Smallwood Wealth Investment Management’s Visa V Stock Holding History

Smallwood Wealth Investment 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	$251K	Buy	730 +114	+19%	+$36.6K	0.11%	85
2026 Q1	$186K	Sell	616 -19	-3%	-$6.11K	0.1%	82
2025 Q4	$223K	Buy	635 +8	+1%	+$2.73K	0.12%	75
2025 Q3	$214K	Sell	627 -2	-0.3%	-$692	0.11%	83
2025 Q2	$223K	Buy	629 +9	+1%	+$3.14K	0.13%	74
2025 Q1	$217K	Buy	+620	New	+$210K	0.14%	71
2023 Q1	–	Sell	-2,603	Closed	-$541K	–	75
2022 Q4	$541K	Hold	2,603	–	–	0.46%	41
2022 Q3	$462K	Buy	2,603 +116	+5%	+$23.6K	0.42%	46
2022 Q2	$490K	Buy	+2,487	New	+$514K	0.5%	37

Other funds holding V

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Smallwood Wealth Investment Management's V Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its Visa (V) stake by 19% in Q2 2026, buying an estimated $36.6K and bringing the position to 730 shares worth $251K. The position accounts for 0.11% of the portfolio, ranked #85.

Smallwood Wealth Investment Management first reported a position in V in Q2 2022 and has held it in 9 quarters since. The position peaked at $541K in Q4 2022. 2,027 funds tracked by Wall St. Rank hold V as of Q2 2026.

Smallwood Wealth Investment Management held 730 shares of Visa worth $251K as of Q2 2026.
Smallwood Wealth Investment Management bought 114 Visa shares in Q2 2026, an estimated $36.6K.
Visa made up 0.11% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #85 holding.
Smallwood Wealth Investment Management first reported a position in Visa in Q2 2022 and has held it in 9 quarters since.
Smallwood Wealth Investment Management's Visa position peaked at $541K in Q4 2022.
2,027 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.