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Nicholson Wealth Management Group’s Visa V Stock Holding History

Nicholson 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 		$2.13M Sell
6,206
-94
-1% -$30.2K 1.25% 25
2026
Q1 		$1.9M Buy
6,300
+294
+5% +$94.5K 1.11% 40
2025
Q4 		$2.11M Buy
6,006
+233
+4% +$79.4K 1.24% 17
2025
Q3 		$1.97M Buy
5,773
+25
+0.4% +$8.65K 1.15% 23
2025
Q2 		$2.04M Buy
5,748
+58
+1% +$20.2K 1.26% 10
2025
Q1 		$1.99M Sell
5,690
-82
-1% -$27.7K 1.31% 10
2024
Q4 		$1.82M Buy
5,772
+2,398
+71% +$721K 1.22% 12
2024
Q3 		$928K Buy
+3,374
New +$912K 0.76% 41

Other funds holding V

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RG
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Nicholson Wealth Management Group reduced its Visa (V) stake by 1.5% in Q2 2026, selling an estimated $30.2K and leaving 6,206 shares worth $2.13M. The position accounts for 1.25% of the portfolio, ranked #25.

Nicholson Wealth Management Group first reported a position in V in Q3 2024 and has held it in 8 quarters since. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Nicholson Wealth Management Group held 6,206 shares of Visa worth $2.13M as of Q2 2026.
  • Nicholson Wealth Management Group sold 94 Visa shares in Q2 2026, an estimated $30.2K.
  • Visa made up 1.25% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #25 holding.
  • Nicholson Wealth Management Group first reported a position in Visa in Q3 2024 and has held it in 8 quarters since.
  • 2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.