Moran Wealth Management
V icon

Moran Wealth Management’s Visa V Stock Holding History

Moran 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 		$29M Buy
80,793
+818
+1% +$299K 0.8% 22
2026
Q2 		$27.4M Sell
79,975
-4,609
-5% -$1.48M 0.75% 25
2026
Q1 		$25.6M Buy
84,584
+21,672
+34% +$6.97M 0.78% 19
2025
Q4 		$22.1M Buy
62,912
+6,297
+11% +$2.15M 0.68% 34
2025
Q3 		$19.3M Buy
56,615
+3,788
+7% +$1.31M 0.58% 48
2025
Q2 		$18.8M Buy
+52,827
New +$18.4M 0.58% 47
2023
Q1 		– Sell
-1,115
Closed -$232K – 374
2022
Q4 		$232K Buy
+1,115
New +$225K 0.01% 331

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

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

Moran Wealth Management increased its Visa (V) stake by 1% in Q3 2026, buying an estimated $299K and bringing the position to 80,793 shares worth $29M. The position accounts for 0.8% of the portfolio, ranked #22.

Moran Wealth Management first reported a position in V in Q4 2022 and has held it in 7 quarters since. 1,291 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Moran Wealth Management held 80,793 shares of Visa worth $29M as of Q3 2026.
  • Moran Wealth Management bought 818 Visa shares in Q3 2026, an estimated $299K.
  • Visa made up 0.8% of Moran Wealth Management's portfolio in Q3 2026, its #22 holding.
  • Moran Wealth Management first reported a position in Visa in Q4 2022 and has held it in 7 quarters since.
  • 1,291 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.