Valley Wealth Managers
V icon

Valley Wealth Managers’s Visa V Stock Holding History

Valley Wealth Managers’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 		$2.54M Buy
7,073
+101
+1% +$36.9K 0.14% 112
2026
Q2 		$2.39M Buy
6,972
+314
+5% +$101K 0.14% 115
2026
Q1 		$2.01M Sell
6,658
-424
-6% -$136K 0.13% 117
2025
Q4 		$2.48M Buy
7,082
+1,160
+20% +$395K 0.16% 114
2025
Q3 		$2.02M Buy
5,922
+1,356
+30% +$469K 0.13% 111
2025
Q2 		$1.62M Sell
4,566
-797
-15% -$278K 0.12% 118
2025
Q1 		$1.88M Buy
5,363
+346
+7% +$117K 0.14% 112
2024
Q4 		$1.59M Buy
5,017
+564
+13% +$170K 0.12% 116
2024
Q3 		$1.22M Buy
4,453
+1,793
+67% +$485K 0.09% 125
2024
Q2 		$698K Buy
2,660
+712
+37% +$195K 0.06% 143
2024
Q1 		$544K Buy
1,948
+553
+40% +$153K 0.04% 143
2023
Q4 		$363K Buy
1,395
+160
+13% +$39.4K 0.03% 153
2023
Q3 		$284K Buy
1,235
+54
+5% +$13K 0.02% 162
2023
Q2 		$280K Sell
1,181
-1,376
-54% -$315K 0.03% 139
2023
Q1 		$577K Buy
2,557
+1,303
+104% +$290K 0.05% 121
2022
Q4 		$261K Buy
1,254
+22
+2% +$4.44K 0.02% 144
2022
Q3 		$219K Buy
1,232
+109
+10% +$22.2K 0.02% 159
2022
Q2 		$221K Sell
1,123
-275
-20% -$56.8K 0.02% 175
2022
Q1 		$310K Buy
1,398
+61
+5% +$13.2K 0.03% 156
2021
Q4 		$290K Buy
1,337
+192
+17% +$41.2K 0.02% 170
2021
Q3 		$255K Buy
+1,145
New +$268K 0.02% 168

Other funds holding V

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 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

Valley Wealth Managers's V Position: Q3 2026 in Review

Valley Wealth Managers increased its Visa (V) stake by 1.4% in Q3 2026, buying an estimated $36.9K and bringing the position to 7,073 shares worth $2.54M. The position accounts for 0.14% of the portfolio, ranked #112.

Valley Wealth Managers first reported a position in V in Q3 2021 and has held it in 21 quarters since. 1,234 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Valley Wealth Managers held 7,073 shares of Visa worth $2.54M as of Q3 2026.
  • Valley Wealth Managers bought 101 Visa shares in Q3 2026, an estimated $36.9K.
  • Visa made up 0.14% of Valley Wealth Managers's portfolio in Q3 2026, its #112 holding.
  • Valley Wealth Managers first reported a position in Visa in Q3 2021 and has held it in 21 quarters since.
  • 1,234 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.