Third View Private Wealth’s Visa V Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$20.9M Buy
60,991
+922
+2% +$296K 2.57% 10
2026
Q1
$18.2M Buy
60,069
+3,584
+6% +$1.15M 2.49% 8
2025
Q4
$19.8M Buy
+56,485
New +$19.2M 2.67% 8

Other funds holding V

Third View Private Wealth's V Position: Q2 2026 in Review

Third View Private Wealth increased its Visa (V) stake by 1.5% in Q2 2026, buying an estimated $296K and bringing the position to 60,991 shares worth $20.9M. The position accounts for 2.57% of the portfolio, ranked #10.

Third View Private Wealth first reported a position in V in Q4 2025 and has held it in 3 quarters since. 2,970 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Third View Private Wealth held 60,991 shares of Visa worth $20.9M as of Q2 2026.
  • Third View Private Wealth bought 922 Visa shares in Q2 2026, an estimated $296K.
  • Visa made up 2.57% of Third View Private Wealth's portfolio in Q2 2026, its #10 holding.
  • Third View Private Wealth first reported a position in Visa in Q4 2025 and has held it in 3 quarters since.
  • 2,970 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.