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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
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)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RVW Wealth's V Position: Q2 2026 in Review

RVW Wealth held its Visa (V) position steady in Q2 2026 at 2,188 shares worth $751K. The position accounts for 0.05% of the portfolio, ranked #89.

RVW Wealth first reported a position in V in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.62M in Q1 2025. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • RVW Wealth held 2,188 shares of Visa worth $751K as of Q2 2026.
  • RVW Wealth left its Visa share count unchanged in Q2 2026.
  • Visa made up 0.05% of RVW Wealth's portfolio in Q2 2026, its #89 holding.
  • RVW Wealth first reported a position in Visa in Q4 2022 and has held it in 11 quarters since.
  • RVW Wealth's Visa position peaked at $1.62M in Q1 2025.
  • 825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.