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WealthBridge Investment Counsel’s Visa V Stock Holding History

WealthBridge Investment Counsel’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 		$13.8M Buy
40,152
+300
+0.8% +$96.3K 3.68% 10
2026
Q1 		$12M Buy
39,852
+170
+0.4% +$54.7K 3.68% 7
2025
Q4 		$13.9M Buy
39,682
+505
+1% +$172K 4.18% 5
2025
Q3 		$13.4M Sell
39,177
-125
-0.3% -$43.3K 4.12% 4
2025
Q2 		$14M Buy
39,302
+128
+0.3% +$44.6K 4.52% 4
2025
Q1 		$13.7M Sell
39,174
-5
-0% -$1.69K 5% 2
2024
Q4 		$12.4M Sell
39,179
-575
-1% -$173K 4.54% 4
2024
Q3 		$10.9M Sell
39,754
-33
-0.1% -$8.92K 3.88% 5
2024
Q2 		$10.4M Sell
39,787
-450
-1% -$123K 3.99% 6
2024
Q1 		$11.2M Sell
40,237
-140
-0.3% -$38.7K 4.17% 3
2023
Q4 		$10.5M Sell
40,377
-992
-2% -$245K 4.2% 3
2023
Q3 		$9.52M Sell
41,369
-110
-0.3% -$26.4K 4.15% 3
2023
Q2 		$9.85M Sell
41,479
-1,100
-3% -$252K 4.15% 6
2023
Q1 		$9.6M Sell
42,579
-1,500
-3% -$334K 4.25% 5
2022
Q4 		$9.16M Buy
44,079
+1,073
+2% +$216K 4.01% 5
2022
Q3 		$7.64M Buy
43,006
+629
+1% +$128K 4.02% 8
2022
Q2 		$8.34M Sell
42,377
-190
-0.4% -$39.3K 4.23% 4
2022
Q1 		$9.44M Buy
42,567
+900
+2% +$195K 4.17% 5
2021
Q4 		$9.03M Buy
41,667
+150
+0.4% +$32.2K 3.83% 7
2021
Q3 		$9.25M Buy
41,517
+293
+0.7% +$68.7K 4.16% 7
2021
Q2 		$9.64M Buy
41,224
+2,232
+6% +$510K 4.27% 6
2021
Q1 		$8.26M Buy
38,992
+760
+2% +$160K 4.04% 8
2020
Q4 		$8.36M Sell
38,232
-275
-0.7% -$56.3K 4.37% 6
2020
Q3 		$7.7M Sell
38,507
-55
-0.1% -$11K 4.69% 4
2020
Q2 		$7.45M Buy
38,562
+2,025
+6% +$370K 4.95% 4
2020
Q1 		$5.89M Sell
36,537
-4,185
-10% -$788K 5% 6
2019
Q4 		$7.65M Buy
+40,722
New +$7.34M 4.34% 6

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

WealthBridge Investment Counsel's V Position: Q2 2026 in Review

WealthBridge Investment Counsel increased its Visa (V) stake by 0.75% in Q2 2026, buying an estimated $96.3K and bringing the position to 40,152 shares worth $13.8M. The position accounts for 3.68% of the portfolio, ranked #10.

WealthBridge Investment Counsel first reported a position in V in Q4 2019 and has held it in 27 quarters since. The position peaked at $14M in Q2 2025. 2,201 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • WealthBridge Investment Counsel held 40,152 shares of Visa worth $13.8M as of Q2 2026.
  • WealthBridge Investment Counsel bought 300 Visa shares in Q2 2026, an estimated $96.3K.
  • Visa made up 3.68% of WealthBridge Investment Counsel's portfolio in Q2 2026, its #10 holding.
  • WealthBridge Investment Counsel first reported a position in Visa in Q4 2019 and has held it in 27 quarters since.
  • WealthBridge Investment Counsel's Visa position peaked at $14M in Q2 2025.
  • 2,201 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on WealthBridge Investment Counsel's 13F filing for Q2 2026, filed 15 Jul 2026.