Marion Wealth Management
V icon

Marion Wealth Management’s Visa V Stock Holding History

Marion 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 		$402K Buy
1,118
+12
+1% +$4.39K 0.08% 110
2026
Q2 		$379K Buy
1,106
+81
+8% +$26K 0.08% 115
2026
Q1 		$310K Buy
1,025
+56
+6% +$18K 0.07% 113
2025
Q4 		$316K Buy
969
+86
+10% +$29.3K 0.07% 111
2025
Q3 		$302K Buy
883
+17
+2% +$5.88K 0.07% 108
2025
Q2 		$308K Buy
866
+94
+12% +$32.8K 0.08% 104
2025
Q1 		$271K Buy
772
+101
+15% +$34.2K 0.07% 109
2024
Q4 		$212K Buy
+671
New +$202K 0.06% 125

Other funds holding V

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

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

Marion Wealth Management increased its Visa (V) stake by 1.1% in Q3 2026, buying an estimated $4.39K and bringing the position to 1,118 shares worth $402K. The position accounts for 0.08% of the portfolio, ranked #110.

Marion Wealth Management first reported a position in V in Q4 2024 and has held it in 8 quarters since. 1,479 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Marion Wealth Management held 1,118 shares of Visa worth $402K as of Q3 2026.
  • Marion Wealth Management bought 12 Visa shares in Q3 2026, an estimated $4.39K.
  • Visa made up 0.08% of Marion Wealth Management's portfolio in Q3 2026, its #110 holding.
  • Marion Wealth Management first reported a position in Visa in Q4 2024 and has held it in 8 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Marion Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.