MWM
V icon

MOKAN Wealth Management’s Visa V Stock Holding History

MOKAN 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
Q2 		$252K Sell
734
-1,945
-73% -$624K 0.1% 89
2026
Q1 		$810K Sell
2,679
-1,688
-39% -$543K 0.36% 50
2025
Q4 		$1.53M Buy
4,367
+129
+3% +$44K 0.68% 38
2025
Q3 		$1.45M Buy
4,238
+166
+4% +$57.5K 0.73% 35
2025
Q2 		$1.45M Buy
4,072
+267
+7% +$93.1K 0.81% 35
2025
Q1 		$1.33M Sell
3,805
-109
-3% -$36.9K 0.8% 36
2024
Q4 		$1.24M Buy
+3,914
New +$1.18M 0.79% 36

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

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

MOKAN Wealth Management reduced its Visa (V) stake by 73% in Q2 2026, selling an estimated $624K and leaving 734 shares worth $252K. The position accounts for 0.1% of the portfolio, ranked #89.

MOKAN Wealth Management first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.53M in Q4 2025. 2,222 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • MOKAN Wealth Management held 734 shares of Visa worth $252K as of Q2 2026.
  • MOKAN Wealth Management sold 1,945 Visa shares in Q2 2026, an estimated $624K.
  • Visa made up 0.1% of MOKAN Wealth Management's portfolio in Q2 2026, its #89 holding.
  • MOKAN Wealth Management first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • MOKAN Wealth Management's Visa position peaked at $1.53M in Q4 2025.
  • 2,222 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.