WMA
V icon

Wealth Management Associates’s Visa V Stock Holding History

Wealth Management Associates’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 		$902K Sell
2,628
-200
-7% -$64.2K 0.25% 71
2026
Q1 		$855K Sell
2,828
-364
-11% -$117K 0.3% 72
2025
Q4 		$1.12M Sell
3,192
-70
-2% -$23.8K 0.39% 59
2025
Q3 		$1.11M Sell
3,262
-4
-0.1% -$1.38K 0.4% 56
2025
Q2 		$1.16M Buy
3,266
+224
+7% +$78.1K 0.45% 49
2025
Q1 		$1.07M Buy
3,042
+109
+4% +$36.9K 0.46% 51
2024
Q4 		$927K Sell
2,933
-222
-7% -$66.8K 0.4% 56
2024
Q3 		$868K Sell
3,155
-462
-13% -$125K 0.38% 59
2024
Q2 		$949K Hold
3,617
– – 0.45% 52
2024
Q1 		$949K Sell
3,617
-160
-4% -$44.2K 0.45% 52
2023
Q4 		$983K Hold
3,777
– – 0.52% 46
2023
Q3 		$869K Buy
3,777
+84
+2% +$20.2K 0.51% 46
2023
Q2 		$877K Buy
3,693
+595
+19% +$136K 0.5% 46
2023
Q1 		$699K Sell
3,098
-100
-3% -$22.3K 0.43% 58
2022
Q4 		$664K Sell
3,198
-338
-10% -$68.2K 0.44% 57
2022
Q3 		$628K Buy
3,536
+225
+7% +$45.8K 0.44% 54
2022
Q2 		$652K Sell
3,311
-300
-8% -$62K 0.44% 49
2022
Q1 		$801K Sell
3,611
-596
-14% -$129K 0.45% 57
2021
Q4 		$912K Buy
4,207
+453
+12% +$97.2K 0.49% 47
2021
Q3 		$836K Sell
3,754
-1,581
-30% -$371K 0.49% 50
2021
Q2 		$1.25M Sell
5,335
-229
-4% -$52.4K 0.71% 31
2021
Q1 		$1.18M Buy
5,564
+20
+0.4% +$4.21K 0.75% 27
2020
Q4 		$1.21M Buy
5,544
+393
+8% +$80.4K 0.8% 26
2020
Q3 		$1.03M Hold
5,151
– – 0.8% 28
2020
Q2 		$995K Buy
5,151
+2,845
+123% +$520K 0.84% 27
2020
Q1 		$372K Sell
2,306
-6
-0.3% -$1.13K 0.38% 68
2019
Q4 		$434K Hold
2,312
– – 0.31% 78
2019
Q3 		$398K Buy
+2,312
New +$412K 0.32% 78

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Wealth Management Associates reduced its Visa (V) stake by 7.1% in Q2 2026, selling an estimated $64.2K and leaving 2,628 shares worth $902K. The position accounts for 0.25% of the portfolio, ranked #71.

Wealth Management Associates first reported a position in V in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.25M in Q2 2021. 2,190 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Wealth Management Associates held 2,628 shares of Visa worth $902K as of Q2 2026.
  • Wealth Management Associates sold 200 Visa shares in Q2 2026, an estimated $64.2K.
  • Visa made up 0.25% of Wealth Management Associates's portfolio in Q2 2026, its #71 holding.
  • Wealth Management Associates first reported a position in Visa in Q3 2019 and has held it in 28 quarters since.
  • Wealth Management Associates's Visa position peaked at $1.25M in Q2 2021.
  • 2,190 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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