Portside Wealth Group
V icon

Portside Wealth Group’s Visa V Stock Holding History

Portside Wealth Group’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 		$8.83M Sell
24,566
-1,528
-6% -$559K 0.98% 17
2026
Q2 		$8.95M Sell
26,094
-969
-4% -$311K 1.04% 14
2026
Q1 		$8.18M Sell
27,063
-3,280
-11% -$1.05M 1.11% 12
2025
Q4 		$10.6M Sell
30,343
-838
-3% -$286K 1.43% 11
2025
Q3 		$10.6M Sell
31,181
-3,058
-9% -$1.06M 1.47% 10
2025
Q2 		$12.2M Sell
34,239
-1,242
-4% -$433K 1.8% 7
2025
Q1 		$12.4M Buy
35,481
+154
+0.4% +$52.1K 2.03% 5
2024
Q4 		$11.2M Sell
35,327
-542
-2% -$163K 1.85% 6
2024
Q3 		$9.9M Buy
35,869
+867
+2% +$234K 1.68% 6
2024
Q2 		$9.19M Sell
35,002
-546
-2% -$150K 1.75% 5
2024
Q1 		$9.9M Buy
35,548
+3,076
+9% +$849K 1.84% 5
2023
Q4 		$8.45M Sell
32,472
-2,116
-6% -$522K 1.57% 9
2023
Q3 		$7.96M Buy
34,588
+814
+2% +$196K 1.5% 10
2023
Q2 		$8.02M Buy
+33,774
New +$7.73M 1.49% 10

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
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
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Portside Wealth Group's V Position: Q3 2026 in Review

Portside Wealth Group reduced its Visa (V) stake by 5.9% in Q3 2026, selling an estimated $559K and leaving 24,566 shares worth $8.83M. The position accounts for 0.98% of the portfolio, ranked #17.

Portside Wealth Group first reported a position in V in Q2 2023 and has held it in 14 quarters since. The position peaked at $12.4M in Q1 2025. 1,119 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Portside Wealth Group held 24,566 shares of Visa worth $8.83M as of Q3 2026.
  • Portside Wealth Group sold 1,528 Visa shares in Q3 2026, an estimated $559K.
  • Visa made up 0.98% of Portside Wealth Group's portfolio in Q3 2026, its #17 holding.
  • Portside Wealth Group first reported a position in Visa in Q2 2023 and has held it in 14 quarters since.
  • Portside Wealth Group's Visa position peaked at $12.4M in Q1 2025.
  • 1,119 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.