NWM
V icon

Northwest Wealth Management’s Visa V Stock Holding History

Northwest Wealth 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 		– Sell
-701
Closed -$212K – 294
2026
Q1 		$212K Buy
701
+10
+1% +$3.22K 0.03% 237
2025
Q4 		$242K Sell
691
-162
-19% -$55.2K 0.04% 212
2025
Q3 		$291K Sell
853
-147
-15% -$50.9K 0.05% 160
2025
Q2 		$355K Buy
1,000
+50
+5% +$17.4K 0.06% 129
2025
Q1 		$333K Buy
950
+179
+23% +$60.6K 0.07% 128
2024
Q4 		$244K Buy
+771
New +$232K 0.05% 141
2019
Q2 		– Sell
-699
Closed -$109K – 450
2019
Q1 		$109K Buy
699
+67
+11% +$9.65K 0.08% 152
2018
Q4 		$83K Hold
632
– – 0.07% 164
2018
Q3 		$95K Hold
632
– – 0.07% 159
2018
Q2 		$84K Hold
632
– – 0.06% 167
2018
Q1 		$75K Buy
+632
New +$76.6K 0.06% 179

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Northwest Wealth Management's V Position: Q2 2026 in Review

Northwest Wealth Management sold out of Visa (V) in Q2 2026, closing a stake of 701 shares — an estimated $212K sold.

Northwest Wealth Management first reported a position in V in Q1 2018 and held it in 11 quarters. The position peaked at $355K in Q2 2025. 1,966 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Northwest Wealth Management reported no remaining Visa position as of Q2 2026 after selling out during the quarter.
  • Northwest Wealth Management sold 701 Visa shares in Q2 2026, an estimated $212K.
  • Northwest Wealth Management first reported a position in Visa in Q1 2018 and held it in 11 quarters.
  • Northwest Wealth Management's Visa position peaked at $355K in Q2 2025.
  • 1,966 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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