WRPWM
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Werba Rubin Papier Wealth Management’s Visa V Stock Holding History

Werba Rubin Papier 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 		$2.47M Buy
7,194
+105
+1% +$33.7K 0.3% 50
2026
Q1 		$2.14M Buy
7,089
+119
+2% +$38.3K 0.3% 50
2025
Q4 		$2.44M Buy
6,970
+421
+6% +$143K 0.66% 32
2025
Q3 		$2.24M Sell
6,549
-51
-0.8% -$17.7K 0.36% 46
2025
Q2 		$2.34M Buy
6,600
+594
+10% +$207K 0.44% 42
2025
Q1 		$2.1M Buy
6,006
+75
+1% +$25.4K 0.46% 39
2024
Q4 		$1.87M Sell
5,931
-350
-6% -$105K 0.44% 40
2024
Q3 		$1.73M Buy
6,281
+20
+0.3% +$5.41K 0.41% 41
2024
Q2 		$1.64M Buy
6,261
+1,343
+27% +$368K 0.45% 36
2024
Q1 		$1.37M Buy
4,918
+140
+3% +$38.7K 0.4% 37
2023
Q4 		$1.24M Buy
4,778
+810
+20% +$200K 0.42% 29
2023
Q3 		$913K Sell
3,968
-206
-5% -$49.5K 0.32% 42
2023
Q2 		$991K Buy
4,174
+106
+3% +$24.3K 0.34% 36
2023
Q1 		$917K Buy
4,068
+6
+0.1% +$1.33K 0.36% 37
2022
Q4 		$844K Buy
+4,062
New +$819K 0.35% 32

Other funds holding V

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Werba Rubin Papier Wealth Management's V Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its Visa (V) stake by 1.5% in Q2 2026, buying an estimated $33.7K and bringing the position to 7,194 shares worth $2.47M. The position accounts for 0.3% of the portfolio, ranked #50.

Werba Rubin Papier Wealth Management first reported a position in V in Q4 2022 and has held it in 15 quarters since. 2,311 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 7,194 shares of Visa worth $2.47M as of Q2 2026.
  • Werba Rubin Papier Wealth Management bought 105 Visa shares in Q2 2026, an estimated $33.7K.
  • Visa made up 0.3% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Visa in Q4 2022 and has held it in 15 quarters since.
  • 2,311 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.