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Omnia Family Wealth’s Visa V Stock Holding History

Omnia Family 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 		$941K Buy
2,744
+103
+4% +$33.1K 0.25% 32
2026
Q1 		$798K Sell
2,641
-845
-24% -$272K 0.25% 31
2025
Q4 		$1.22M Sell
3,486
-39
-1% -$13.3K 0.36% 29
2025
Q3 		$1.2M Sell
3,525
-210
-6% -$72.7K 0.39% 28
2025
Q2 		$1.33M Buy
3,735
+451
+14% +$157K 0.48% 25
2025
Q1 		$1.15M Sell
3,284
-242
-7% -$81.9K 0.48% 25
2024
Q4 		$1.11M Buy
3,526
+103
+3% +$31K 0.46% 25
2024
Q3 		$941K Buy
3,423
+183
+6% +$49.5K 0.4% 30
2024
Q2 		$850K Buy
3,240
+796
+33% +$218K 0.36% 31
2024
Q1 		$682K Buy
2,444
+58
+2% +$16K 0.32% 33
2023
Q4 		$621K Buy
2,386
+304
+15% +$74.9K 0.32% 32
2023
Q3 		$479K Hold
2,082
– – 0.3% 36
2023
Q2 		$494K Hold
2,082
– – 0.34% 34
2023
Q1 		$469K Sell
2,082
-26
-1% -$5.79K 0.36% 33
2022
Q4 		$438K Sell
2,108
-144
-6% -$29K 0.35% 38
2022
Q3 		$400K Sell
2,252
-20
-0.9% -$4.07K 0.33% 36
2022
Q2 		$447K Buy
2,272
+36
+2% +$7.44K 0.33% 37
2022
Q1 		$496K Buy
2,236
+61
+3% +$13.2K 0.33% 38
2021
Q4 		$471K Hold
2,175
– – 0.29% 45
2021
Q3 		$484K Sell
2,175
-22
-1% -$5.16K 0.33% 37
2021
Q2 		$514K Sell
2,197
-55
-2% -$12.6K 0.33% 35
2021
Q1 		$477K Sell
2,252
-60
-3% -$12.6K 0.35% 36
2020
Q4 		$506K Buy
2,312
+266
+13% +$54.4K 0.46% 37
2020
Q3 		$409K Hold
2,046
– – 0.39% 41
2020
Q2 		$395K Buy
2,046
+82
+4% +$15K 0.39% 39
2020
Q1 		$316K Hold
1,964
– – 0.33% 50
2019
Q4 		$369K Buy
1,964
+296
+18% +$53.3K 0.17% 62
2019
Q3 		$287K Hold
1,668
– – 0.21% 61
2019
Q2 		$289K Hold
1,668
– – 0.15% 75
2019
Q1 		$261K Buy
1,668
+900
+117% +$130K 0.13% 75
2018
Q4 		$101K Hold
768
– – 0.05% 120
2018
Q3 		$115K Hold
768
– – 0.05% 113
2018
Q2 		$102K Hold
768
– – 0.05% 116
2018
Q1 		$92K Sell
768
-151
-16% -$18.3K 0.04% 122
2017
Q4 		$105K Buy
919
+1
+0.1% +$110 0.05% 116
2017
Q3 		$97K Sell
918
-180
-16% -$18.3K 0.05% 117
2017
Q2 		$103K Hold
1,098
– – 0.05% 117
2017
Q1 		$98K Sell
1,098
-126
-10% -$10.8K 0.05% 121
2016
Q4 		$96K Buy
+1,224
New +$98.4K 0.05% 121

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Omnia Family Wealth's V Position: Q2 2026 in Review

Omnia Family Wealth increased its Visa (V) stake by 3.9% in Q2 2026, buying an estimated $33.1K and bringing the position to 2,744 shares worth $941K. The position accounts for 0.25% of the portfolio, ranked #32.

Omnia Family Wealth first reported a position in V in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.33M in Q2 2025. 1,920 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Omnia Family Wealth held 2,744 shares of Visa worth $941K as of Q2 2026.
  • Omnia Family Wealth bought 103 Visa shares in Q2 2026, an estimated $33.1K.
  • Visa made up 0.25% of Omnia Family Wealth's portfolio in Q2 2026, its #32 holding.
  • Omnia Family Wealth first reported a position in Visa in Q4 2016 and has held it in 39 quarters since.
  • Omnia Family Wealth's Visa position peaked at $1.33M in Q2 2025.
  • 1,920 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Omnia Family Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.