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RAFFA WEALTH MANAGEMENT, LLC’s Visa V Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$314K Buy
914
+114
+14% +$36.6K 0.04% 75
2026
Q1 		$242K Buy
800
+241
+43% +$77.5K 0.04% 80
2025
Q4 		$196K Sell
559
-270
-33% -$92K 0.03% 92
2025
Q3 		$283K Buy
829
+14
+2% +$4.84K 0.05% 78
2025
Q2 		$289K Buy
815
+300
+58% +$105K 0.06% 75
2025
Q1 		$180K Sell
515
-1
-0.2% -$338 0.04% 83
2024
Q4 		$163K Sell
516
-4
-0.8% -$1.2K 0.04% 86
2024
Q3 		$143K Buy
520
+31
+6% +$8.38K 0.03% 90
2024
Q2 		$128K Hold
489
– – 0.04% 118
2024
Q1 		$136K Sell
489
-2
-0.4% -$552 0.04% 109
2023
Q4 		$128K Sell
491
-308
-39% -$75.9K 0.04% 89
2023
Q3 		$184K Hold
799
– – 0.06% 69
2023
Q2 		$190K Hold
799
– – 0.06% 65
2023
Q1 		$180K Hold
799
– – 0.07% 69
2022
Q4 		$166K Sell
799
-4
-0.5% -$807 0.07% 61
2022
Q3 		$143K Buy
803
+46
+6% +$9.36K 0.06% 68
2022
Q2 		$149K Buy
757
+4
+0.5% +$827 0.07% 67
2022
Q1 		$167K Buy
753
+5
+0.7% +$1.08K 0.06% 64
2021
Q4 		$162K Hold
748
– – 0.05% 68
2021
Q3 		$167K Hold
748
– – 0.06% 55
2021
Q2 		$175K Sell
748
-1,394
-65% -$319K 0.06% 52
2021
Q1 		$454K Sell
2,142
-69
-3% -$14.5K 0.16% 33
2020
Q4 		$484K Sell
2,211
-37
-2% -$7.57K 0.17% 28
2020
Q3 		$450K Buy
2,248
+6
+0.3% +$1.2K 0.17% 28
2020
Q2 		$433K Hold
2,242
– – 0.17% 28
2020
Q1 		$361K Sell
2,242
-1,812
-45% -$341K 0.13% 31
2019
Q4 		$762K Hold
4,054
– – 0.27% 23
2019
Q3 		$697K Buy
+4,054
New +$722K 0.25% 23
2019
Q2 		– Sell
-4,949
Closed -$773K – 1356
2019
Q1 		$773K Buy
4,949
+1,821
+58% +$262K 0.31% 19
2018
Q4 		$413K Sell
3,128
-2,553
-45% -$353K 0.16% 40
2018
Q3 		$853K Buy
5,681
+1,821
+47% +$259K 0.3% 29
2018
Q2 		$511K Sell
3,860
-2,832
-42% -$364K 0.19% 35
2018
Q1 		$800K Sell
6,692
-356
-5% -$43.1K 0.29% 24
2017
Q4 		$804K Sell
7,048
-316
-4% -$34.9K 0.31% 28
2017
Q3 		$775K Hold
7,364
– – 0.32% 24
2017
Q2 		$691K Hold
7,364
– – 0.3% 28
2017
Q1 		$654K Sell
7,364
-40
-0.5% -$3.44K 0.32% 18
2016
Q4 		$578K Buy
7,404
+200
+3% +$16.1K 0.3% 20
2016
Q3 		$596K Hold
7,204
– – 0.32% 19
2016
Q2 		$534K Hold
7,204
– – 0.3% 20
2016
Q1 		$551K Hold
7,204
– – 0.32% 21
2015
Q4 		$559K Buy
7,204
+200
+3% +$15.5K 0.33% 21
2015
Q3 		$488K Buy
7,004
+600
+9% +$42.8K 0.29% 21
2015
Q2 		$430K Hold
6,404
– – 0.26% 23
2015
Q1 		$419K Sell
6,404
-1,748
-21% -$116K 0.25% 23
2014
Q4 		$534K Buy
8,152
+100
+1% +$6.02K 0.32% 18
2014
Q3 		$430K Buy
8,052
+40
+0.5% +$2.15K 0.32% 22
2014
Q2 		$422K Buy
8,012
+632
+9% +$33K 0.32% 23
2014
Q1 		$398K Sell
7,380
-772
-9% -$42.9K 0.32% 25
2013
Q4 		$534K Buy
+8,152
New +$411K 0.32% 18

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's V Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Visa (V) stake by 14% in Q2 2026, buying an estimated $36.6K and bringing the position to 914 shares worth $314K. The position accounts for 0.04% of the portfolio, ranked #75.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in V in Q4 2013 and has held it in 50 quarters since. The position peaked at $853K in Q3 2018. 1,652 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 914 shares of Visa worth $314K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 114 Visa shares in Q2 2026, an estimated $36.6K.
  • Visa made up 0.04% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #75 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Visa in Q4 2013 and has held it in 50 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Visa position peaked at $853K in Q3 2018.
  • 1,652 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.