TrueWealth Advisors’s Visa V Stock Holding History

TrueWealth Advisors’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	$214K	Hold	597	–	–	0.05%	230
2026 Q2	$205K	Buy	+597	New	+$192K	0.05%	234
2026 Q1	–	Sell	-583	Closed	-$204K	–	249
2025 Q4	$204K	Sell	583 -88	-13%	-$30K	0.05%	237
2025 Q3	$229K	Sell	671 -57	-8%	-$19.7K	0.06%	209
2025 Q2	$259K	Sell	728 -22	-3%	-$7.67K	0.08%	192
2025 Q1	$263K	Sell	750 -49	-6%	-$16.6K	0.09%	180
2024 Q4	$253K	Sell	799 -3	-0.4%	-$902	0.08%	189
2024 Q3	$220K	Sell	802 -368	-31%	-$99.5K	0.07%	210
2024 Q2	$307K	Sell	1,170 -1,365	-54%	-$374K	0.11%	153
2024 Q1	$708K	Buy	2,535 +299	+13%	+$82.6K	0.27%	69
2023 Q4	$582K	Buy	2,236 +484	+28%	+$119K	0.23%	78
2023 Q3	$403K	Buy	+1,752	New	+$421K	0.17%	98

Other funds holding V

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TrueWealth Advisors's V Position: Q3 2026 in Review

TrueWealth Advisors held its Visa (V) position steady in Q3 2026 at 597 shares worth $214K. The position accounts for 0.05% of the portfolio, ranked #230.

TrueWealth Advisors first reported a position in V in Q3 2023 and has held it in 12 quarters since. The position peaked at $708K in Q1 2024. 1,234 funds tracked by Wall St. Rank hold V as of Q3 2026.

TrueWealth Advisors held 597 shares of Visa worth $214K as of Q3 2026.
TrueWealth Advisors left its Visa share count unchanged in Q3 2026.
Visa made up 0.05% of TrueWealth Advisors's portfolio in Q3 2026, its #230 holding.
TrueWealth Advisors first reported a position in Visa in Q3 2023 and has held it in 12 quarters since.
TrueWealth Advisors's Visa position peaked at $708K in Q1 2024.
1,234 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.