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Waldron Private Wealth’s Visa V Stock Holding History

Waldron Private 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
Q2 		$3.22M Sell
9,396
-16
-0.2% -$5.14K 0.11% 76
2026
Q1 		$2.84M Buy
9,412
+156
+2% +$50.2K 0.11% 82
2025
Q4 		$3.25M Sell
9,256
-69
-0.7% -$23.5K 0.13% 71
2025
Q3 		$3.18M Buy
9,325
+258
+3% +$89.3K 0.13% 75
2025
Q2 		$3.22M Sell
9,067
-149
-2% -$51.9K 0.14% 71
2025
Q1 		$3.23M Sell
9,216
-10,136
-52% -$3.43M 0.15% 69
2024
Q4 		$6.12M Buy
19,352
+186
+1% +$55.9K 0.25% 55
2024
Q3 		$5.27M Sell
19,166
-45
-0.2% -$12.2K 0.22% 62
2024
Q2 		$5.04M Sell
19,211
-470
-2% -$129K 0.23% 60
2024
Q1 		$5.49M Buy
19,681
+307
+2% +$84.8K 0.25% 56
2023
Q4 		$5.04M Sell
19,374
-4
-0% -$986 0.24% 53
2023
Q3 		$4.46M Sell
19,378
-297
-2% -$71.4K 0.23% 56
2023
Q2 		$4.67M Sell
19,675
-2,056
-9% -$471K 0.23% 52
2023
Q1 		$4.9M Buy
21,731
+2,416
+13% +$538K 0.24% 57
2022
Q4 		$3.43M Hold
19,315
– – 0.21% 73
2022
Q3 		$3.43M Sell
19,315
-1,116
-5% -$227K 0.21% 73
2022
Q2 		$4.02M Buy
20,431
+1,211
+6% +$250K 0.23% 64
2022
Q1 		$4.26M Buy
19,220
+1,368
+8% +$296K 0.22% 72
2021
Q4 		$3.87M Sell
17,852
-56
-0.3% -$12K 0.19% 75
2021
Q3 		$3.99M Buy
17,908
+2,227
+14% +$522K 0.23% 64
2021
Q2 		$3.67M Sell
15,681
-483
-3% -$110K 0.23% 65
2021
Q1 		$3.42M Buy
16,164
+272
+2% +$57.3K 0.24% 64
2020
Q4 		$3.48M Sell
15,892
-111
-0.7% -$22.7K 0.26% 59
2020
Q3 		$3.2M Buy
16,003
+933
+6% +$186K 0.27% 54
2020
Q2 		$2.91M Sell
15,070
-2,973
-16% -$543K 0.26% 58
2020
Q1 		$2.91M Buy
18,043
+4,756
+36% +$896K 0.31% 57
2019
Q4 		$2.5M Buy
13,287
+185
+1% +$33.3K 0.22% 63
2019
Q3 		$2.25M Buy
13,102
+946
+8% +$168K 0.23% 64
2019
Q2 		$2.11M Sell
12,156
-838
-6% -$137K 0.22% 50
2019
Q1 		$2.03M Buy
12,994
+3,948
+44% +$569K 0.23% 52
2018
Q4 		$1.19M Buy
9,046
+1,325
+17% +$183K 0.17% 61
2018
Q3 		$1.16M Buy
7,721
+287
+4% +$40.8K 0.23% 45
2018
Q2 		$984K Buy
7,434
+7
+0.1% +$901 0.21% 49
2018
Q1 		$888K Buy
7,427
+530
+8% +$64.2K 0.2% 49
2017
Q4 		$786K Buy
6,897
+462
+7% +$51K 0.19% 51
2017
Q3 		$677K Buy
6,435
+978
+18% +$99.2K 0.19% 56
2017
Q2 		$511K Sell
5,457
-3,494
-39% -$324K 0.16% 55
2017
Q1 		$791K Buy
8,951
+3,412
+62% +$294K 0.2% 69
2016
Q4 		$432K Sell
5,539
-200
-3% -$16.1K 0.15% 65
2016
Q3 		$473K Sell
5,739
-1,430
-20% -$114K 0.17% 59
2016
Q2 		$531K Sell
7,169
-3,880
-35% -$304K 0.2% 60
2016
Q1 		$850K Buy
11,049
+5,610
+103% +$408K 0.32% 39
2015
Q4 		$421K Sell
5,439
-250
-4% -$19.4K 0.16% 75
2015
Q3 		$396K Sell
5,689
-767
-12% -$54.8K 0.17% 58
2015
Q2 		$469K Sell
6,456
-744
-10% -$50.4K 0.19% 46
2015
Q1 		$471K Sell
7,200
-1,836
-20% -$121K 0.19% 39
2014
Q4 		$592K Buy
9,036
+608
+7% +$36.6K 0.25% 36
2014
Q3 		$449K Sell
8,428
-504
-6% -$27.1K 0.21% 39
2014
Q2 		$471K Sell
8,932
-212
-2% -$11.1K 0.22% 42
2014
Q1 		$493K Buy
9,144
+348
+4% +$19.3K 0.24% 40
2013
Q4 		$490K Buy
+8,796
New +$443K 0.22% 41

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

Waldron Private Wealth's V Position: Q2 2026 in Review

Waldron Private Wealth reduced its Visa (V) stake by 0.17% in Q2 2026, selling an estimated $5.14K and leaving 9,396 shares worth $3.22M. The position accounts for 0.11% of the portfolio, ranked #76.

Waldron Private Wealth first reported a position in V in Q4 2013 and has held it in 51 quarters since. The position peaked at $6.12M in Q4 2024. 930 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Waldron Private Wealth held 9,396 shares of Visa worth $3.22M as of Q2 2026.
  • Waldron Private Wealth sold 16 Visa shares in Q2 2026, an estimated $5.14K.
  • Visa made up 0.11% of Waldron Private Wealth's portfolio in Q2 2026, its #76 holding.
  • Waldron Private Wealth first reported a position in Visa in Q4 2013 and has held it in 51 quarters since.
  • Waldron Private Wealth's Visa position peaked at $6.12M in Q4 2024.
  • 930 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.