Peterson Wealth Services
V icon

Peterson Wealth Services’s Visa V Stock Holding History

Peterson Wealth Services’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 		$8.23M Buy
22,914
+682
+3% +$249K 1.74% 17
2026
Q2 		$7.63M Buy
22,232
+128
+0.6% +$41.1K 1.66% 16
2026
Q1 		$6.68M Buy
22,104
+339
+2% +$109K 1.65% 16
2025
Q4 		$7.63M Sell
21,765
-15,232
-41% -$5.19M 1.95% 15
2025
Q3 		$7.39M Buy
36,997
+14,778
+67% +$5.11M 1.82% 15
2025
Q2 		$7.89M Buy
22,219
+100
+0.5% +$34.9K 2.16% 14
2025
Q1 		$7.75M Buy
22,119
+252
+1% +$85.3K 2.4% 10
2024
Q4 		$6.91M Buy
21,867
+396
+2% +$119K 2.07% 12
2024
Q3 		$5.9M Buy
21,471
+1,253
+6% +$339K 1.89% 13
2024
Q2 		$5.31M Buy
20,218
+277
+1% +$75.9K 1.85% 14
2024
Q1 		$5.57M Buy
19,941
+32
+0.2% +$8.84K 2.03% 13
2023
Q4 		$5.18M Buy
19,909
+560
+3% +$138K 2.22% 11
2023
Q3 		$4.45M Buy
19,349
+615
+3% +$148K 3.33% 7
2023
Q2 		$4.45M Buy
18,734
+747
+4% +$171K 2.14% 12
2023
Q1 		$4.05M Buy
17,987
+1,462
+9% +$325K 2.09% 14
2022
Q4 		$3.43M Buy
16,525
+421
+3% +$84.9K 1.97% 15
2022
Q3 		$2.86M Buy
16,104
+535
+3% +$109K 2.03% 15
2022
Q2 		$3.06M Buy
15,569
+684
+5% +$141K 2.21% 13
2022
Q1 		$3.3M Buy
14,885
+2,395
+19% +$518K 2.03% 16
2021
Q4 		$2.71M Buy
+12,490
New +$2.68M 1.8% 18

Other funds holding V

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Troy Asset Management
Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Peterson Wealth Services's V Position: Q3 2026 in Review

Peterson Wealth Services increased its Visa (V) stake by 3.1% in Q3 2026, buying an estimated $249K and bringing the position to 22,914 shares worth $8.23M. The position accounts for 1.74% of the portfolio, ranked #17.

Peterson Wealth Services first reported a position in V in Q4 2021 and has held it in 20 quarters since. 2,054 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Peterson Wealth Services held 22,914 shares of Visa worth $8.23M as of Q3 2026.
  • Peterson Wealth Services bought 682 Visa shares in Q3 2026, an estimated $249K.
  • Visa made up 1.74% of Peterson Wealth Services's portfolio in Q3 2026, its #17 holding.
  • Peterson Wealth Services first reported a position in Visa in Q4 2021 and has held it in 20 quarters since.
  • 2,054 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.