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Sax Wealth Advisors’s Visa V Stock Holding History

Sax Wealth Advisors’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 		$1.91M Buy
6,323
+511
+9% +$164K 0.08% 155
2026
Q1 		$2.04M Sell
5,812
-858
-13% -$276K 0.1% 117
2025
Q4 		$2.34M Buy
6,670
+759
+13% +$259K 0.11% 113
2025
Q3 		$2.02M Buy
5,911
+159
+3% +$55K 0.11% 108
2025
Q2 		$2.04M Buy
5,752
+3,254
+130% +$1.13M 0.12% 100
2025
Q1 		$876K Buy
2,498
+234
+10% +$79.2K 0.06% 159
2024
Q4 		$716K Buy
2,264
+192
+9% +$57.7K 0.06% 158
2024
Q3 		$570K Buy
2,072
+861
+71% +$233K 0.05% 140
2024
Q2 		$318K Buy
1,211
+423
+54% +$116K 0.03% 202
2024
Q1 		$220K Buy
+788
New +$218K 0.03% 175

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Sax Wealth Advisors's V Position: Q2 2026 in Review

Sax Wealth Advisors increased its Visa (V) stake by 8.8% in Q2 2026, buying an estimated $164K and bringing the position to 6,323 shares worth $1.91M. The position accounts for 0.08% of the portfolio, ranked #155.

Sax Wealth Advisors first reported a position in V in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.34M in Q4 2025. 1,065 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Sax Wealth Advisors held 6,323 shares of Visa worth $1.91M as of Q2 2026.
  • Sax Wealth Advisors bought 511 Visa shares in Q2 2026, an estimated $164K.
  • Visa made up 0.08% of Sax Wealth Advisors's portfolio in Q2 2026, its #155 holding.
  • Sax Wealth Advisors first reported a position in Visa in Q1 2024 and has held it in 10 quarters since.
  • Sax Wealth Advisors's Visa position peaked at $2.34M in Q4 2025.
  • 1,065 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.