SWM
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Shelton Wealth Management’s Visa V Stock Holding History

Shelton 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 		$1.58M Sell
4,609
-23
-0.5% -$7.38K 0.62% 51
2026
Q1 		$1.4M Sell
4,632
-89
-2% -$28.6K 0.61% 51
2025
Q4 		$1.66M Buy
4,721
+351
+8% +$120K 0.71% 42
2025
Q3 		$1.49M Buy
4,370
+323
+8% +$112K 0.68% 48
2025
Q2 		$1.44M Sell
4,047
-117
-3% -$40.8K 0.69% 45
2025
Q1 		$1.46M Sell
4,164
-128
-3% -$43.3K 0.79% 28
2024
Q4 		$1.36M Buy
4,292
+69
+2% +$20.7K 0.7% 36
2024
Q3 		$1.16M Buy
4,223
+447
+12% +$121K 0.63% 50
2024
Q2 		$991K Buy
3,776
+622
+20% +$170K 0.56% 51
2024
Q1 		$880K Buy
3,154
+540
+21% +$149K 0.55% 39
2023
Q4 		$681K Buy
2,614
+1,077
+70% +$265K 0.48% 43
2023
Q3 		$354K Sell
1,537
-37
-2% -$8.89K 0.28% 40
2023
Q2 		$374K Sell
1,574
-42
-3% -$9.61K 0.29% 39
2023
Q1 		$364K Sell
1,616
-151
-9% -$33.6K 0.3% 42
2022
Q4 		$367K Sell
1,767
-214
-11% -$43.2K 0.29% 44
2022
Q3 		$352K Hold
1,981
– – 0.31% 41
2022
Q2 		$390K Buy
1,981
+306
+18% +$63.2K 0.33% 40
2022
Q1 		$371K Buy
1,675
+117
+8% +$25.3K 0.29% 43
2021
Q4 		$338K Buy
+1,558
New +$334K 0.27% 45

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

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

Shelton Wealth Management reduced its Visa (V) stake by 0.5% in Q2 2026, selling an estimated $7.38K and leaving 4,609 shares worth $1.58M. The position accounts for 0.62% of the portfolio, ranked #51.

Shelton Wealth Management first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.66M in Q4 2025. 930 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Shelton Wealth Management held 4,609 shares of Visa worth $1.58M as of Q2 2026.
  • Shelton Wealth Management sold 23 Visa shares in Q2 2026, an estimated $7.38K.
  • Visa made up 0.62% of Shelton Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Shelton Wealth Management first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • Shelton Wealth Management's Visa position peaked at $1.66M in Q4 2025.
  • 930 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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