Olistico Wealth’s Visa V Stock Holding History

Olistico 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	$1.08M	Buy	3,142 +37	+1%	+$11.9K	0.46%	48
2026 Q1	$938K	Sell	3,105 -276	-8%	-$88.7K	0.46%	50
2025 Q4	$1.19M	Hold	3,381	–	–	0.58%	39
2025 Q3	$1.15M	Hold	3,381	–	–	0.61%	36
2025 Q2	$1.2M	Buy	3,381 +416	+14%	+$145K	0.67%	32
2025 Q1	$1.04M	Sell	2,965 -68	-2%	-$23K	0.64%	34
2024 Q4	$959K	Buy	3,033 +1	+0%	+$301	0.56%	36
2024 Q3	$834K	Sell	3,032 -26	-0.9%	-$7.03K	0.51%	38
2024 Q2	$803K	Hold	3,058	–	–	0.51%	40
2024 Q1	$853K	Sell	3,058 -433	-12%	-$120K	0.62%	37
2023 Q4	$909K	Buy	3,491 +3	+0.1%	+$739	0.71%	34
2023 Q3	$802K	Sell	3,488 -20	-0.6%	-$4.81K	0.72%	37
2023 Q2	$833K	Buy	3,508 +465	+15%	+$106K	0.71%	38
2023 Q1	$686K	Sell	3,043 -1,322	-30%	-$294K	0.66%	42
2022 Q4	$907K	Buy	+4,365	New	+$880K	0.98%	28

Other funds holding V

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Olistico Wealth's V Position: Q2 2026 in Review

Olistico Wealth increased its Visa (V) stake by 1.2% in Q2 2026, buying an estimated $11.9K and bringing the position to 3,142 shares worth $1.08M. The position accounts for 0.46% of the portfolio, ranked #48.

Olistico Wealth first reported a position in V in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.2M in Q2 2025. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

Olistico Wealth held 3,142 shares of Visa worth $1.08M as of Q2 2026.
Olistico Wealth bought 37 Visa shares in Q2 2026, an estimated $11.9K.
Visa made up 0.46% of Olistico Wealth's portfolio in Q2 2026, its #48 holding.
Olistico Wealth first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
Olistico Wealth's Visa position peaked at $1.2M in Q2 2025.
825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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