Mosley Wealth Management
V icon

Mosley Wealth Management’s Visa V Stock Holding History

Mosley 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 		$600K Buy
1,502
+133
+10% +$48.6K 0.17% 95
2026
Q2 		$470K Sell
1,369
-108
-7% -$34.7K 0.15% 103
2026
Q1 		$504K Sell
1,477
-13
-0.9% -$4.18K 0.23% 93
2025
Q4 		$524K Buy
+1,490
New +$508K 0.24% 97
2024
Q4 		$506K Buy
1,506
+128
+9% +$38.5K 0.31% 74
2024
Q3 		$395K Buy
1,378
+212
+18% +$57.3K 0.27% 82
2024
Q2 		$306K Buy
1,166
+27
+2% +$7.4K 0.26% 81
2024
Q1 		$318K Sell
1,139
-46
-4% -$12.7K 0.3% 76
2023
Q4 		$309K Buy
+1,185
New +$292K 0.3% 74

Other funds holding V

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

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

Mosley Wealth Management increased its Visa (V) stake by 9.7% in Q3 2026, buying an estimated $48.6K and bringing the position to 1,502 shares worth $600K. The position accounts for 0.17% of the portfolio, ranked #95.

Mosley Wealth Management first reported a position in V in Q4 2023 and has held it in 9 quarters since. 2,981 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Mosley Wealth Management held 1,502 shares of Visa worth $600K as of Q3 2026.
  • Mosley Wealth Management bought 133 Visa shares in Q3 2026, an estimated $48.6K.
  • Visa made up 0.17% of Mosley Wealth Management's portfolio in Q3 2026, its #95 holding.
  • Mosley Wealth Management first reported a position in Visa in Q4 2023 and has held it in 9 quarters since.
  • 2,981 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.