Sensible Money’s Visa V Stock Holding History

Sensible Money’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	$300K	Sell	834 -18	-2%	-$6.58K	0.08%	77
2026 Q2	$292K	Buy	852 +18	+2%	+$5.78K	0.08%	77
2026 Q1	$252K	Sell	834 -6	-0.7%	-$1.93K	0.08%	74
2025 Q4	$295K	Buy	840 +6	+0.7%	+$2.04K	0.09%	64
2025 Q3	$285K	Hold	834	–	–	0.1%	64
2025 Q2	$296K	Hold	834	–	–	0.11%	63
2025 Q1	$292K	Buy	834 +76	+10%	+$25.7K	0.13%	61
2024 Q4	$240K	Hold	758	–	–	0.11%	71
2024 Q3	$208K	Buy	+758	New	+$205K	0.09%	82
2024 Q2	–	Sell	-753	Closed	-$210K	–	86
2024 Q1	$210K	Buy	+753	New	+$208K	0.11%	75

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

Sensible Money's V Position: Q3 2026 in Review

Sensible Money reduced its Visa (V) stake by 2.1% in Q3 2026, selling an estimated $6.58K and leaving 834 shares worth $300K. The position accounts for 0.08% of the portfolio, ranked #77.

Sensible Money first reported a position in V in Q1 2024 and has held it in 10 quarters since. 1,352 funds tracked by Wall St. Rank hold V as of Q3 2026.

Sensible Money held 834 shares of Visa worth $300K as of Q3 2026.
Sensible Money sold 18 Visa shares in Q3 2026, an estimated $6.58K.
Visa made up 0.08% of Sensible Money's portfolio in Q3 2026, its #77 holding.
Sensible Money first reported a position in Visa in Q1 2024 and has held it in 10 quarters since.
1,352 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Sensible Money's 13F filing for Q3 2026, filed 20 Oct 2026.