UWS
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Unique Wealth Strategies’s Visa V Stock Holding History

Unique Wealth Strategies’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
Q2 		$2.74M Sell
7,984
-279
-3% -$89.6K 1% 21
2026
Q1 		$2.5M Sell
8,263
-2,269
-22% -$730K 1.01% 22
2025
Q4 		$3.69M Buy
10,532
+1,306
+14% +$445K 1.44% 13
2025
Q3 		$3.15M Buy
9,226
+562
+6% +$195K 1.22% 16
2025
Q2 		$3.08M Sell
8,664
-2,427
-22% -$846K 1.28% 15
2025
Q1 		$3.89M Sell
11,091
-192
-2% -$65K 1.77% 11
2024
Q4 		$3.57M Sell
11,283
-103
-0.9% -$31K 1.55% 12
2024
Q3 		$3.13M Buy
11,386
+1,025
+10% +$277K 1.32% 14
2024
Q2 		$2.89M Hold
10,361
– – 1.36% 13
2024
Q1 		$2.89M Sell
10,361
-2,129
-17% -$588K 1.42% 13
2023
Q4 		$3.25M Buy
+12,490
New +$3.08M 2.17% 9

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Unique Wealth Strategies's V Position: Q2 2026 in Review

Unique Wealth Strategies reduced its Visa (V) stake by 3.4% in Q2 2026, selling an estimated $89.6K and leaving 7,984 shares worth $2.74M. The position accounts for 1% of the portfolio, ranked #21.

Unique Wealth Strategies first reported a position in V in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.89M in Q1 2025. 825 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Unique Wealth Strategies held 7,984 shares of Visa worth $2.74M as of Q2 2026.
  • Unique Wealth Strategies sold 279 Visa shares in Q2 2026, an estimated $89.6K.
  • Visa made up 1% of Unique Wealth Strategies's portfolio in Q2 2026, its #21 holding.
  • Unique Wealth Strategies first reported a position in Visa in Q4 2023 and has held it in 11 quarters since.
  • Unique Wealth Strategies's Visa position peaked at $3.89M in Q1 2025.
  • 825 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.