WWM
V icon

Waterway Wealth Management’s Visa V Stock Holding History

Waterway 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
Q2 		$1.5M Sell
4,383
-125
-3% -$40.1K 0.31% 42
2026
Q1 		$1.36M Sell
4,508
-943
-17% -$303K 0.3% 35
2025
Q4 		$1.91M Sell
5,451
-708
-11% -$241K 0.43% 26
2025
Q3 		$2.1M Buy
6,159
+1,510
+32% +$523K 0.5% 25
2025
Q2 		$1.65M Buy
4,649
+3,825
+464% +$1.33M 0.5% 22
2025
Q1 		$289K Buy
824
+91
+12% +$30.8K 0.12% 65
2024
Q4 		$232K Buy
+733
New +$220K 0.1% 70

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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Waterway Wealth Management's V Position: Q2 2026 in Review

Waterway Wealth Management reduced its Visa (V) stake by 2.8% in Q2 2026, selling an estimated $40.1K and leaving 4,383 shares worth $1.5M. The position accounts for 0.31% of the portfolio, ranked #42.

Waterway Wealth Management first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.1M in Q3 2025. 1,197 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Waterway Wealth Management held 4,383 shares of Visa worth $1.5M as of Q2 2026.
  • Waterway Wealth Management sold 125 Visa shares in Q2 2026, an estimated $40.1K.
  • Visa made up 0.31% of Waterway Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Waterway Wealth Management first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
  • Waterway Wealth Management's Visa position peaked at $2.1M in Q3 2025.
  • 1,197 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Waterway Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.