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Selective Wealth Management’s Visa V Stock Holding History

Selective 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 		$2.88M Buy
8,037
+338
+4% +$109K 0.76% 22
2026
Q1 		$2.58M Sell
7,699
-448
-5% -$144K 0.76% 21
2025
Q4 		$2.67M Sell
8,147
-116
-1% -$39.5K 0.83% 18
2025
Q3 		$2.91M Buy
8,263
+5
+0.1% +$1.73K 0.94% 16
2025
Q2 		$2.95M Sell
8,258
-224
-3% -$78.1K 1.08% 16
2025
Q1 		$2.83M Sell
8,482
-93
-1% -$31.5K 1.23% 16
2024
Q4 		$2.65M Sell
8,575
-492
-5% -$148K 1.08% 16
2024
Q3 		$2.49M Sell
9,067
-765
-8% -$207K 1.04% 17
2024
Q2 		$2.61M Sell
9,832
-583
-6% -$160K 1.15% 18
2024
Q1 		$2.86M Sell
10,415
-467
-4% -$129K 1.24% 18
2023
Q4 		$2.83M Sell
10,882
-643
-6% -$158K 1.42% 18
2023
Q3 		$2.66M Sell
11,525
-808
-7% -$194K 1.46% 18
2023
Q2 		$2.94M Buy
+12,333
New +$2.82M 1.47% 19
2022
Q4 		$2.94M Sell
13,115
-5,239
-29% -$1.06M 1.55% 21
2022
Q3 		$3.26M Sell
18,354
-1,897
-9% -$386K 1.4% 22
2022
Q2 		$3.99M Sell
20,251
-561
-3% -$116K 1.42% 21
2022
Q1 		$4.62M Buy
20,812
+20,512
+6,837% +$4.44M 1.67% 18
2021
Q4 		$65K Hold
300
– – 0.03% 244
2021
Q3 		$67K Buy
300
+200
+200% +$46.9K 0.04% 229
2021
Q2 		$23K Buy
100
+8
+9% +$1.83K 0.02% 267
2021
Q1 		$19K Hold
92
– – 0.02% 196
2020
Q4 		$20K Hold
92
– – 0.01% 187
2020
Q3 		$18K Sell
92
-182
-66% -$36.4K 0.01% 164
2020
Q2 		$53K Hold
274
– – 0.04% 102
2020
Q1 		$44K Hold
274
– – 0.07% 68
2019
Q4 		$51K Hold
274
– – 0.06% 78
2019
Q3 		$47K Buy
+274
New +$48.8K 0.06% 81

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

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

Selective Wealth Management increased its Visa (V) stake by 4.4% in Q2 2026, buying an estimated $109K and bringing the position to 8,037 shares worth $2.88M. The position accounts for 0.76% of the portfolio, ranked #22.

Selective Wealth Management first reported a position in V in Q3 2019 and has held it in 27 quarters since. The position peaked at $4.62M in Q1 2022. 1,881 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Selective Wealth Management held 8,037 shares of Visa worth $2.88M as of Q2 2026.
  • Selective Wealth Management bought 338 Visa shares in Q2 2026, an estimated $109K.
  • Visa made up 0.76% of Selective Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Selective Wealth Management first reported a position in Visa in Q3 2019 and has held it in 27 quarters since.
  • Selective Wealth Management's Visa position peaked at $4.62M in Q1 2022.
  • 1,881 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.