Opal Wealth Advisors
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Opal Wealth Advisors’s Visa V Stock Holding History

Opal Wealth Advisors’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
Q3 		$1.45M Sell
4,028
-374
-8% -$137K 0.3% 38
2026
Q2 		$1.51M Buy
4,402
+43
+1% +$13.8K 0.33% 35
2026
Q1 		$1.32M Buy
4,359
+135
+3% +$43.4K 0.3% 33
2025
Q4 		$1.48M Sell
4,224
-664
-14% -$226K 0.39% 31
2025
Q3 		$1.67M Sell
4,888
-265
-5% -$91.7K 0.46% 28
2025
Q2 		$1.83M Buy
5,153
+160
+3% +$55.8K 0.51% 26
2025
Q1 		$1.75M Sell
4,993
-295
-6% -$100K 0.54% 22
2024
Q4 		$1.67M Sell
5,288
-78
-1% -$23.5K 0.5% 31
2024
Q3 		$1.48M Buy
5,366
+156
+3% +$42.2K 0.46% 31
2024
Q2 		$1.37M Sell
5,210
-103
-2% -$28.2K 0.44% 31
2024
Q1 		$1.48M Sell
5,313
-709
-12% -$196K 0.5% 32
2023
Q4 		$1.57M Buy
6,022
+94
+2% +$23.2K 0.62% 29
2023
Q3 		$1.36M Buy
5,928
+218
+4% +$52.4K 0.8% 19
2023
Q2 		$1.36M Buy
5,710
+2,312
+68% +$529K 0.68% 18
2023
Q1 		$766K Buy
3,398
+27
+0.8% +$6.01K 0.45% 26
2022
Q4 		$700K Buy
3,371
+49
+1% +$9.9K 0.39% 40
2022
Q3 		$590K Sell
3,322
-106
-3% -$21.6K 0.43% 34
2022
Q2 		$675K Sell
3,428
-154
-4% -$31.8K 0.45% 33
2022
Q1 		$794K Sell
3,582
-378
-10% -$81.8K 0.69% 22
2021
Q4 		$858K Buy
3,960
+679
+21% +$146K 0.54% 33
2021
Q3 		$731K Sell
3,281
-315
-9% -$73.9K 0.7% 23
2021
Q2 		$841K Buy
3,596
+189
+6% +$43.2K 0.78% 23
2021
Q1 		$721K Buy
3,407
+239
+8% +$50.3K 0.78% 21
2020
Q4 		$693K Buy
+3,168
New +$648K 0.87% 19

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Opal Wealth Advisors's V Position: Q3 2026 in Review

Opal Wealth Advisors reduced its Visa (V) stake by 8.5% in Q3 2026, selling an estimated $137K and leaving 4,028 shares worth $1.45M. The position accounts for 0.3% of the portfolio, ranked #38.

Opal Wealth Advisors first reported a position in V in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.83M in Q2 2025. 1,472 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Opal Wealth Advisors held 4,028 shares of Visa worth $1.45M as of Q3 2026.
  • Opal Wealth Advisors sold 374 Visa shares in Q3 2026, an estimated $137K.
  • Visa made up 0.3% of Opal Wealth Advisors's portfolio in Q3 2026, its #38 holding.
  • Opal Wealth Advisors first reported a position in Visa in Q4 2020 and has held it in 24 quarters since.
  • Opal Wealth Advisors's Visa position peaked at $1.83M in Q2 2025.
  • 1,472 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.