WP
V icon

Westmount Partners’s Visa V Stock Holding History

Westmount Partners’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 		$2.24M Buy
6,515
+111
+2% +$35.6K 0.49% 46
2026
Q1 		$1.94M Sell
6,404
-48
-0.7% -$15.4K 0.48% 47
2025
Q4 		$2.26M Sell
6,452
-133
-2% -$45.3K 0.56% 35
2025
Q3 		$2.29M Sell
6,585
-30
-0.5% -$10.4K 0.59% 37
2025
Q2 		$2.35M Buy
6,615
+35
+0.5% +$12.2K 0.65% 35
2025
Q1 		$2.31M Sell
6,580
-28
-0.4% -$9.47K 0.7% 30
2024
Q4 		$2.09M Sell
6,608
-477
-7% -$143K 0.63% 34
2024
Q3 		$1.95M Sell
7,085
-123
-2% -$33.3K 0.59% 37
2024
Q2 		$1.9M Buy
7,208
+1,414
+24% +$388K 0.63% 36
2024
Q1 		$1.62M Sell
5,794
-109
-2% -$30.1K 0.58% 37
2023
Q4 		$1.54M Sell
5,903
-135
-2% -$33.3K 0.63% 34
2023
Q3 		$1.39M Buy
6,038
+120
+2% +$28.8K 0.61% 36
2023
Q2 		$1.41M Sell
5,918
-40
-0.7% -$9.15K 0.61% 36
2023
Q1 		$1.34M Buy
5,958
+116
+2% +$25.8K 0.62% 33
2022
Q4 		$1.21M Buy
+5,842
New +$1.18M 0.63% 33

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return