MWP
V icon

Meriwether Wealth & Planning’s Visa V Stock Holding History

Meriwether Wealth & Planning’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
Q2 		$1.17M Sell
3,412
-54
-2% -$17.3K 0.58% 26
2026
Q1 		$1.05M Buy
3,466
+467
+16% +$150K 0.57% 33
2025
Q4 		$1.05M Sell
2,999
-384
-11% -$131K 0.59% 30
2025
Q3 		$1.15M Sell
3,383
-57
-2% -$19.7K 0.67% 27
2025
Q2 		$1.22M Sell
3,440
-395
-10% -$138K 0.77% 23
2025
Q1 		$1.34M Sell
3,835
-854
-18% -$289K 0.88% 23
2024
Q4 		$1.48M Buy
+4,689
New +$1.41M 1.06% 20

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Meriwether Wealth & Planning's V Position: Q2 2026 in Review

Meriwether Wealth & Planning reduced its Visa (V) stake by 1.6% in Q2 2026, selling an estimated $17.3K and leaving 3,412 shares worth $1.17M. The position accounts for 0.58% of the portfolio, ranked #26.

Meriwether Wealth & Planning first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.48M in Q4 2024. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Meriwether Wealth & Planning held 3,412 shares of Visa worth $1.17M as of Q2 2026.
  • Meriwether Wealth & Planning sold 54 Visa shares in Q2 2026, an estimated $17.3K.
  • Visa made up 0.58% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #26 holding.
  • Meriwether Wealth & Planning first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Meriwether Wealth & Planning's Visa position peaked at $1.48M in Q4 2024.
  • 825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.