Total Wealth Planning & Management
V icon

Total Wealth Planning & Management’s Visa V Stock Holding History

Total Wealth Planning & 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 		$793K Buy
2,208
+20
+0.9% +$7.31K 0.59% 54
2026
Q2 		$751K Sell
2,188
-5
-0.2% -$1.6K 0.51% 57
2026
Q1 		$663K Buy
2,193
+95
+5% +$30.5K 0.49% 69
2025
Q4 		$736K Buy
+2,098
New +$715K 0.55% 52
2025
Q2 		$594K Sell
1,672
-68
-4% -$23.7K 0.48% 66
2025
Q1 		$610K Sell
1,740
-219
-11% -$74.1K 0.58% 50
2024
Q4 		$619K Buy
+1,959
New +$589K 0.56% 49

Other funds holding V

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Total Wealth Planning & Management's V Position: Q3 2026 in Review

Total Wealth Planning & Management increased its Visa (V) stake by 0.91% in Q3 2026, buying an estimated $7.31K and bringing the position to 2,208 shares worth $793K. The position accounts for 0.59% of the portfolio, ranked #54.

Total Wealth Planning & Management first reported a position in V in Q4 2024 and has held it in 7 quarters since. 1,472 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Total Wealth Planning & Management held 2,208 shares of Visa worth $793K as of Q3 2026.
  • Total Wealth Planning & Management bought 20 Visa shares in Q3 2026, an estimated $7.31K.
  • Visa made up 0.59% of Total Wealth Planning & Management's portfolio in Q3 2026, its #54 holding.
  • Total Wealth Planning & Management first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • 1,472 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.