Wilkins Miller Wealth Management’s Visa V Stock Holding History

Wilkins Miller 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	$204K	Sell	594 -117	-16%	-$37.6K	0.11%	94
2026 Q1	$215K	Buy	711 +1	+0.1%	+$322	0.13%	88
2025 Q4	$249K	Buy	710 +1	+0.1%	+$341	0.15%	80
2025 Q3	$242K	Buy	709 +6	+0.9%	+$2.08K	0.15%	85
2025 Q2	$250K	Sell	703 -138	-16%	-$48.1K	0.17%	79
2025 Q1	$295K	Hold	841	–	–	0.22%	70
2024 Q4	$266K	Buy	+841	New	+$253K	0.28%	58

Other funds holding V

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wilkins Miller Wealth Management's V Position: Q2 2026 in Review

Wilkins Miller Wealth Management reduced its Visa (V) stake by 16% in Q2 2026, selling an estimated $37.6K and leaving 594 shares worth $204K. The position accounts for 0.11% of the portfolio, ranked #94.

Wilkins Miller Wealth Management first reported a position in V in Q4 2024 and has held it in 7 quarters since. The position peaked at $295K in Q1 2025. 1,347 funds tracked by Wall St. Rank hold V as of Q2 2026.

Wilkins Miller Wealth Management held 594 shares of Visa worth $204K as of Q2 2026.
Wilkins Miller Wealth Management sold 117 Visa shares in Q2 2026, an estimated $37.6K.
Visa made up 0.11% of Wilkins Miller Wealth Management's portfolio in Q2 2026, its #94 holding.
Wilkins Miller Wealth Management first reported a position in Visa in Q4 2024 and has held it in 7 quarters since.
Wilkins Miller Wealth Management's Visa position peaked at $295K in Q1 2025.
1,347 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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