WD Rutherford
V icon

WD Rutherford’s Visa V Stock Holding History

WD Rutherford’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 		$5.07M Sell
14,110
-610
-4% -$223K 1.93% 17
2026
Q2 		$5.05M Sell
14,720
-232
-2% -$74.5K 1.83% 21
2026
Q1 		$4.52M Sell
14,952
-418
-3% -$134K 2.01% 21
2025
Q4 		$5.39M Buy
15,370
+298
+2% +$102K 2.25% 12
2025
Q3 		$5.15M Buy
15,072
+70
+0.5% +$24.2K 2.19% 13
2025
Q2 		$5.33M Sell
15,002
-497
-3% -$173K 2.45% 10
2025
Q1 		$5.2M Sell
15,499
-229
-1% -$77.5K 2.77% 9
2024
Q4 		$4.97M Sell
15,728
-309
-2% -$92.9K 2.36% 11
2024
Q3 		$4.41M Buy
16,037
+408
+3% +$110K 2.15% 15
2024
Q2 		$4.1M Buy
15,629
+130
+0.8% +$35.6K 2.06% 14
2024
Q1 		$4.33M Sell
15,499
-113
-0.7% -$31.2K 2.24% 12
2023
Q4 		$4.23M Sell
15,612
-140
-0.9% -$34.5K 2.46% 12
2023
Q3 		$3.62M Sell
15,752
-1,223
-7% -$294K 2.48% 11
2023
Q2 		$4.03M Sell
16,975
-135
-0.8% -$30.9K 2.58% 10
2023
Q1 		$3.86M Sell
17,110
-855
-5% -$190K 2.72% 7
2022
Q4 		$3.73M Sell
17,965
-260
-1% -$52.4K 2.93% 7
2022
Q3 		$3.24M Sell
18,225
-335
-2% -$68.2K 2.6% 10
2022
Q2 		$3.65M Buy
18,560
+55
+0.3% +$11.4K 2.82% 9
2022
Q1 		$4.1M Buy
18,505
+280
+2% +$60.6K 2.34% 13
2021
Q4 		$3.95M Sell
18,225
-335
-2% -$71.9K 2% 19
2021
Q3 		$4.13M Buy
18,560
+255
+1% +$59.8K 2.25% 19
2021
Q2 		$4.28M Buy
18,305
+120
+0.7% +$27.4K 2.38% 17
2021
Q1 		$3.85M Sell
18,185
-1,325
-7% -$279K 2.39% 18
2020
Q4 		$4.27M Buy
+19,510
New +$3.99M 2.7% 15

Other funds holding V

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

WD Rutherford's V Position: Q3 2026 in Review

WD Rutherford reduced its Visa (V) stake by 4.1% in Q3 2026, selling an estimated $223K and leaving 14,110 shares worth $5.07M. The position accounts for 1.93% of the portfolio, ranked #17.

WD Rutherford first reported a position in V in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.39M in Q4 2025. 2,193 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • WD Rutherford held 14,110 shares of Visa worth $5.07M as of Q3 2026.
  • WD Rutherford sold 610 Visa shares in Q3 2026, an estimated $223K.
  • Visa made up 1.93% of WD Rutherford's portfolio in Q3 2026, its #17 holding.
  • WD Rutherford first reported a position in Visa in Q4 2020 and has held it in 24 quarters since.
  • WD Rutherford's Visa position peaked at $5.39M in Q4 2025.
  • 2,193 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on WD Rutherford's 13F filing for Q3 2026, filed 26 Oct 2026.