NRW
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Nova R Wealth’s Visa V Stock Holding History

Nova R Wealth’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 		$412K Sell
1,202
-50
-4% -$16.1K 0.12% 61
2026
Q1 		$379K Buy
1,252
+61
+5% +$19.6K 0.12% 65
2025
Q4 		$418K Sell
1,191
-500
-30% -$170K 0.15% 63
2025
Q3 		$577K Buy
1,691
+46
+3% +$15.9K 0.24% 49
2025
Q2 		$584K Sell
1,645
-13
-0.8% -$4.53K 0.27% 51
2025
Q1 		$581K Buy
1,658
+88
+6% +$29.8K 0.29% 49
2024
Q4 		$496K Sell
1,570
-56
-3% -$16.8K 0.25% 50
2024
Q3 		$447K Buy
1,626
+2
+0.1% +$541 0.22% 53
2024
Q2 		$426K Buy
1,624
+1
+0.1% +$274 0.22% 52
2024
Q1 		$453K Buy
1,623
+2
+0.1% +$552 0.24% 51
2023
Q4 		$422K Buy
1,621
+1
+0.1% +$246 0.27% 46
2023
Q3 		$373K Sell
1,620
-14
-0.9% -$3.37K 0.26% 48
2023
Q2 		$388K Buy
1,634
+165
+11% +$37.8K 0.26% 47
2023
Q1 		$331K Sell
1,469
-28
-2% -$6.23K 0.22% 55
2022
Q4 		$311K Hold
1,497
– – 0.23% 57
2022
Q3 		$266K Sell
1,497
-129
-8% -$26.3K 0.22% 56
2022
Q2 		$320K Buy
1,626
+82
+5% +$16.9K 0.26% 52
2022
Q1 		$342K Buy
1,544
+277
+22% +$59.9K 0.29% 48
2021
Q4 		$275K Buy
+1,267
New +$272K 0.22% 62

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

Nova R Wealth's V Position: Q2 2026 in Review

Nova R Wealth reduced its Visa (V) stake by 4% in Q2 2026, selling an estimated $16.1K and leaving 1,202 shares worth $412K. The position accounts for 0.12% of the portfolio, ranked #61.

Nova R Wealth first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $584K in Q2 2025. 938 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Nova R Wealth held 1,202 shares of Visa worth $412K as of Q2 2026.
  • Nova R Wealth sold 50 Visa shares in Q2 2026, an estimated $16.1K.
  • Visa made up 0.12% of Nova R Wealth's portfolio in Q2 2026, its #61 holding.
  • Nova R Wealth first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • Nova R Wealth's Visa position peaked at $584K in Q2 2025.
  • 938 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Nova R Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.