Tortuga Wealth Management
V icon

Tortuga Wealth Management’s Visa V Stock Holding History

Tortuga 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
Q3 		$319K Buy
889
+41
+5% +$15K 0.23% 95
2026
Q2 		$291K Buy
848
+118
+16% +$37.9K 0.22% 107
2026
Q1 		$221K Buy
730
+94
+15% +$30.2K 0.21% 100
2025
Q4 		$223K Buy
+636
New +$217K 0.24% 85

Other funds holding V

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Troy Asset Management
Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Tortuga Wealth Management's V Position: Q3 2026 in Review

Tortuga Wealth Management increased its Visa (V) stake by 4.8% in Q3 2026, buying an estimated $15K and bringing the position to 889 shares worth $319K. The position accounts for 0.23% of the portfolio, ranked #95.

Tortuga Wealth Management first reported a position in V in Q4 2025 and has held it in 4 quarters since. 2,010 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Tortuga Wealth Management held 889 shares of Visa worth $319K as of Q3 2026.
  • Tortuga Wealth Management bought 41 Visa shares in Q3 2026, an estimated $15K.
  • Visa made up 0.23% of Tortuga Wealth Management's portfolio in Q3 2026, its #95 holding.
  • Tortuga Wealth Management first reported a position in Visa in Q4 2025 and has held it in 4 quarters since.
  • 2,010 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Tortuga Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.