UIA
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Ulland Investment Advisors’s Visa V Stock Holding History

Ulland Investment 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 		$2.53M Sell
7,029
-95
-1% -$34.7K 1.78% 16
2026
Q2 		$2.44M Sell
7,124
-30
-0.4% -$9.63K 1.8% 15
2026
Q1 		$2.16M Sell
7,154
-79
-1% -$25.4K 1.85% 15
2025
Q4 		$2.54M Sell
7,233
-295
-4% -$101K 2.03% 14
2025
Q3 		$2.57M Buy
7,528
+49
+0.7% +$17K 1.93% 16
2025
Q2 		$2.65M Sell
7,479
-1,930
-21% -$673K 2.03% 15
2025
Q1 		$3.3M Sell
9,409
-3,641
-28% -$1.23M 2.76% 12
2024
Q4 		$4.12M Buy
13,050
+41
+0.3% +$12.3K 2.63% 13
2024
Q3 		$3.58M Sell
13,009
-166
-1% -$44.9K 2.62% 12
2024
Q2 		$3.46M Sell
13,175
-107
-0.8% -$29.3K 2.4% 13
2024
Q1 		$3.71M Sell
13,282
-46
-0.3% -$12.7K 2.96% 13
2023
Q4 		$3.47M Sell
13,328
-196
-1% -$48.3K 3.5% 11
2023
Q3 		$3.11M Sell
13,524
-446
-3% -$107K 3.42% 10
2023
Q2 		$3.32M Sell
13,970
-264
-2% -$60.4K 3.41% 10
2023
Q1 		$3.21M Sell
14,234
-530
-4% -$118K 3.77% 7
2022
Q4 		$3.07M Sell
14,764
-380
-3% -$76.6K 3.66% 8
2022
Q3 		$2.69M Sell
15,144
-105
-0.7% -$21.4K 2.94% 11
2022
Q2 		$3M Sell
15,249
-75
-0.5% -$15.5K 3.07% 10
2022
Q1 		$3.4M Buy
15,324
+305
+2% +$66K 2.55% 18
2021
Q4 		$3.25M Buy
+15,019
New +$3.22M 2.08% 17

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Ulland Investment Advisors's V Position: Q3 2026 in Review

Ulland Investment Advisors reduced its Visa (V) stake by 1.3% in Q3 2026, selling an estimated $34.7K and leaving 7,029 shares worth $2.53M. The position accounts for 1.78% of the portfolio, ranked #16.

Ulland Investment Advisors first reported a position in V in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.12M in Q4 2024. 784 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Ulland Investment Advisors held 7,029 shares of Visa worth $2.53M as of Q3 2026.
  • Ulland Investment Advisors sold 95 Visa shares in Q3 2026, an estimated $34.7K.
  • Visa made up 1.78% of Ulland Investment Advisors's portfolio in Q3 2026, its #16 holding.
  • Ulland Investment Advisors first reported a position in Visa in Q4 2021 and has held it in 20 quarters since.
  • Ulland Investment Advisors's Visa position peaked at $4.12M in Q4 2024.
  • 784 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Ulland Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.