SWM
V icon

StoneCrest Wealth Management’s Visa V Stock Holding History

StoneCrest 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 		$305K Sell
890
-32
-3% -$10.3K 0.1% 65
2026
Q1 		$279K Sell
922
-376
-29% -$121K 0.12% 67
2025
Q4 		$455K Sell
1,298
-11
-0.8% -$3.75K 0.18% 61
2025
Q3 		$447K Sell
1,309
-38
-3% -$13.2K 0.2% 59
2025
Q2 		$478K Sell
1,347
-29
-2% -$10.1K 0.23% 61
2025
Q1 		$482K Hold
1,376
– – 0.31% 52
2024
Q4 		$435K Hold
1,376
– – 0.28% 52
2024
Q3 		$378K Sell
1,376
-447
-25% -$121K 0.28% 52
2024
Q2 		$478K Sell
1,823
-10
-0.5% -$2.74K 0.37% 41
2024
Q1 		$512K Sell
1,833
-45
-2% -$12.4K 0.44% 38
2023
Q4 		$489K Buy
+1,878
New +$463K 0.47% 37

Other funds holding V

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return