  • Maltin Wealth Management bought 1 Visa share in Q3 2026, an estimated $366.
  • Visa made up 0.07% of Maltin Wealth Management's portfolio in Q3 2026, its #137 holding.
  • Maltin Wealth Management first reported a position in Visa in Q1 2025 and has held it in 6 quarters since.
  • 550 funds tracked by Wall St. Rank held Visa as of Q3 2026.

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