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 Q3	$1.19M	Sell	3,323 -89	-3%	-$32.5K	0.54%	30
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) 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

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

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Meriwether Wealth & Planning's V Position: Q3 2026 in Review

Meriwether Wealth & Planning reduced its Visa (V) stake by 2.6% in Q3 2026, selling an estimated $32.5K and leaving 3,323 shares worth $1.19M. The position accounts for 0.54% of the portfolio, ranked #30.

Meriwether Wealth & Planning first reported a position in V in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.48M in Q4 2024. 1,108 funds tracked by Wall St. Rank hold V as of Q3 2026.

Meriwether Wealth & Planning held 3,323 shares of Visa worth $1.19M as of Q3 2026.
Meriwether Wealth & Planning sold 89 Visa shares in Q3 2026, an estimated $32.5K.
Visa made up 0.54% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #30 holding.
Meriwether Wealth & Planning first reported a position in Visa in Q4 2024 and has held it in 8 quarters since.
Meriwether Wealth & Planning's Visa position peaked at $1.48M in Q4 2024.
1,108 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.