NLP
V icon

Next Level Private’s Visa V Stock Holding History

Next Level Private’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 		$1.19M Sell
3,457
-45
-1% -$14.4K 0.23% 69
2026
Q1 		$1.06M Buy
3,502
+120
+4% +$38.6K 0.24% 68
2025
Q4 		$1.19M Buy
3,382
+65
+2% +$22.1K 0.31% 61
2025
Q3 		$1.16M Buy
3,317
+28
+0.9% +$9.69K 0.34% 55
2025
Q2 		$1.17M Sell
3,289
-30
-0.9% -$10.5K 0.38% 53
2025
Q1 		$1.16M Buy
3,319
+5
+0.2% +$1.69K 0.43% 51
2024
Q4 		$1.05M Buy
3,314
+6
+0.2% +$1.8K 0.42% 51
2024
Q3 		$910K Buy
3,308
+5
+0.2% +$1.35K 0.37% 52
2024
Q2 		$867K Buy
3,303
+50
+2% +$13.7K 0.4% 52
2024
Q1 		$908K Buy
+3,253
New +$898K 0.42% 49

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
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
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Next Level Private's V Position: Q2 2026 in Review

Next Level Private reduced its Visa (V) stake by 1.3% in Q2 2026, selling an estimated $14.4K and leaving 3,457 shares worth $1.19M. The position accounts for 0.23% of the portfolio, ranked #69.

Next Level Private first reported a position in V in Q1 2024 and has held it in 10 quarters since. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Next Level Private held 3,457 shares of Visa worth $1.19M as of Q2 2026.
  • Next Level Private sold 45 Visa shares in Q2 2026, an estimated $14.4K.
  • Visa made up 0.23% of Next Level Private's portfolio in Q2 2026, its #69 holding.
  • Next Level Private first reported a position in Visa in Q1 2024 and has held it in 10 quarters since.
  • 825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.