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West Wealth Group’s Visa V Stock Holding History

West 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
Q3 		$387K Buy
1,077
+114
+12% +$41.7K 0.06% 103
2026
Q2 		$330K Buy
963
+179
+23% +$57.5K 0.05% 113
2026
Q1 		$237K Buy
784
+46
+6% +$14.8K 0.05% 119
2025
Q4 		$259K Sell
738
-41
-5% -$14K 0.05% 105
2025
Q3 		$269K Buy
+779
New +$270K 0.06% 101

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

West Wealth Group's V Position: Q3 2026 in Review

West Wealth Group increased its Visa (V) stake by 12% in Q3 2026, buying an estimated $41.7K and bringing the position to 1,077 shares worth $387K. The position accounts for 0.06% of the portfolio, ranked #103.

West Wealth Group first reported a position in V in Q3 2025 and has held it in 5 quarters since. 683 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • West Wealth Group held 1,077 shares of Visa worth $387K as of Q3 2026.
  • West Wealth Group bought 114 Visa shares in Q3 2026, an estimated $41.7K.
  • Visa made up 0.06% of West Wealth Group's portfolio in Q3 2026, its #103 holding.
  • West Wealth Group first reported a position in Visa in Q3 2025 and has held it in 5 quarters since.
  • 683 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.