Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $8.38M | Sell |
23,318
-233
| -1% | -$85.2K | 1.96% | 10 |
|
|
2026
Q2 | $8.08M | Hold |
23,551
| – | – | 1.89% | 10 |
|
|
2026
Q1 | $7.12M | Sell |
23,551
-1
| -0% | -$322 | 1.82% | 9 |
|
|
2025
Q4 | $8.26M | Hold |
23,552
| – | – | 2.16% | 9 |
|
|
2025
Q3 | $8.04M | Hold |
23,552
| – | – | 2.17% | 9 |
|
|
2025
Q2 | $8.36M | Hold |
23,552
| – | – | 2.33% | 8 |
|
|
2025
Q1 | $8.25M | Hold |
23,552
| – | – | 2.39% | 8 |
|
|
2024
Q4 | $7.44M | Sell |
23,552
-20
| -0.1% | -$6.01K | 2.12% | 9 |
|
|
2024
Q3 | $6.48M | Hold |
23,572
| – | – | 1.81% | 12 |
|
|
2024
Q2 | $6.19M | Sell |
23,572
-73
| -0.3% | -$20K | 1.96% | 11 |
|
|
2024
Q1 | $6.6M | Hold |
23,645
| – | – | 2.13% | 11 |
|
|
2023
Q4 | $6.16M | Hold |
23,645
| – | – | 2.12% | 11 |
|
|
2023
Q3 | $5.44M | Hold |
23,645
| – | – | 2.64% | 7 |
|
|
2023
Q2 | $5.62M | Sell |
23,645
-73
| -0.3% | -$16.7K | 2% | 11 |
|
|
2023
Q1 | $5.35M | Hold |
23,718
| – | – | 2.01% | 11 |
|
|
2022
Q4 | $4.93M | Hold |
23,718
| – | – | 1.96% | 12 |
|
|
2022
Q3 | $4.21M | Sell |
23,718
-44
| -0.2% | -$8.95K | 1.9% | 12 |
|
|
2022
Q2 | $4.68M | Sell |
23,762
-37
| -0.2% | -$7.65K | 1.94% | 11 |
|
|
2022
Q1 | $5.28M | Sell |
23,799
-56
| -0.2% | -$12.1K | 1.85% | 10 |
|
|
2021
Q4 | $5.17M | Sell |
23,855
-121
| -0.5% | -$26K | 1.72% | 12 |
|
|
2021
Q3 | $5.34M | Buy |
23,976
+50
| +0.2% | +$11.7K | 1.94% | 11 |
|
|
2021
Q2 | $5.59M | Buy |
23,926
+71
| +0.3% | +$16.2K | 2.57% | 6 |
|
|
2021
Q1 | $5.05M | Buy |
23,855
+137
| +0.6% | +$28.8K | 2.01% | 11 |
|
|
2020
Q4 | $5.19M | Hold |
23,718
| – | – | 2.32% | 10 |
|
|
2020
Q3 | $4.74M | Hold |
23,718
| – | – | 2.38% | 9 |
|
|
2020
Q2 | $4.54M | Buy |
23,718
+70
| +0.3% | +$12.8K | 2.5% | 8 |
|
|
2020
Q1 | $3.92M | Sell |
23,648
-404
| -2% | -$76.1K | 2.61% | 8 |
|
|
2019
Q4 | $4.52M | Sell |
24,052
-449
| -2% | -$80.9K | 2.27% | 8 |
|
|
2019
Q3 | $4.26M | Hold |
24,501
| – | – | 2.33% | 7 |
|
|
2019
Q2 | $4.25M | Hold |
24,501
| – | – | 2.35% | 7 |
|
|
2019
Q1 | $3.83M | Hold |
24,501
| – | – | 3.11% | 7 |
|
|
2018
Q4 | $3.21M | Sell |
24,501
-134
| -0.5% | -$18.5K | 2.95% | 6 |
|
|
2018
Q3 | $3.7M | Hold |
24,635
| – | – | 2.02% | 8 |
|
|
2018
Q2 | $3.26M | Hold |
24,635
| – | – | 1.87% | 10 |
|
|
2018
Q1 | $2.95M | Hold |
24,635
| – | – | 1.65% | 11 |
|
|
2017
Q4 | $2.81M | Buy |
+24,635
| New | +$2.72M | 1.57% | 11 |
|
Other funds holding V
SimplyRich's V Position: Q3 2026 in Review
SimplyRich reduced its Visa (V) stake by 0.99% in Q3 2026, selling an estimated $85.2K and leaving 23,318 shares worth $8.38M. The position accounts for 1.96% of the portfolio, ranked #10.
SimplyRich first reported a position in V in Q4 2017 and has held it in 36 quarters since. 3,188 funds tracked by Wall St. Rank hold V as of Q3 2026.
- SimplyRich held 23,318 shares of Visa worth $8.38M as of Q3 2026.
- SimplyRich sold 233 Visa shares in Q3 2026, an estimated $85.2K.
- Visa made up 1.96% of SimplyRich's portfolio in Q3 2026, its #10 holding.
- SimplyRich first reported a position in Visa in Q4 2017 and has held it in 36 quarters since.
- 3,188 funds tracked by Wall St. Rank held Visa as of Q3 2026.
Based on SimplyRich's 13F filing for Q3 2026, filed 6 Nov 2026.