Strata Wealth Advisors
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Strata Wealth Advisors’s Visa V Stock Holding History

Strata Wealth Advisors’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 		$266K Buy
741
+116
+19% +$42.4K 0.06% 84
2026
Q2 		$215K Buy
+625
New +$201K 0.05% 95
2023
Q1 		$860K Sell
3,816
-347
-8% -$77.2K 0.44% 21
2022
Q4 		$865K Buy
+4,163
New +$840K 0.48% 20

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Strata Wealth Advisors's V Position: Q3 2026 in Review

Strata Wealth Advisors increased its Visa (V) stake by 19% in Q3 2026, buying an estimated $42.4K and bringing the position to 741 shares worth $266K. The position accounts for 0.06% of the portfolio, ranked #84.

Strata Wealth Advisors first reported a position in V in Q4 2022 and has held it in 4 quarters since. The position peaked at $865K in Q4 2022. 1,333 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Strata Wealth Advisors held 741 shares of Visa worth $266K as of Q3 2026.
  • Strata Wealth Advisors bought 116 Visa shares in Q3 2026, an estimated $42.4K.
  • Visa made up 0.06% of Strata Wealth Advisors's portfolio in Q3 2026, its #84 holding.
  • Strata Wealth Advisors first reported a position in Visa in Q4 2022 and has held it in 4 quarters since.
  • Strata Wealth Advisors's Visa position peaked at $865K in Q4 2022.
  • 1,333 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Strata Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.