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Tempus Wealth Planning’s Visa V Stock Holding History

Tempus Wealth Planning’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 		$2.67M Buy
7,431
+2,620
+54% +$958K 0.51% 50
2026
Q2 		$1.65M Buy
4,811
+45
+0.9% +$14.4K 0.32% 86
2026
Q1 		$1.44M Buy
4,766
+183
+4% +$58.8K 0.33% 85
2025
Q4 		$1.61M Buy
4,583
+304
+7% +$104K 0.37% 73
2025
Q3 		$1.46M Buy
4,279
+75
+2% +$26K 0.34% 83
2025
Q2 		$1.49M Buy
4,204
+300
+8% +$105K 0.37% 73
2025
Q1 		$1.37M Buy
3,904
+100
+3% +$33.8K 0.41% 72
2024
Q4 		$1.2M Buy
3,804
+266
+8% +$80K 0.37% 80
2024
Q3 		$973K Buy
3,538
+681
+24% +$184K 0.36% 79
2024
Q2 		$750K Buy
2,857
+294
+11% +$80.6K 0.31% 89
2024
Q1 		$715K Buy
2,563
+442
+21% +$122K 0.31% 91
2023
Q4 		$552K Sell
2,121
-9
-0.4% -$2.22K 0.24% 97
2023
Q3 		$490K Buy
2,130
+930
+78% +$224K 0.25% 88
2023
Q2 		$285K Buy
1,200
+230
+24% +$52.6K 0.13% 142
2023
Q1 		$219K Sell
970
-506
-34% -$113K 0.11% 161
2022
Q4 		$307K Sell
1,476
-931
-39% -$188K 0.19% 126
2022
Q3 		$428K Buy
+2,407
New +$490K 0.29% 99
2022
Q2 		– Sell
-1,848
Closed -$410K – 143
2022
Q1 		$410K Sell
1,848
-317
-15% -$68.6K 0.29% 88
2021
Q4 		$469K Hold
2,165
– – 0.25% 98
2021
Q3 		$482K Buy
2,165
+340
+19% +$79.7K 0.27% 94
2021
Q2 		$427K Hold
1,825
– – 0.28% 100
2021
Q1 		$386K Buy
1,825
+25
+1% +$5.26K 0.41% 65
2020
Q4 		$394K Hold
1,800
– – 0.51% 42
2020
Q3 		$360K Hold
1,800
– – 0.52% 42
2020
Q2 		$348K Hold
1,800
– – 0.52% 43
2020
Q1 		$290K Hold
1,800
– – 0.48% 47
2019
Q4 		$338K Buy
+1,800
New +$324K 0.3% 55

Other funds holding V

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Tempus Wealth Planning's V Position: Q3 2026 in Review

Tempus Wealth Planning increased its Visa (V) stake by 54% in Q3 2026, buying an estimated $958K and bringing the position to 7,431 shares worth $2.67M. The position accounts for 0.51% of the portfolio, ranked #50.

Tempus Wealth Planning first reported a position in V in Q4 2019 and has held it in 27 quarters since. 552 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Tempus Wealth Planning held 7,431 shares of Visa worth $2.67M as of Q3 2026.
  • Tempus Wealth Planning bought 2,620 Visa shares in Q3 2026, an estimated $958K.
  • Visa made up 0.51% of Tempus Wealth Planning's portfolio in Q3 2026, its #50 holding.
  • Tempus Wealth Planning first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • 552 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Tempus Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.