NWM
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Nova Wealth Management’s Visa V Stock Holding History

Nova 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 		$396K Buy
1,155
+2
+0.2% +$642 0.22% 106
2026
Q1 		$349K Sell
1,153
-45
-4% -$14.5K 0.23% 103
2025
Q4 		$420K Sell
1,198
-47
-4% -$16K 0.29% 84
2025
Q3 		$425K Sell
1,245
-78
-6% -$27K 0.3% 81
2025
Q2 		$470K Sell
1,323
-287
-18% -$100K 0.35% 73
2025
Q1 		$564K Sell
1,610
-188
-10% -$63.6K 0.49% 54
2024
Q4 		$568K Buy
+1,798
New +$541K 0.49% 51

Other funds holding V

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

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

Nova Wealth Management increased its Visa (V) stake by 0.17% in Q2 2026, buying an estimated $642 and bringing the position to 1,155 shares worth $396K. The position accounts for 0.22% of the portfolio, ranked #106.

Nova Wealth Management first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $568K in Q4 2024. 2,426 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Nova Wealth Management held 1,155 shares of Visa worth $396K as of Q2 2026.
  • Nova Wealth Management bought 2 Visa shares in Q2 2026, an estimated $642.
  • Visa made up 0.22% of Nova Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Nova Wealth Management first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Nova Wealth Management's Visa position peaked at $568K in Q4 2024.
  • 2,426 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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