TWM
V icon

Thrive Wealth Management’s Visa V Stock Holding History

Thrive 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 		$2.82M Sell
8,230
-81
-1% -$26K 0.36% 35
2026
Q1 		$2.51M Sell
8,311
-608
-7% -$196K 0.37% 33
2025
Q4 		$3.13M Buy
8,919
+5
+0.1% +$1.7K 0.46% 29
2025
Q3 		$3.04M Sell
8,914
-79
-0.9% -$27.3K 0.46% 31
2025
Q2 		$3.19M Sell
8,993
-16
-0.2% -$5.58K 0.52% 27
2025
Q1 		$3.16M Sell
9,009
-1,416
-14% -$479K 0.6% 25
2024
Q4 		$3.29M Sell
10,425
-219
-2% -$65.9K 0.59% 23
2024
Q3 		$2.93M Buy
10,644
+1,120
+12% +$303K 0.54% 24
2024
Q2 		$2.5M Sell
9,524
-77
-0.8% -$21.1K 0.49% 27
2024
Q1 		$2.68M Buy
9,601
+17
+0.2% +$4.69K 0.55% 25
2023
Q4 		$2.5M Sell
9,584
-72
-0.7% -$17.7K 0.56% 24
2023
Q3 		$2.22M Sell
9,656
-123
-1% -$29.6K 0.59% 21
2023
Q2 		$2.32M Buy
9,779
+256
+3% +$58.6K 0.6% 21
2023
Q1 		$2.15M Buy
9,523
+635
+7% +$141K 0.55% 21
2022
Q4 		$1.85M Buy
8,888
+1,038
+13% +$209K 0.53% 26
2022
Q3 		$1.4M Buy
7,850
+1,266
+19% +$258K 0.49% 28
2022
Q2 		$1.3M Buy
6,584
+1,139
+21% +$235K 0.45% 32
2022
Q1 		$1.21M Buy
5,445
+1,057
+24% +$229K 0.36% 37
2021
Q4 		$951K Buy
+4,388
New +$942K 0.33% 39

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Thrive Wealth Management's V Position: Q2 2026 in Review

Thrive Wealth Management reduced its Visa (V) stake by 0.97% in Q2 2026, selling an estimated $26K and leaving 8,230 shares worth $2.82M. The position accounts for 0.36% of the portfolio, ranked #35.

Thrive Wealth Management first reported a position in V in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.29M in Q4 2024. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Thrive Wealth Management held 8,230 shares of Visa worth $2.82M as of Q2 2026.
  • Thrive Wealth Management sold 81 Visa shares in Q2 2026, an estimated $26K.
  • Visa made up 0.36% of Thrive Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Thrive Wealth Management first reported a position in Visa in Q4 2021 and has held it in 19 quarters since.
  • Thrive Wealth Management's Visa position peaked at $3.29M in Q4 2024.
  • 825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.