Roffman Miller Associates
V icon

Roffman Miller Associates’s Visa V Stock Holding History

Roffman Miller Associates’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 		$44.7M Buy
124,492
+2,317
+2% +$847K 2.29% 13
2026
Q2 		$41.9M Sell
122,175
-1,110
-0.9% -$356K 2.19% 15
2026
Q1 		$37.3M Sell
123,285
-1,364
-1% -$439K 2.15% 19
2025
Q4 		$43.7M Sell
124,649
-1,623
-1% -$553K 2.39% 13
2025
Q3 		$43.1M Buy
126,272
+87
+0.1% +$30.1K 2.41% 15
2025
Q2 		$44.8M Sell
126,185
-201
-0.2% -$70.1K 2.67% 13
2025
Q1 		$44.3M Buy
126,386
+691
+0.5% +$234K 2.79% 13
2024
Q4 		$39.7M Sell
125,695
-425
-0.3% -$128K 2.44% 15
2024
Q3 		$34.7M Buy
126,120
+3,695
+3% +$999K 2.12% 20
2024
Q2 		$32.1M Buy
122,425
+2,442
+2% +$669K 2.12% 20
2024
Q1 		$33.5M Buy
119,983
+687
+0.6% +$190K 2.24% 18
2023
Q4 		$31.1M Buy
119,296
+1,048
+0.9% +$258K 2.22% 18
2023
Q3 		$27.2M Buy
118,248
+2,077
+2% +$499K 2.15% 19
2023
Q2 		$27.6M Buy
116,171
+1,791
+2% +$410K 2.07% 20
2023
Q1 		$25.8M Buy
114,380
+1,344
+1% +$299K 2.06% 20
2022
Q4 		$23.5M Buy
113,036
+2,434
+2% +$491K 1.94% 22
2022
Q3 		$19.6M Sell
110,602
-73
-0.1% -$14.9K 1.79% 26
2022
Q2 		$21.8M Buy
110,675
+4,211
+4% +$870K 1.88% 24
2022
Q1 		$23.6M Buy
106,464
+2,462
+2% +$532K 1.76% 25
2021
Q4 		$22.5M Buy
104,002
+5,730
+6% +$1.23M 1.53% 29
2021
Q3 		$21.9M Sell
98,272
-103,136
-51% -$24.2M 1.63% 27
2021
Q2 		$21.5M Buy
201,408
+24,327
+14% +$5.56M 1.63% 27
2021
Q1 		$18.4M Buy
177,081
+12,888
+8% +$2.71M 1.53% 29
2020
Q4 		$17.4M Buy
164,193
+91,304
+125% +$18.7M 1.51% 29
2020
Q3 		$14.6M Buy
72,889
+3,551
+5% +$709K 1.41% 29
2020
Q2 		$13.4M Buy
69,338
+12,140
+21% +$2.22M 1.33% 32
2020
Q1 		$9.22M Buy
57,198
+20,772
+57% +$3.91M 1.15% 34
2019
Q4 		$6.84M Buy
36,426
+21,517
+144% +$3.88M 0.68% 38
2019
Q3 		$2.56M Buy
+14,909
New +$2.66M 0.27% 48

Other funds holding V

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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

Roffman Miller Associates's V Position: Q3 2026 in Review

Roffman Miller Associates increased its Visa (V) stake by 1.9% in Q3 2026, buying an estimated $847K and bringing the position to 124,492 shares worth $44.7M. The position accounts for 2.29% of the portfolio, ranked #13.

Roffman Miller Associates first reported a position in V in Q3 2019 and has held it in 29 quarters since. The position peaked at $44.8M in Q2 2025. 1,735 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Roffman Miller Associates held 124,492 shares of Visa worth $44.7M as of Q3 2026.
  • Roffman Miller Associates bought 2,317 Visa shares in Q3 2026, an estimated $847K.
  • Visa made up 2.29% of Roffman Miller Associates's portfolio in Q3 2026, its #13 holding.
  • Roffman Miller Associates first reported a position in Visa in Q3 2019 and has held it in 29 quarters since.
  • Roffman Miller Associates's Visa position peaked at $44.8M in Q2 2025.
  • 1,735 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Roffman Miller Associates's 13F filing for Q3 2026, filed 19 Oct 2026.