RMR Wealth Builders
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
Q3 		$4.11M Sell
11,436
-2,414
-17% -$882K 0.24% 67
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

RMR Wealth Builders's V Position: Q3 2026 in Review

RMR Wealth Builders reduced its Visa (V) stake by 17% in Q3 2026, selling an estimated $882K and leaving 11,436 shares worth $4.11M. The position accounts for 0.24% of the portfolio, ranked #67.

RMR Wealth Builders first reported a position in V in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.22M in Q2 2025. 3,092 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • RMR Wealth Builders held 11,436 shares of Visa worth $4.11M as of Q3 2026.
  • RMR Wealth Builders sold 2,414 Visa shares in Q3 2026, an estimated $882K.
  • Visa made up 0.24% of RMR Wealth Builders's portfolio in Q3 2026, its #67 holding.
  • RMR Wealth Builders first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • RMR Wealth Builders's Visa position peaked at $6.22M in Q2 2025.
  • 3,092 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.