Verus Wealth Management
V icon

Verus Wealth Management’s Visa V Stock Holding History

Verus Wealth 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 		– Sell
-588
Closed -$202K – 74
2026
Q2 		$202K Buy
+588
New +$189K 0.17% 57
2026
Q1 		– Sell
-588
Closed -$206K – 50
2025
Q4 		$206K Sell
588
-197
-25% -$67.1K 0.19% 50
2025
Q3 		$268K Hold
785
– – 0.25% 51
2025
Q2 		$279K Buy
785
+3
+0.4% +$1.05K 0.28% 46
2025
Q1 		$274K Hold
782
– – 0.3% 45
2024
Q4 		$247K Buy
+782
New +$235K 0.28% 50

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

Verus Wealth Management's V Position: Q3 2026 in Review

Verus Wealth Management sold out of Visa (V) in Q3 2026, closing a stake of 588 shares — an estimated $202K sold.

Verus Wealth Management first reported a position in V in Q4 2024 and held it in 6 quarters. The position peaked at $279K in Q2 2025. 1,234 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Verus Wealth Management reported no remaining Visa position as of Q3 2026 after selling out during the quarter.
  • Verus Wealth Management sold 588 Visa shares in Q3 2026, an estimated $202K.
  • Verus Wealth Management first reported a position in Visa in Q4 2024 and held it in 6 quarters.
  • Verus Wealth Management's Visa position peaked at $279K in Q2 2025.
  • 1,234 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Verus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.