PWM
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Purus Wealth Management’s Visa V Stock Holding History

Purus Wealth Management’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 		$7.94M Sell
23,131
-164
-0.7% -$52.7K 2.18% 11
2026
Q1 		$7.04M Buy
23,295
+223
+1% +$71.7K 2.24% 10
2025
Q4 		$8.09M Sell
23,072
-431
-2% -$147K 2.52% 10
2025
Q3 		$8.02M Sell
23,503
-340
-1% -$118K 2.56% 8
2025
Q2 		$8.47M Sell
23,843
-68
-0.3% -$23.7K 2.94% 8
2025
Q1 		$8.38M Sell
23,911
-300
-1% -$102K 3.56% 7
2024
Q4 		$7.65M Sell
24,211
-131
-0.5% -$39.4K 3.03% 8
2024
Q3 		$6.69M Sell
24,342
-66
-0.3% -$17.8K 2.83% 8
2024
Q2 		$6.41M Buy
24,408
+1,121
+5% +$307K 2.83% 8
2024
Q1 		$6.5M Buy
23,287
+1,226
+6% +$338K 3.21% 7
2023
Q4 		$5.74M Sell
22,061
-283
-1% -$69.8K 3.33% 6
2023
Q3 		$5.14M Sell
22,344
-9
-0% -$2.16K 3.47% 6
2023
Q2 		$5.31M Buy
22,353
+13
+0.1% +$2.98K 3.44% 6
2023
Q1 		$5.04M Sell
22,340
-208
-0.9% -$46.3K 3.98% 5
2022
Q4 		$4.68M Sell
22,548
-273
-1% -$55.1K 4.25% 4
2022
Q3 		$4.05M Sell
22,821
-313
-1% -$63.7K 3.73% 4
2022
Q2 		$4.55M Sell
23,134
-256
-1% -$52.9K 4.07% 4
2022
Q1 		$5.19M Sell
23,390
-718
-3% -$155K 3.59% 7
2021
Q4 		$5.22M Sell
24,108
-544
-2% -$117K 3.28% 8
2021
Q3 		$5.49M Sell
24,652
-8
-0% -$1.88K 3.79% 6
2021
Q2 		$5.77M Buy
24,660
+1,117
+5% +$255K 4.15% 4
2021
Q1 		$4.99M Buy
23,543
+887
+4% +$187K 4.19% 4
2020
Q4 		$4.96M Buy
+22,656
New +$4.64M 4.42% 4

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Purus Wealth Management's V Position: Q2 2026 in Review

Purus Wealth Management reduced its Visa (V) stake by 0.7% in Q2 2026, selling an estimated $52.7K and leaving 23,131 shares worth $7.94M. The position accounts for 2.18% of the portfolio, ranked #11.

Purus Wealth Management first reported a position in V in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.47M in Q2 2025. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Purus Wealth Management held 23,131 shares of Visa worth $7.94M as of Q2 2026.
  • Purus Wealth Management sold 164 Visa shares in Q2 2026, an estimated $52.7K.
  • Visa made up 2.18% of Purus Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Purus Wealth Management first reported a position in Visa in Q4 2020 and has held it in 23 quarters since.
  • Purus Wealth Management's Visa position peaked at $8.47M in Q2 2025.
  • 825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Purus Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.