McCarter Private Wealth Services’s Visa V Stock Holding History

McCarter Private Wealth Services’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	$1.38M	Buy	3,850 +19	+0.5%	+$6.94K	0.47%	64
2026 Q2	$1.31M	Sell	3,831 -841	-18%	-$270K	0.45%	64
2026 Q1	$1.41M	Buy	4,672 +532	+13%	+$171K	0.61%	50
2025 Q4	$1.45M	Buy	4,140 +53	+1%	+$18.1K	0.65%	42
2025 Q3	$1.4M	Buy	4,087 +35	+0.9%	+$12.1K	0.71%	38
2025 Q2	$1.44M	Sell	4,052 -204	-5%	-$71.1K	0.82%	36
2025 Q1	$1.49M	Buy	4,256 +55	+1%	+$18.6K	0.98%	31
2024 Q4	$1.33M	Buy	4,201 +212	+5%	+$63.7K	0.84%	32
2024 Q3	$1.1M	Buy	+3,989	New	+$1.08M	0.69%	38

Other funds holding V

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

McCarter Private Wealth Services's V Position: Q3 2026 in Review

McCarter Private Wealth Services increased its Visa (V) stake by 0.5% in Q3 2026, buying an estimated $6.94K and bringing the position to 3,850 shares worth $1.38M. The position accounts for 0.47% of the portfolio, ranked #64.

McCarter Private Wealth Services first reported a position in V in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.49M in Q1 2025. 1,472 funds tracked by Wall St. Rank hold V as of Q3 2026.

McCarter Private Wealth Services held 3,850 shares of Visa worth $1.38M as of Q3 2026.
McCarter Private Wealth Services bought 19 Visa shares in Q3 2026, an estimated $6.94K.
Visa made up 0.47% of McCarter Private Wealth Services's portfolio in Q3 2026, its #64 holding.
McCarter Private Wealth Services first reported a position in Visa in Q3 2024 and has held it in 9 quarters since.
McCarter Private Wealth Services's Visa position peaked at $1.49M in Q1 2025.
1,472 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.