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Salvus Wealth Management’s Visa V Stock Holding History

Salvus Wealth Management’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 		$918K Sell
2,676
-303
-10% -$97.3K 0.51% 56
2026
Q1 		$900K Buy
2,979
+75
+3% +$24.1K 0.52% 53
2025
Q4 		$1.02M Buy
2,904
+155
+6% +$52.8K 0.57% 49
2025
Q3 		$938K Sell
2,749
-547
-17% -$189K 0.52% 58
2025
Q2 		$1.17M Buy
3,296
+3
+0.1% +$1.05K 0.68% 42
2025
Q1 		$1.15M Buy
3,293
+52
+2% +$17.6K 0.72% 39
2024
Q4 		$1.02M Buy
3,241
+65
+2% +$19.5K 0.65% 41
2024
Q3 		$873K Buy
3,176
+140
+5% +$37.9K 0.54% 54
2024
Q2 		$797K Buy
3,036
+299
+11% +$82K 0.55% 52
2024
Q1 		$764K Buy
2,737
+297
+12% +$82K 0.52% 51
2023
Q4 		$635K Buy
2,440
+9
+0.4% +$2.22K 0.45% 62
2023
Q3 		$559K Buy
2,431
+123
+5% +$29.6K 0.44% 68
2023
Q2 		$548K Sell
2,308
-112
-5% -$25.6K 0.42% 64
2023
Q1 		$546K Sell
2,420
-97
-4% -$21.6K 0.44% 62
2022
Q4 		$523K Sell
2,517
-319
-11% -$64.3K 0.48% 58
2022
Q3 		$504K Buy
2,836
+35
+1% +$7.12K 0.48% 54
2022
Q2 		$551K Buy
2,801
+59
+2% +$12.2K 0.49% 51
2022
Q1 		$608K Buy
2,742
+771
+39% +$167K 0.46% 57
2021
Q4 		$427K Buy
1,971
+517
+36% +$111K 0.31% 69
2021
Q3 		$324K Buy
1,454
+344
+31% +$80.7K 0.26% 78
2021
Q2 		$261K Buy
+1,110
New +$254K 0.22% 81

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

Salvus Wealth Management's V Position: Q2 2026 in Review

Salvus Wealth Management reduced its Visa (V) stake by 10% in Q2 2026, selling an estimated $97.3K and leaving 2,676 shares worth $918K. The position accounts for 0.51% of the portfolio, ranked #56.

Salvus Wealth Management first reported a position in V in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.17M in Q2 2025. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Salvus Wealth Management held 2,676 shares of Visa worth $918K as of Q2 2026.
  • Salvus Wealth Management sold 303 Visa shares in Q2 2026, an estimated $97.3K.
  • Visa made up 0.51% of Salvus Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Salvus Wealth Management first reported a position in Visa in Q2 2021 and has held it in 21 quarters since.
  • Salvus Wealth Management's Visa position peaked at $1.17M in Q2 2025.
  • 825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Salvus Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.