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Nvest Wealth Strategies’s Visa V Stock Holding History

Nvest Wealth Strategies’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 		$12K Buy
35
+3
+9% +$963 0.01% 109
2026
Q1 		$9.67K Buy
32
+3
+10% +$965 0.01% 121
2025
Q4 		$10.2K Buy
+29
New +$9.88K 0.01% 116

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Nvest Wealth Strategies's V Position: Q2 2026 in Review

Nvest Wealth Strategies increased its Visa (V) stake by 9.4% in Q2 2026, buying an estimated $963 and bringing the position to 35 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #109.

Nvest Wealth Strategies first reported a position in V in Q4 2025 and has held it in 3 quarters since. 2,970 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Nvest Wealth Strategies held 35 shares of Visa worth $12K as of Q2 2026.
  • Nvest Wealth Strategies bought 3 Visa shares in Q2 2026, an estimated $963.
  • Visa made up 0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #109 holding.
  • Nvest Wealth Strategies first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • 2,970 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.