Revolve Wealth Partners’s Visa V Stock Holding History

Revolve 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 Q2	$3.96M	Sell	11,556 -128	-1%	-$41.1K	0.41%	42
2026 Q1	$3.53M	Sell	11,684 -50	-0.4%	-$16.1K	0.46%	35
2025 Q4	$4.12M	Sell	11,734 -245	-2%	-$83.5K	0.48%	37
2025 Q3	$4.09M	Sell	11,979 -191	-2%	-$66.1K	0.49%	35
2025 Q2	$4.32M	Sell	12,170 -2	-0%	-$697	0.56%	33
2025 Q1	$4.27M	Buy	12,172 +361	+3%	+$122K	0.62%	31
2024 Q4	$3.73M	Buy	11,811 +2,917	+33%	+$877K	0.55%	34
2024 Q3	$2.45M	Buy	8,894 +340	+4%	+$91.9K	0.37%	41
2024 Q2	$2.25M	Sell	8,554 -365	-4%	-$100K	0.37%	41
2024 Q1	$2.49M	Buy	8,919 +244	+3%	+$67.4K	0.43%	35
2023 Q4	$2.26M	Buy	8,675 +961	+12%	+$237K	0.44%	37
2023 Q3	$1.77M	Buy	7,714 +52	+0.7%	+$12.5K	0.41%	50
2023 Q2	$1.82M	Buy	7,662 +133	+2%	+$30.4K	0.43%	48
2023 Q1	$1.7M	Sell	7,529 -559	-7%	-$124K	0.43%	49
2022 Q4	$1.68M	Buy	8,088 +138	+2%	+$27.8K	0.48%	45
2022 Q3	$1.41M	Sell	7,950 -331	-4%	-$67.4K	0.47%	39
2022 Q2	$1.63M	Sell	8,281 -1,734	-17%	-$358K	0.54%	37
2022 Q1	$2.22M	Buy	10,015 +888	+10%	+$192K	0.64%	32
2021 Q4	$1.98M	Buy	+9,127	New	+$1.96M	0.57%	37

Other funds holding V

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return