RVW Wealth’s Visa V Stock Holding History

RVW Wealth’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	$762K	Sell	2,120 -68	-3%	-$24.9K	0.05%	95
2026 Q2	$751K	Hold	2,188	–	–	0.05%	89
2026 Q1	$661K	Sell	2,188 -2,190	-50%	-$704K	0.05%	95
2025 Q4	$1.54M	Buy	4,378 +122	+3%	+$41.6K	0.12%	60
2025 Q3	$1.45M	Sell	4,256 -75	-2%	-$26K	0.11%	62
2025 Q2	$1.54M	Sell	4,331 -300	-6%	-$105K	0.13%	58
2025 Q1	$1.62M	Buy	4,631 +3,792	+452%	+$1.28M	0.15%	53
2024 Q4	$265K	Buy	839 +4	+0.5%	+$1.2K	0.02%	126
2024 Q3	$230K	Hold	835	–	–	0.02%	140
2024 Q2	$219K	Buy	+835	New	+$229K	0.02%	138
2023 Q4	–	Sell	-436	Closed	-$100K	–	349
2023 Q3	$100K	Buy	+436	New	+$105K	0.01%	178
2023 Q1	–	Sell	-1,155	Closed	-$240K	–	170
2022 Q4	$240K	Buy	+1,155	New	+$233K	0.03%	136

Other funds holding V

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

RVW Wealth's V Position: Q3 2026 in Review

RVW Wealth reduced its Visa (V) stake by 3.1% in Q3 2026, selling an estimated $24.9K and leaving 2,120 shares worth $762K. The position accounts for 0.05% of the portfolio, ranked #95.

RVW Wealth first reported a position in V in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.62M in Q1 2025. 1,472 funds tracked by Wall St. Rank hold V as of Q3 2026.

RVW Wealth held 2,120 shares of Visa worth $762K as of Q3 2026.
RVW Wealth sold 68 Visa shares in Q3 2026, an estimated $24.9K.
Visa made up 0.05% of RVW Wealth's portfolio in Q3 2026, its #95 holding.
RVW Wealth first reported a position in Visa in Q4 2022 and has held it in 12 quarters since.
RVW Wealth's Visa position peaked at $1.62M in Q1 2025.
1,472 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.