Strategic Wealth Investment Group, LLC / V
Strategic Wealth Investment Group, LLC’s Visa Inc Position
Does Strategic Wealth Investment Group, LLC own Visa Inc (V)? Yes — 40.5K shares worth $12M (+1.55% of its 13F portfolio) as of Q1 2026, up from 39.5K shares the prior filed quarter.
Position Value
$12M
Q1 2026
Shares
40.5K
% of Portfolio
+1.55%
Quarters Held
25
currently held
Position History V
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 40.5K | $12M | +1.55% |
| Q4 2025 | 39.5K | $14M | +1.70% |
| Q3 2025 | 55.5K | $19M | +1.59% |
| Q2 2025 | 3.7K | $1M | +1.90% |
| Q1 2025 | 3.7K | $1M | +2.23% |
| Q4 2024 | 56.8K | $18M | +0.66% |
| Q3 2024 | 56.2K | $16M | +1.67% |
| Q2 2024 | 54.2K | $14M | +1.80% |
| Q4 2023 | 45.0K | $12M | +1.76% |
| Q3 2023 | 39.0K | $9M | +1.62% |
| Q2 2023 | 34.4K | $8M | +1.29% |
| Q1 2023 | 30.0K | $7M | +1.26% |
| Q4 2022 | 25.5K | $6M | +1.29% |
| Q3 2022 | 22.3K | $4M | +1.14% |
| Q2 2022 | 21.6K | $4M | +1.07% |
| Q1 2022 | 22.2K | $5M | +1.17% |
| Q4 2021 | 18.5K | $4M | +1.04% |
| Q3 2021 | 15.4K | $3M | +1.03% |
| Q2 2021 | 12.1K | $3M | +1.00% |
| Q1 2021 | 8.6K | $2M | +0.88% |
| Q4 2020 | 6.6K | $1M | +0.84% |
| Q3 2020 | 6.0K | $1M | +0.90% |
| Q2 2020 | 5.1K | $987,000 | +0.97% |
| Q1 2020 | 4.2K | $683,000 | +1.11% |
| Q4 2019 | 3.7K | $696,000 | +0.72% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Strategic Wealth Investment Group, LLC’s full portfolio or all institutional holders of V.