World Equity Group
V icon

World Equity Group’s Visa V Stock Holding History

World Equity 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 		$671K Sell
1,866
-2,040
-52% -$746K 0.28% 76
2026
Q2 		$1.33M Buy
3,906
+95
+2% +$30.5K 0.3% 74
2026
Q1 		$1.15M Buy
3,811
+275
+8% +$88.4K 0.3% 74
2025
Q4 		$1.24M Sell
3,536
-2,775
-44% -$945K 0.35% 62
2025
Q3 		$2.15M Buy
6,311
+1,806
+40% +$625K 0.49% 40
2025
Q2 		$1.6M Sell
4,505
-2,552
-36% -$890K 0.44% 48
2025
Q1 		$2.44M Sell
7,057
-1,581
-18% -$535K 0.7% 33
2024
Q4 		$2.73M Buy
8,638
+4,533
+110% +$1.36M 0.59% 41
2024
Q3 		$1.13M Sell
4,105
-10,844
-73% -$2.93M 0.41% 61
2024
Q2 		$3.92M Sell
14,949
-49
-0.3% -$13.4K 1.17% 18
2024
Q1 		$4.19M Sell
14,998
-3,606
-19% -$996K 0.86% 21
2023
Q4 		$4.84M Sell
18,604
-1,480
-7% -$365K 0.97% 17
2023
Q3 		$4.62M Sell
20,084
-461
-2% -$111K 0.96% 19
2023
Q2 		$4.88M Sell
20,545
-49,062
-70% -$11.2M 1.44% 9
2023
Q1 		$15.7M Buy
69,607
+50,121
+257% +$11.2M 2.34% 3
2022
Q4 		$4.05M Sell
19,486
-101
-0.5% -$20.4K 0.96% 24
2022
Q3 		$3.48M Sell
19,587
-1,573
-7% -$320K 0.88% 24
2022
Q2 		$4.17M Buy
21,160
+5,007
+31% +$1.03M 1.05% 14
2022
Q1 		$3.58M Buy
+16,153
New +$3.49M 0.77% 23

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
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
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

World Equity Group's V Position: Q3 2026 in Review

World Equity Group reduced its Visa (V) stake by 52% in Q3 2026, selling an estimated $746K and leaving 1,866 shares worth $671K. The position accounts for 0.28% of the portfolio, ranked #76.

World Equity Group first reported a position in V in Q1 2022 and has held it in 19 quarters since. The position peaked at $15.7M in Q1 2023. 1,162 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • World Equity Group held 1,866 shares of Visa worth $671K as of Q3 2026.
  • World Equity Group sold 2,040 Visa shares in Q3 2026, an estimated $746K.
  • Visa made up 0.28% of World Equity Group's portfolio in Q3 2026, its #76 holding.
  • World Equity Group first reported a position in Visa in Q1 2022 and has held it in 19 quarters since.
  • World Equity Group's Visa position peaked at $15.7M in Q1 2023.
  • 1,162 funds tracked by Wall St. Rank held Visa as of Q3 2026.

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