MWM
V icon

Mission Wealth Management’s Visa V Stock Holding History

Mission 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
2024
Q3 		– Hold
0
– -$1.63M – 718
2024
Q2 		– Hold
0
– – – 193

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mission Wealth Management's V Position: Q2 2026 in Review

Mission Wealth Management increased its Visa (V) stake by 81% in Q2 2026, buying an estimated $11.6M and bringing the position to 80,647 shares worth $27.7M. The position accounts for 0.34% of the portfolio, ranked #50.

Mission Wealth Management first reported a position in V in Q3 2015 and has held it in 44 quarters since. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Mission Wealth Management held 80,647 shares of Visa worth $27.7M as of Q2 2026.
  • Mission Wealth Management bought 36,180 Visa shares in Q2 2026, an estimated $11.6M.
  • Visa made up 0.34% of Mission Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Mission Wealth Management first reported a position in Visa in Q3 2015 and has held it in 44 quarters since.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.