Unique Wealth
V icon

Unique Wealth’s Visa V Stock Holding History

Unique Wealth’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 		$1.29M Sell
3,579
-510
-12% -$186K 0.15% 83
2026
Q2 		$1.4M Sell
4,089
-830
-17% -$266K 0.16% 81
2026
Q1 		$1.49M Sell
4,919
-4,097
-45% -$1.32M 0.21% 63
2025
Q4 		$3.16M Sell
9,016
-2,709
-23% -$923K 0.44% 46
2025
Q3 		$4M Sell
11,725
-136
-1% -$47.1K 0.59% 42
2025
Q2 		$4.21M Buy
11,861
+704
+6% +$245K 0.68% 39
2025
Q1 		$3.91M Buy
11,157
+2,315
+26% +$783K 0.74% 36
2024
Q4 		$2.79M Buy
8,842
+672
+8% +$202K 0.58% 36
2024
Q3 		$2.25M Buy
8,170
+1,171
+17% +$317K 0.51% 37
2024
Q2 		$1.84M Buy
6,999
+1,070
+18% +$293K 0.48% 34
2024
Q1 		$1.65M Buy
5,929
+1,812
+44% +$500K 0.47% 32
2023
Q4 		$1.07M Buy
4,117
+1,033
+33% +$255K 0.35% 32
2023
Q3 		$709K Buy
3,084
+1,027
+50% +$247K 0.3% 38
2023
Q2 		$488K Buy
2,057
+424
+26% +$97K 0.21% 36
2023
Q1 		$368K Buy
1,633
+168
+11% +$37.4K 0.18% 34
2022
Q4 		$304K Buy
+1,465
New +$295K 0.16% 42

Other funds holding V

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Troy Asset Management
Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Unique Wealth's V Position: Q3 2026 in Review

Unique Wealth reduced its Visa (V) stake by 12% in Q3 2026, selling an estimated $186K and leaving 3,579 shares worth $1.29M. The position accounts for 0.15% of the portfolio, ranked #83.

Unique Wealth first reported a position in V in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.21M in Q2 2025. 2,026 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Unique Wealth held 3,579 shares of Visa worth $1.29M as of Q3 2026.
  • Unique Wealth sold 510 Visa shares in Q3 2026, an estimated $186K.
  • Visa made up 0.15% of Unique Wealth's portfolio in Q3 2026, its #83 holding.
  • Unique Wealth first reported a position in Visa in Q4 2022 and has held it in 16 quarters since.
  • Unique Wealth's Visa position peaked at $4.21M in Q2 2025.
  • 2,026 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.