Wilson Asset Management
V icon

Wilson Asset Management’s Visa V Stock Holding History

Wilson Asset 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
Q3 		$10.5M Sell
29,286
-15,641
-35% -$5.72M 3% 11
2026
Q2 		$15.4M Buy
44,927
+1,055
+2% +$339K 4.23% 7
2026
Q1 		$13.3M Sell
43,872
-12,303
-22% -$3.96M 3.75% 11
2025
Q4 		$19.7M Hold
56,175
– – 5.06% 7
2025
Q3 		$19.2M Sell
56,175
-13,899
-20% -$4.81M 4.75% 7
2025
Q2 		$24.9M Sell
70,074
-3,228
-4% -$1.13M 6.12% 3
2025
Q1 		$25.7M Sell
73,302
-5,386
-7% -$1.82M 6.87% 1
2024
Q4 		$24.9M Sell
78,688
-5,605
-7% -$1.69M 6.45% 1
2024
Q3 		$23.2M Hold
84,293
– – 5.62% 5
2024
Q2 		$22.1M Hold
84,293
– – 5.8% 5
2024
Q1 		$23.5M Sell
84,293
-17,997
-18% -$4.97M 6.07% 4
2023
Q4 		$26.6M Sell
102,290
-3,864
-4% -$952K 7.43% 3
2023
Q3 		$24.6M Sell
106,154
-4,223
-4% -$1.02M 7.06% 3
2023
Q2 		$26.2M Sell
110,377
-7,652
-6% -$1.75M 7.15% 2
2023
Q1 		$26.6M Hold
118,029
– – 7.38% 1
2022
Q4 		$24.5M Sell
118,029
-5,459
-4% -$1.1M 7.45% 1
2022
Q3 		$21.9M Hold
123,488
– – 7.39% 1
2022
Q2 		$24.3M Hold
123,488
– – 7.25% 3
2022
Q1 		$27.4M Buy
+123,488
New +$26.7M 6.83% 2

Other funds holding V

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Wilson Asset Management's V Position: Q3 2026 in Review

Wilson Asset Management reduced its Visa (V) stake by 35% in Q3 2026, selling an estimated $5.72M and leaving 29,286 shares worth $10.5M. The position accounts for 3% of the portfolio, ranked #11.

Wilson Asset Management first reported a position in V in Q1 2022 and has held it in 19 quarters since. The position peaked at $27.4M in Q1 2022. 2,981 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Wilson Asset Management held 29,286 shares of Visa worth $10.5M as of Q3 2026.
  • Wilson Asset Management sold 15,641 Visa shares in Q3 2026, an estimated $5.72M.
  • Visa made up 3% of Wilson Asset Management's portfolio in Q3 2026, its #11 holding.
  • Wilson Asset Management first reported a position in Visa in Q1 2022 and has held it in 19 quarters since.
  • Wilson Asset Management's Visa position peaked at $27.4M in Q1 2022.
  • 2,981 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Wilson Asset Management's 13F filing for Q3 2026, filed 26 Oct 2026.