Spire Wealth Management
V icon

Spire Wealth Management’s Visa V Stock Holding History

Spire 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
Q3 		$13.7M Sell
38,231
-1,804
-5% -$659K 0.42% 49
2026
Q2 		$13.7M Sell
40,035
-283
-0.7% -$90.9K 0.41% 53
2026
Q1 		$12.2M Sell
40,318
-111
-0.3% -$35.7K 0.42% 52
2025
Q4 		$14.2M Buy
40,429
+247
+0.6% +$84.2K 0.47% 44
2025
Q3 		$13.7M Sell
40,182
-496
-1% -$172K 0.47% 48
2025
Q2 		$14.4M Sell
40,678
-21,613
-35% -$7.53M 0.52% 44
2025
Q1 		$21.8M Buy
62,291
+4,292
+7% +$1.45M 0.7% 28
2024
Q4 		$18.3M Buy
57,999
+2,333
+4% +$702K 0.57% 35
2024
Q3 		$15.3M Sell
55,666
-7,322
-12% -$1.98M 0.52% 40
2024
Q2 		$16.5M Sell
62,988
-11,213
-15% -$3.07M 0.58% 37
2024
Q1 		$20.7M Sell
74,201
-8,168
-10% -$2.26M 0.38% 57
2023
Q4 		$22.3M Buy
82,369
+2,915
+4% +$718K 0.74% 27
2023
Q3 		$18.3M Sell
79,454
-23,222
-23% -$5.58M 0.7% 27
2023
Q2 		$24.4M Sell
102,676
-4,030
-4% -$922K 0.9% 21
2023
Q1 		$24.1M Buy
106,706
+473
+0.4% +$105K 0.94% 19
2022
Q4 		$22.1M Sell
106,233
-590
-0.6% -$119K 1.24% 14
2022
Q3 		$19M Sell
106,823
-46,340
-30% -$9.43M 1.15% 20
2022
Q2 		$30.2M Sell
153,163
-3,337
-2% -$690K 1.24% 11
2022
Q1 		$34.7M Buy
156,500
+2,839
+2% +$614K 0.93% 16
2021
Q4 		$33.3M Buy
153,661
+14,594
+10% +$3.13M 0.74% 20
2021
Q3 		$31M Sell
139,067
-219
-0.2% -$51.4K 0.82% 21
2021
Q2 		$32.6M Sell
139,286
-43,528
-24% -$10M 0.88% 14
2021
Q1 		$38.1M Buy
+182,814
New +$38.5M 1.01% 11

Other funds holding V

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Spire Wealth Management's V Position: Q3 2026 in Review

Spire Wealth Management reduced its Visa (V) stake by 4.5% in Q3 2026, selling an estimated $659K and leaving 38,231 shares worth $13.7M. The position accounts for 0.42% of the portfolio, ranked #49.

Spire Wealth Management first reported a position in V in Q1 2021 and has held it in 23 quarters since. The position peaked at $38.1M in Q1 2021. 2,492 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Spire Wealth Management held 38,231 shares of Visa worth $13.7M as of Q3 2026.
  • Spire Wealth Management sold 1,804 Visa shares in Q3 2026, an estimated $659K.
  • Visa made up 0.42% of Spire Wealth Management's portfolio in Q3 2026, its #49 holding.
  • Spire Wealth Management first reported a position in Visa in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Visa position peaked at $38.1M in Q1 2021.
  • 2,492 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.