MWA Asset Management’s Visa V Stock Holding History

MWA Asset 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	$3.25M	Buy	9,464 +63	+0.7%	+$20.2K	1.47%	18
2026 Q1	$2.84M	Buy	9,401 +325	+4%	+$105K	1.56%	19
2025 Q4	$3.18M	Sell	9,076 -328	-3%	-$112K	1.77%	16
2025 Q3	$3.21M	Sell	9,404 -249	-3%	-$86.2K	1.77%	17
2025 Q2	$3.43M	Sell	9,653 -85	-0.9%	-$29.6K	2.1%	13
2025 Q1	$3.41M	Sell	9,738 -9	-0.1%	-$3.04K	2.37%	11
2024 Q4	$3.08M	Sell	9,747 -88	-0.9%	-$26.5K	2.05%	11
2024 Q3	$2.7M	Sell	9,835 -3	-0%	-$811	1.8%	15
2024 Q2	$2.58M	Buy	9,838 +10	+0.1%	+$2.74K	1.84%	13
2024 Q1	$2.74M	Buy	9,828 +116	+1%	+$32K	1.99%	13
2023 Q4	$2.53M	Buy	9,712 +2	+0%	+$493	2.09%	11
2023 Q3	$2.23M	Buy	+9,710	New	+$2.33M	2.16%	12

Other funds holding V

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

MWA Asset Management's V Position: Q2 2026 in Review

MWA Asset Management increased its Visa (V) stake by 0.67% in Q2 2026, buying an estimated $20.2K and bringing the position to 9,464 shares worth $3.25M. The position accounts for 1.47% of the portfolio, ranked #18.

MWA Asset Management first reported a position in V in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.43M in Q2 2025. 2,282 funds tracked by Wall St. Rank hold V as of Q2 2026.

MWA Asset Management held 9,464 shares of Visa worth $3.25M as of Q2 2026.
MWA Asset Management bought 63 Visa shares in Q2 2026, an estimated $20.2K.
Visa made up 1.47% of MWA Asset Management's portfolio in Q2 2026, its #18 holding.
MWA Asset Management first reported a position in Visa in Q3 2023 and has held it in 12 quarters since.
MWA Asset Management's Visa position peaked at $3.43M in Q2 2025.
2,282 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on MWA Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.