Mindset Wealth Management’s Visa V Stock Holding History

Mindset 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	$2.45M	Buy	6,804 +24	+0.4%	+$8.77K	0.44%	23
2026 Q2	$2.33M	Buy	6,780 +310	+5%	+$100K	0.45%	22
2026 Q1	$1.96M	Sell	6,470 -9	-0.1%	-$2.89K	0.53%	18
2025 Q4	$2.27M	Sell	6,479 -90	-1%	-$30.7K	0.6%	14
2025 Q3	$2.24M	Sell	6,569 -10	-0.2%	-$3.46K	0.61%	12
2025 Q2	$2.34M	Buy	6,579 +137	+2%	+$47.8K	0.76%	11
2025 Q1	$2.26M	Buy	6,442 +17	+0.3%	+$5.75K	0.88%	9
2024 Q4	$2.03M	Buy	6,425 +21	+0.3%	+$6.32K	0.74%	10
2024 Q3	$1.76M	Buy	+6,404	New	+$1.73M	0.73%	10

Other funds holding V

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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

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

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

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

Mindset Wealth Management increased its Visa (V) stake by 0.35% in Q3 2026, buying an estimated $8.77K and bringing the position to 6,804 shares worth $2.45M. The position accounts for 0.44% of the portfolio, ranked #23.

Mindset Wealth Management first reported a position in V in Q3 2024 and has held it in 9 quarters since. 933 funds tracked by Wall St. Rank hold V as of Q3 2026.

Mindset Wealth Management held 6,804 shares of Visa worth $2.45M as of Q3 2026.
Mindset Wealth Management bought 24 Visa shares in Q3 2026, an estimated $8.77K.
Visa made up 0.44% of Mindset Wealth Management's portfolio in Q3 2026, its #23 holding.
Mindset Wealth Management first reported a position in Visa in Q3 2024 and has held it in 9 quarters since.
933 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.