Meadowbrook Wealth Management
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Meadowbrook Wealth Management’s Visa V Stock Holding History

Meadowbrook 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 		$2.4M Buy
6,682
+25
+0.4% +$9.14K 2.52% 11
2026
Q2 		$2.28M Sell
6,657
-81
-1% -$26K 2.46% 10
2026
Q1 		$2.04M Hold
6,738
– – 2.7% 9
2025
Q4 		$2.36M Sell
6,738
-130
-2% -$44.3K 2.7% 10
2025
Q3 		$2.34M Buy
+6,868
New +$2.38M 2.44% 11

Other funds holding V

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

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

Meadowbrook Wealth Management increased its Visa (V) stake by 0.38% in Q3 2026, buying an estimated $9.14K and bringing the position to 6,682 shares worth $2.4M. The position accounts for 2.52% of the portfolio, ranked #11.

Meadowbrook Wealth Management first reported a position in V in Q3 2025 and has held it in 5 quarters since. 2,797 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Meadowbrook Wealth Management held 6,682 shares of Visa worth $2.4M as of Q3 2026.
  • Meadowbrook Wealth Management bought 25 Visa shares in Q3 2026, an estimated $9.14K.
  • Visa made up 2.52% of Meadowbrook Wealth Management's portfolio in Q3 2026, its #11 holding.
  • Meadowbrook Wealth Management first reported a position in Visa in Q3 2025 and has held it in 5 quarters since.
  • 2,797 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.