Unified Investment Management’s Visa V Stock Holding History

Unified Investment 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	$1.15M	Buy	3,198 +23	+0.7%	+$8.41K	1.01%	28
2026 Q2	$1.09M	Buy	3,175 +2	+0.1%	+$642	1%	27
2026 Q1	$959K	Buy	3,173 +83	+3%	+$26.7K	0.98%	29
2025 Q4	$1.08M	Buy	3,090 +19	+0.6%	+$6.47K	1.09%	25
2025 Q3	$1.05M	Buy	3,071 +588	+24%	+$204K	1.05%	24
2025 Q2	$881K	Buy	2,483 +35	+1%	+$12.2K	0.95%	31
2025 Q1	$858K	Sell	2,448 -128	-5%	-$43.3K	1.01%	29
2024 Q4	$814K	Buy	+2,576	New	+$775K	0.92%	36

Other funds holding V

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

Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Unified Investment Management's V Position: Q3 2026 in Review

Unified Investment Management increased its Visa (V) stake by 0.72% in Q3 2026, buying an estimated $8.41K and bringing the position to 3,198 shares worth $1.15M. The position accounts for 1.01% of the portfolio, ranked #28.

Unified Investment Management first reported a position in V in Q4 2024 and has held it in 8 quarters since. 706 funds tracked by Wall St. Rank hold V as of Q3 2026.

Unified Investment Management held 3,198 shares of Visa worth $1.15M as of Q3 2026.
Unified Investment Management bought 23 Visa shares in Q3 2026, an estimated $8.41K.
Visa made up 1.01% of Unified Investment Management's portfolio in Q3 2026, its #28 holding.
Unified Investment Management first reported a position in Visa in Q4 2024 and has held it in 8 quarters since.
706 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Unified Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.