WG
V icon

Wealth Group’s Visa V Stock Holding History

Wealth Group’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 		$5.72M Buy
16,663
+13,742
+470% +$4.41M 1.43% 17
2026
Q1 		$883K Buy
2,921
+169
+6% +$54.3K 0.82% 35
2025
Q4 		$965K Buy
+2,752
New +$938K 0.94% 32
2025
Q2 		$1.03M Sell
2,889
-1,726
-37% -$602K 1.02% 29
2025
Q1 		$1.62M Buy
4,615
+85
+2% +$28.8K 1.05% 24
2024
Q4 		$1.43M Buy
4,530
+56
+1% +$16.8K 0.93% 23
2024
Q3 		$1.23M Buy
4,474
+133
+3% +$36K 0.83% 29
2024
Q2 		$1.14M Sell
4,341
-11
-0.3% -$3.02K 0.82% 29
2024
Q1 		$1.22M Buy
+4,352
New +$1.2M 0.92% 28

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
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
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

Wealth Group's V Position: Q2 2026 in Review

Wealth Group increased its Visa (V) stake by 470% in Q2 2026, buying an estimated $4.41M and bringing the position to 16,663 shares worth $5.72M. The position accounts for 1.43% of the portfolio, ranked #17.

Wealth Group first reported a position in V in Q1 2024 and has held it in 9 quarters since. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Wealth Group held 16,663 shares of Visa worth $5.72M as of Q2 2026.
  • Wealth Group bought 13,742 Visa shares in Q2 2026, an estimated $4.41M.
  • Visa made up 1.43% of Wealth Group's portfolio in Q2 2026, its #17 holding.
  • Wealth Group first reported a position in Visa in Q1 2024 and has held it in 9 quarters since.
  • 1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.