NWMG
V icon

National Wealth Management Group’s Visa V Stock Holding History

National Wealth Management Group’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 		$609K Sell
1,775
-174
-9% -$55.9K 0.19% 99
2026
Q1 		$589K Sell
1,949
-121
-6% -$38.9K 0.22% 96
2025
Q4 		$726K Buy
2,070
+545
+36% +$186K 0.25% 93
2025
Q3 		$520K Buy
+1,525
New +$528K 0.2% 120

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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

National Wealth Management Group's V Position: Q2 2026 in Review

National Wealth Management Group reduced its Visa (V) stake by 8.9% in Q2 2026, selling an estimated $55.9K and leaving 1,775 shares worth $609K. The position accounts for 0.19% of the portfolio, ranked #99.

National Wealth Management Group first reported a position in V in Q3 2025 and has held it in 4 quarters since. The position peaked at $726K in Q4 2025. 1,215 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • National Wealth Management Group held 1,775 shares of Visa worth $609K as of Q2 2026.
  • National Wealth Management Group sold 174 Visa shares in Q2 2026, an estimated $55.9K.
  • Visa made up 0.19% of National Wealth Management Group's portfolio in Q2 2026, its #99 holding.
  • National Wealth Management Group first reported a position in Visa in Q3 2025 and has held it in 4 quarters since.
  • National Wealth Management Group's Visa position peaked at $726K in Q4 2025.
  • 1,215 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.