RWB
V icon

RMR Wealth Builders’s Visa V Stock Holding History

RMR Wealth Builders’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 		$4.75M Sell
13,850
-5,382
-28% -$1.73M 0.3% 54
2026
Q1 		$5.81M Buy
19,232
+1,829
+11% +$588K 0.46% 33
2025
Q4 		$6.1M Buy
17,403
+7
+0% +$2.38K 0.49% 31
2025
Q3 		$5.94M Sell
17,396
-128
-0.7% -$44.3K 0.5% 30
2025
Q2 		$6.22M Buy
17,524
+290
+2% +$101K 0.57% 27
2025
Q1 		$6.04M Buy
17,234
+1,349
+8% +$456K 0.64% 26
2024
Q4 		$5.02M Buy
15,885
+677
+4% +$204K 0.52% 28
2024
Q3 		$4.18M Buy
15,208
+610
+4% +$165K 0.44% 31
2024
Q2 		$3.83M Buy
14,598
+595
+4% +$163K 0.44% 35
2024
Q1 		$3.91M Buy
14,003
+708
+5% +$195K 0.47% 31
2023
Q4 		$3.46M Buy
13,295
+570
+4% +$140K 0.49% 30
2023
Q3 		$2.93M Buy
12,725
+2,085
+20% +$501K 0.47% 33
2023
Q2 		$2.53M Buy
10,640
+542
+5% +$124K 0.43% 31
2023
Q1 		$2.28M Buy
10,098
+3,937
+64% +$876K 0.43% 33
2022
Q4 		$1.28M Sell
6,161
-176
-3% -$35.5K 0.29% 39
2022
Q3 		$1.13M Buy
6,337
+214
+3% +$43.5K 0.28% 43
2022
Q2 		$1.21M Sell
6,123
-763
-11% -$158K 0.3% 48
2022
Q1 		$1.53M Buy
6,886
+5,327
+342% +$1.15M 0.33% 55
2021
Q4 		$338K Sell
1,559
-5,162
-77% -$1.11M 0.1% 87
2021
Q3 		$1.5M Sell
6,721
-98
-1% -$23K 0.44% 38
2021
Q2 		$1.59M Sell
6,819
-2,818
-29% -$644K 0.52% 32
2021
Q1 		$2.04M Buy
9,637
+3,136
+48% +$660K 0.53% 26
2020
Q4 		$1.42M Sell
6,501
-6,702
-51% -$1.37M 0.7% 30
2020
Q3 		$2.64M Buy
13,203
+7,360
+126% +$1.47M 0.69% 25
2020
Q2 		$1.13M Buy
+5,843
New +$1.07M 1.01% 25
2019
Q4 		$1.37M Buy
+7,312
New +$1.32M 1.32% 19

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

RMR Wealth Builders's V Position: Q2 2026 in Review

RMR Wealth Builders reduced its Visa (V) stake by 28% in Q2 2026, selling an estimated $1.73M and leaving 13,850 shares worth $4.75M. The position accounts for 0.3% of the portfolio, ranked #54.

RMR Wealth Builders first reported a position in V in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.22M in Q2 2025. 1,651 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • RMR Wealth Builders held 13,850 shares of Visa worth $4.75M as of Q2 2026.
  • RMR Wealth Builders sold 5,382 Visa shares in Q2 2026, an estimated $1.73M.
  • Visa made up 0.3% of RMR Wealth Builders's portfolio in Q2 2026, its #54 holding.
  • RMR Wealth Builders first reported a position in Visa in Q4 2019 and has held it in 26 quarters since.
  • RMR Wealth Builders's Visa position peaked at $6.22M in Q2 2025.
  • 1,651 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.