McGlone Suttner Wealth Management
V icon

McGlone Suttner Wealth Management’s Visa V Stock Holding History

McGlone Suttner 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 		$410K Buy
1,140
+21
+2% +$7.68K 0.05% 143
2026
Q2 		$384K Buy
1,119
+44
+4% +$14.1K 0.05% 150
2026
Q1 		$325K Buy
1,075
+1
+0.1% +$322 0.04% 152
2025
Q4 		$377K Sell
1,074
-221
-17% -$75.3K 0.05% 143
2025
Q3 		$442K Buy
1,295
+1
+0.1% +$346 0.06% 130
2025
Q2 		$460K Sell
1,294
-36
-3% -$12.5K 0.07% 123
2025
Q1 		$466K Buy
1,330
+437
+49% +$148K 0.08% 120
2024
Q4 		$282K Buy
+893
New +$269K 0.05% 142
2024
Q3 		– Sell
-818
Closed -$213K – 183
2024
Q2 		$213K Sell
818
-105
-11% -$28.8K 0.04% 152
2024
Q1 		$258K Buy
923
+105
+13% +$29K 0.05% 146
2023
Q4 		$213K Buy
+818
New +$202K 0.04% 152
2023
Q3 		– Sell
-871
Closed -$207K – 155
2023
Q2 		$207K Buy
+871
New +$199K 0.05% 143

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

McGlone Suttner Wealth Management's V Position: Q3 2026 in Review

McGlone Suttner Wealth Management increased its Visa (V) stake by 1.9% in Q3 2026, buying an estimated $7.68K and bringing the position to 1,140 shares worth $410K. The position accounts for 0.05% of the portfolio, ranked #143.

McGlone Suttner Wealth Management first reported a position in V in Q2 2023 and has held it in 12 quarters since. The position peaked at $466K in Q1 2025. 1,472 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • McGlone Suttner Wealth Management held 1,140 shares of Visa worth $410K as of Q3 2026.
  • McGlone Suttner Wealth Management bought 21 Visa shares in Q3 2026, an estimated $7.68K.
  • Visa made up 0.05% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #143 holding.
  • McGlone Suttner Wealth Management first reported a position in Visa in Q2 2023 and has held it in 12 quarters since.
  • McGlone Suttner Wealth Management's Visa position peaked at $466K in Q1 2025.
  • 1,472 funds tracked by Wall St. Rank held Visa as of Q3 2026.

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