Sweeney & Michel’s Visa V Stock Holding History

Sweeney & Michel’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	$617K	Buy	1,717 +76	+5%	+$27.8K	0.16%	83
2026 Q2	$595K	Sell	1,641 -4	-0.2%	-$1.28K	0.16%	82
2026 Q1	$509K	Buy	1,645 +2	+0.1%	+$643	0.15%	89
2025 Q4	$541K	Buy	1,643 +2	+0.1%	+$681	0.16%	87
2025 Q3	$564K	Buy	1,641 +27	+2%	+$9.34K	0.19%	79
2025 Q2	$562K	Sell	1,614 -102	-6%	-$35.6K	0.2%	75
2025 Q1	$529K	Buy	+1,716	New	+$581K	0.23%	69
2024 Q3	$503K	Buy	1,731 +12	+0.7%	+$3.24K	0.2%	76
2024 Q2	$456K	Sell	1,719 -3	-0.2%	-$822	0.19%	70
2024 Q1	$478K	Buy	+1,722	New	+$475K	0.21%	71
2023 Q3	$369K	Buy	1,514 +1	+0.1%	+$240	0.19%	77
2023 Q2	$362K	Buy	1,513 +6	+0.4%	+$1.37K	0.19%	83
2023 Q1	$344K	Buy	+1,507	New	+$335K	0.18%	86

Other funds holding V

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Sweeney & Michel's V Position: Q3 2026 in Review

Sweeney & Michel increased its Visa (V) stake by 4.6% in Q3 2026, buying an estimated $27.8K and bringing the position to 1,717 shares worth $617K. The position accounts for 0.16% of the portfolio, ranked #83.

Sweeney & Michel first reported a position in V in Q1 2023 and has held it in 13 quarters since. 1,472 funds tracked by Wall St. Rank hold V as of Q3 2026.

Sweeney & Michel held 1,717 shares of Visa worth $617K as of Q3 2026.
Sweeney & Michel bought 76 Visa shares in Q3 2026, an estimated $27.8K.
Visa made up 0.16% of Sweeney & Michel's portfolio in Q3 2026, its #83 holding.
Sweeney & Michel first reported a position in Visa in Q1 2023 and has held it in 13 quarters since.
1,472 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.