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Mitchell & Pahl Private Wealth’s Visa V Stock Holding History

Mitchell & Pahl Private Wealth’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 		$1.11M Sell
3,238
-50
-2% -$16.1K 0.41% 81
2026
Q1 		$994K Sell
3,288
-251
-7% -$80.7K 0.4% 91
2025
Q4 		$1.24M Sell
3,539
-78
-2% -$26.6K 0.52% 72
2025
Q3 		$1.23M Sell
3,617
-45
-1% -$15.6K 0.52% 72
2025
Q2 		$1.3M Sell
3,662
-33
-0.9% -$11.5K 0.57% 66
2025
Q1 		$1.29M Sell
3,695
-68
-2% -$23K 0.6% 62
2024
Q4 		$1.19M Sell
3,763
-174
-4% -$52.3K 0.56% 66
2024
Q3 		$1.08M Sell
3,937
-52
-1% -$14.1K 0.5% 72
2024
Q2 		$1.05M Sell
3,989
-4
-0.1% -$1.1K 0.55% 71
2024
Q1 		$1.11M Sell
3,993
-212
-5% -$58.5K 0.59% 65
2023
Q4 		$1.09M Sell
4,205
-157
-4% -$38.7K 0.62% 59
2023
Q3 		$1M Sell
4,362
-110
-2% -$26.4K 0.6% 58
2023
Q2 		$1.06M Sell
4,472
-129
-3% -$29.5K 0.64% 50
2023
Q1 		$1.04M Sell
4,601
-499
-10% -$111K 0.65% 55
2022
Q4 		$1.06M Sell
5,100
-89
-2% -$17.9K 0.7% 50
2022
Q3 		$922K Sell
5,189
-330
-6% -$67.2K 0.68% 49
2022
Q2 		$1.09M Sell
5,519
-266
-5% -$55K 0.76% 46
2022
Q1 		$1.28M Sell
5,785
-244
-4% -$52.8K 0.82% 40
2021
Q4 		$1.31M Sell
6,029
-61
-1% -$13.1K 0.84% 39
2021
Q3 		$1.36M Sell
6,090
-39
-0.6% -$9.14K 0.98% 31
2021
Q2 		$1.43M Sell
6,129
-79
-1% -$18.1K 1.02% 31
2021
Q1 		$1.31M Sell
6,208
-85
-1% -$17.9K 1.02% 31
2020
Q4 		$1.38M Buy
+6,293
New +$1.29M 1.16% 27

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

Mitchell & Pahl Private Wealth's V Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth reduced its Visa (V) stake by 1.5% in Q2 2026, selling an estimated $16.1K and leaving 3,238 shares worth $1.11M. The position accounts for 0.41% of the portfolio, ranked #81.

Mitchell & Pahl Private Wealth first reported a position in V in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.43M in Q2 2021. 937 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 3,238 shares of Visa worth $1.11M as of Q2 2026.
  • Mitchell & Pahl Private Wealth sold 50 Visa shares in Q2 2026, an estimated $16.1K.
  • Visa made up 0.41% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #81 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Visa in Q4 2020 and has held it in 23 quarters since.
  • Mitchell & Pahl Private Wealth's Visa position peaked at $1.43M in Q2 2021.
  • 937 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.