Net Worth Advisory Group’s Visa V Stock Holding History

Net Worth Advisory 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 Q3	$1.88M	Sell	5,230 -1,931	-27%	-$706K	0.47%	36
2026 Q2	$2.46M	Buy	7,161 +1,066	+17%	+$342K	0.62%	33
2026 Q1	$1.84M	Sell	6,095 -1,763	-22%	-$567K	0.38%	58
2025 Q4	$2.76M	Buy	7,858 +1,441	+22%	+$491K	0.56%	37
2025 Q3	$2.19M	Sell	6,417 -708	-10%	-$245K	0.63%	27
2025 Q2	$2.53M	Buy	7,125 +22	+0.3%	+$7.67K	0.56%	36
2025 Q1	$2.49M	Buy	7,103 +156	+2%	+$52.8K	0.78%	18
2024 Q4	$2.2M	Sell	6,947 -684	-9%	-$206K	0.67%	25
2024 Q3	$2.1M	Buy	+7,631	New	+$2.06M	0.62%	24

Other funds holding V

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Net Worth Advisory Group's V Position: Q3 2026 in Review

Net Worth Advisory Group reduced its Visa (V) stake by 27% in Q3 2026, selling an estimated $706K and leaving 5,230 shares worth $1.88M. The position accounts for 0.47% of the portfolio, ranked #36.

Net Worth Advisory Group first reported a position in V in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.76M in Q4 2025. 1,472 funds tracked by Wall St. Rank hold V as of Q3 2026.

Net Worth Advisory Group held 5,230 shares of Visa worth $1.88M as of Q3 2026.
Net Worth Advisory Group sold 1,931 Visa shares in Q3 2026, an estimated $706K.
Visa made up 0.47% of Net Worth Advisory Group's portfolio in Q3 2026, its #36 holding.
Net Worth Advisory Group first reported a position in Visa in Q3 2024 and has held it in 9 quarters since.
Net Worth Advisory Group's Visa position peaked at $2.76M in Q4 2025.
1,472 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.