Precedent Wealth Partners
V icon

Precedent Wealth Partners’s Visa V Stock Holding History

Precedent Wealth Partners’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 		$702K Buy
1,954
+250
+15% +$91.4K 0.11% 129
2026
Q2 		$585K Buy
1,704
+157
+10% +$50.4K 0.1% 135
2026
Q1 		$468K Sell
1,547
-81
-5% -$26K 0.09% 130
2025
Q4 		$571K Buy
1,628
+27
+2% +$9.2K 0.12% 124
2025
Q3 		$546K Buy
1,601
+13
+0.8% +$4.5K 0.12% 122
2025
Q2 		$564K Buy
1,588
+111
+8% +$38.7K 0.14% 119
2025
Q1 		$518K Buy
1,477
+185
+14% +$62.6K 0.14% 120
2024
Q4 		$408K Sell
1,292
-141
-10% -$42.4K 0.13% 123
2024
Q3 		$394K Sell
1,433
-28
-2% -$7.57K 0.13% 117
2024
Q2 		$384K Buy
1,461
+8
+0.6% +$2.19K 0.15% 109
2024
Q1 		$406K Hold
1,453
– – 0.17% 104
2023
Q4 		$378K Buy
+1,453
New +$358K 0.19% 99

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

Precedent Wealth Partners's V Position: Q3 2026 in Review

Precedent Wealth Partners increased its Visa (V) stake by 15% in Q3 2026, buying an estimated $91.4K and bringing the position to 1,954 shares worth $702K. The position accounts for 0.11% of the portfolio, ranked #129.

Precedent Wealth Partners first reported a position in V in Q4 2023 and has held it in 12 quarters since. 1,472 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Precedent Wealth Partners held 1,954 shares of Visa worth $702K as of Q3 2026.
  • Precedent Wealth Partners bought 250 Visa shares in Q3 2026, an estimated $91.4K.
  • Visa made up 0.11% of Precedent Wealth Partners's portfolio in Q3 2026, its #129 holding.
  • Precedent Wealth Partners first reported a position in Visa in Q4 2023 and has held it in 12 quarters since.
  • 1,472 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.