True Wealth Design
V icon

True Wealth Design’s Visa V Stock Holding History

True Wealth Design’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 		$128K Buy
357
+39
+12% +$14.3K 0.03% 208
2026
Q2 		$109K Sell
318
-16
-5% -$5.14K 0.03% 234
2026
Q1 		$101K Buy
334
+236
+241% +$75.9K 0.03% 216
2025
Q4 		$34.4K Sell
98
-153
-61% -$52.1K 0.01% 442
2025
Q3 		$85.6K Buy
251
+98
+64% +$33.9K 0.03% 196
2025
Q2 		$54.2K Buy
153
+35
+30% +$12.2K 0.02% 195
2025
Q1 		$41.2K Buy
118
+71
+151% +$24K 0.02% 225
2024
Q4 		$14.8K Sell
47
-295
-86% -$88.7K 0.01% 360
2024
Q3 		$94K Buy
342
+318
+1,325% +$86K 0.04% 66
2024
Q2 		$6.3K Hold
24
– – ﹤0.01% 262
2024
Q1 		$6.7K Hold
24
– – ﹤0.01% 263
2023
Q4 		$6.25K Buy
+24
New +$5.92K ﹤0.01% 253
2023
Q2 		– Sell
-63
Closed -$14.2K – 867
2023
Q1 		$14.2K Buy
63
+42
+200% +$9.35K 0.01% 221
2022
Q4 		$4.36K Buy
+21
New +$4.24K ﹤0.01% 257

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
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
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

True Wealth Design's V Position: Q3 2026 in Review

True Wealth Design increased its Visa (V) stake by 12% in Q3 2026, buying an estimated $14.3K and bringing the position to 357 shares worth $128K. The position accounts for 0.03% of the portfolio, ranked #208.

True Wealth Design first reported a position in V in Q4 2022 and has held it in 14 quarters since. 1,136 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • True Wealth Design held 357 shares of Visa worth $128K as of Q3 2026.
  • True Wealth Design bought 39 Visa shares in Q3 2026, an estimated $14.3K.
  • Visa made up 0.03% of True Wealth Design's portfolio in Q3 2026, its #208 holding.
  • True Wealth Design first reported a position in Visa in Q4 2022 and has held it in 14 quarters since.
  • 1,136 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.