Wiser Wealth Management
V icon

Wiser Wealth Management’s Visa V Stock Holding History

Wiser 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
Q3 		$609K Sell
1,694
-10
-0.6% -$3.66K 0.11% 40
2026
Q2 		$585K Buy
1,704
+441
+35% +$142K 0.11% 42
2026
Q1 		$382K Sell
1,263
-4
-0.3% -$1.29K 0.08% 47
2025
Q4 		$444K Buy
1,267
+26
+2% +$8.86K 0.1% 42
2025
Q3 		$424K Buy
1,241
+338
+37% +$117K 0.1% 41
2025
Q2 		$321K Buy
903
+118
+15% +$41.1K 0.08% 41
2025
Q1 		$275K Buy
785
+69
+10% +$23.3K 0.08% 41
2024
Q4 		$226K Buy
+716
New +$215K 0.06% 45

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Wiser Wealth Management's V Position: Q3 2026 in Review

Wiser Wealth Management reduced its Visa (V) stake by 0.59% in Q3 2026, selling an estimated $3.66K and leaving 1,694 shares worth $609K. The position accounts for 0.11% of the portfolio, ranked #40.

Wiser Wealth Management first reported a position in V in Q4 2024 and has held it in 8 quarters since. 1,472 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Wiser Wealth Management held 1,694 shares of Visa worth $609K as of Q3 2026.
  • Wiser Wealth Management sold 10 Visa shares in Q3 2026, an estimated $3.66K.
  • Visa made up 0.11% of Wiser Wealth Management's portfolio in Q3 2026, its #40 holding.
  • Wiser Wealth Management first reported a position in Visa in Q4 2024 and has held it in 8 quarters since.
  • 1,472 funds tracked by Wall St. Rank held Visa as of Q3 2026.

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